About our Charlotte Team
Our Charlotte team brings diverse perspectives, skills, and creativity to the table, fostering a collaborative environment where thoughtful ideas flourish. We value teamwork, professionalism, and a relentless pursuit of evolution, to help ensure that we deliver quality advice to our clients.
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 Charlotte advisors
Find answers to your questions about Hightower Signature Wealth
Hightower Signature Wealth’s Charlotte office serves clients throughout Charlotte, the greater North Carolina region, and across the United States. The Charlotte team provides personalized wealth management and financial planning services through both in-person and virtual meetings. Prospective clients can request a meeting through the firm’s website, and a team member will typically follow up within one business day.
The Charlotte team provides comprehensive wealth management services designed to help clients align their financial lives with their long-term goals. Services include investment management, financial planning, retirement planning, tax planning, trusts and estate planning, insurance planning, and integrated wealth management strategies. Advisors work collaboratively to deliver personalized guidance tailored to each client’s unique needs and financial priorities.
The Charlotte team works with a diverse range of clients, including individuals, families, retirees, professionals, executives, and business owners. Advisors help clients address retirement readiness, investment management, tax efficiency, estate planning, insurance needs, and wealth transfer objectives. Their approach focuses on understanding each client’s goals and creating financial strategies that evolve alongside changing life circumstances.
You can schedule a meeting through the Hightower Signature Wealth website by submitting a request for consultation. Once your inquiry is received, a team member will typically contact you within one business day to arrange a complimentary, no-obligation meeting. Consultations may be conducted either virtually or in person, depending on your preferences and location.
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.
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.
