About our Chapel Hill Team
Our Chapel Hill team partners with high‑net‑worth retirees, women, professionals, and real estate owners to navigate financial complexity with clarity and confidence. We support clients through every stage of their financial lives, from early wealth building to major life transitions, retirement, and legacy planning. At the center of our work is comprehensive financial planning, guided by our Financial Independence Roadmap™, which uses scenario‑based modeling to help clients evaluate multiple pathways and make informed decisions in a rapidly changing world. Our advisors integrate disciplined investment management with tax‑efficient strategies, cash‑flow planning, and coordination with trusted legal and tax professionals to ensure every aspect of a client’s financial life works together. Our goal is to empower clients with clarity, confidence, and a plan that adapts as their lives evolve.
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 Chapel Hill advisors
Find answers to your questions about Hightower Signature Wealth
The Hightower Signature Wealth Chapel Hill office is located at 1414 Raleigh Road, Suite 110, Chapel Hill, North Carolina 27517. The office serves clients in Chapel Hill, throughout the Research Triangle, and across the United States. The team provides comprehensive wealth management, financial planning, retirement planning, investment management, tax planning, and estate planning services designed to help clients navigate financial complexity with clarity and confidence.
The Chapel Hill team provides comprehensive wealth management services designed to help clients build, preserve, and transfer wealth. Services include investment management, financial planning, retirement planning, tax planning, trusts and estate planning, insurance analysis, and cash-flow planning. Advisors also use the firm’s Financial Independence Roadmap™ process, which incorporates scenario-based planning to help clients evaluate multiple financial pathways and make informed decisions as circumstances evolve.
The Chapel Hill office works with high-net-worth retirees, women, professionals, and real estate owners seeking personalized financial guidance. Advisors help clients address investment management, retirement planning, tax strategies, estate planning, and major life transitions. The team’s relationship-focused approach is designed for individuals and families who want a long-term advisory partnership and a coordinated financial strategy that adapts as their lives and goals change.
Yes. Hightower Signature Wealth advisors provide advisory services through Hightower Advisors, LLC, a registered investment adviser, and operate under a fiduciary standard when delivering investment advice. This means advisors are obligated to act in their clients’ best interests. Compensation is generally based on advisory fees for wealth management and financial planning services, with fees, services, and potential conflicts of interest clearly disclosed before a client engagement begins.
You can schedule a meeting by submitting a 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 conversation focuses on understanding your financial goals, priorities, and circumstances so the team can determine how best to support your needs.
Before your first meeting, you should bring documents that provide an overview of your financial situation. This may include investment and retirement account statements, recent tax returns, insurance policies, estate planning documents such as wills or trusts, information about outstanding liabilities, and any relevant business or real estate ownership documents. Bringing these materials can help your advisor better understand your circumstances and provide more personalized guidance during the initial consultation.
