The moments that shape our lives often shape the kind of financial guidance we need beside us. And while clients may be facing those moments for the first time, our experienced advisors have helped many others through similar situations before – developing their own distinct way of guiding people through uncertainty, important decisions, and what comes next.
Signature Moves highlights those approaches, so people can more easily recognize the advisor they’ll want beside them when life happens.
Meet Alexandra Benas, Business Development Manager at Hightower Signature Wealth in Westport, CT.
Alexandra’s Signature Move
Helping families bring their advisor, attorney, and accountant together into one coordinated team.
Who This is For
You have an important financial decision in front of you – and a lot of moving pieces that don’t seem connected. Even with good people around you, it can feel overwhelming.
- Your family is going through a major life event: a business sale, an inheritance, a divorce, or the transition into retirement
- You may already have professionals in place, but each one is focused on a different part of your financial life
- You want every recommendation pointing toward one clear path
You’re looking for someone who can bring the right professionals together, guide the important conversations, and help make sure nothing gets missed.
Where You Are Today
You have capable people helping you – you just don’t know if everyone is on the same page.
What You’re Going Through
You’re navigating a big financial change that involves advisors, attorneys, and accountants. Everyone is contributing valuable advice, and you feel responsible for holding it all together.
- Each professional sees their piece of the picture, but you’re not sure anyone is seeing it as whole
- You sometimes feel like the middleman – repeating information, relaying updates, and wondering if anything is falling through the cracks
- You want to know that every decision is moving you toward the same goal
The challenge isn’t finding qualified professionals. It’s keeping their advice connected so every recommendation supports one cohesive plan.
Alexandra’s 3-Step Approach
- Understand the whole picture – identify the financial decisions, professionals, and planning opportunities already in motion
- Build the right team – fill the gaps, make the right introductions, and surround yourself with the professionals your situation requires
- Keep everyone aligned – coordinate conversations, surface potential blind spots, and ensure each professional’s advice supports one shared strategy
Signature Perspective
“Many families already have professionals supporting them. They just need someone to bring everyone together around one shared direction.” -Alexandra Benas
What You’ll Experience
- A trusted advocate who keeps the right people informed and every moving piece aligned
- Fewer blind spots, fewer surprises, and less back-and-forth between professionals
- One unified team working on your behalf – so you no longer have to be the middleman
Where You’ll Be Tomorrow
You move from managing multiple financial relationships to relying on one connected team who helps you make thoughtful, informed decisions.
Connect With Alexandra
If you’re looking for someone to help your professionals work as one coordinated team, talk with Alexandra.
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Hightower Signature Wealth is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.
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