About our San Clemente Team
Meet Our Team
See what our clients are saying
The strongest measure of our success is the experience of the people we serve. Discover why clients have chosen to partner with Hightower Signature Wealth.
Retired Senior Financial Executive at a Large CorporationWife, Parent, Mid-70sI chose the team after an extensive search because they tailored asset management to our family’s needs, including our two adult sons with special needs. Unlike our past advisors, they understood and prioritized our family’s objectives.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
- Clinical Psychologist Turned Business Owner After Husband’s DeathWidow, Parent, Late 60s
I never anticipated the emotions and strong connections I have with my team. They will be there for my children when I’m no longer here. My life is so much easier having them as part of the equation.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
- Retired Human Resources ExecutiveSingle, Caretaker of Mother, Mid-60s
My advisor has played a huge role in my planning process. My transition into retirement was well thought out. They helped consolidate my company stock and investments into one place and create a plan for retirement.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
- ENT Doctor Approaching RetirementHusband, Mid-70s
I have been a client for more than 20 years through changing markets and economic cycles. Their integrity, sound judgment, and client-first approach have earned my trust, and I highly recommend them to anyone seeking a trusted investment partner.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
Recommended resources by our San Clemente advisors
Find answers to your questions about Hightower Signature Wealth
The Hightower Signature Wealth San Clemente team serves clients throughout San Clemente, Orange County, and across the United States. The office is led by advisors based in San Clemente, and clients can reach the team to schedule a consultation. The team provides comprehensive wealth management and financial planning services for individuals, families, retirees, and business owners.
The San Clemente team provides comprehensive wealth management services designed to help clients navigate complex financial decisions with confidence. Services include investment management, financial planning, retirement planning, tax planning, trusts and estate planning, insurance planning, and wealth preservation strategies. The team is especially focused on disciplined portfolio construction, risk-aware investment management, and helping clients align their financial resources with long-term goals and evolving needs.
The San Clemente team works with individuals, families, retirees, professionals, entrepreneurs, and business owners seeking sophisticated investment and wealth management guidance. Advisors help clients address retirement planning, investment strategy, estate planning, tax-efficient wealth management, and long-term financial goals. The team’s personalized approach is particularly valuable for clients who want institutional-quality investment insight paired with individualized advice and ongoing support.
Yes. Hightower Signature Wealth advisors serve as fiduciaries, which means they are committed to acting in their clients’ interests when providing investment advice. We offer fee-based advisory services, with fees depending on the services provided and the specifics of your relationship. Your advisor will discuss the applicable fee structure with you so you can understand how you are charged and what services are included.
You can schedule a meeting by calling (201) 987-0880 or submitting a meeting request through the Hightower Signature Wealth website. After receiving your inquiry, a team member will typically contact you within one business day to arrange a complimentary, no-obligation consultation. The initial discussion focuses on your goals, investment priorities, and broader financial planning needs.
Before your first meeting, you should bring documents that overview your financial history. This often includes investment and retirement account statements, the last two years of tax returns, employee benefit documents, outstanding debts, insurance policies, and estate planning documents such as wills or trusts. If you’re self-employed or own a business, bring any relevant business or professional documents as well.
