About our Half Moon Bay 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 Half Moon Bay advisors
Find answers to your questions about Hightower Signature Wealth
The Half Moon Bay office serves clients throughout the San Francisco Peninsula, the Bay Area, and across the United States. Advisors in the office are based in Half Moon Bay, California, and work with clients through both in-person and virtual meetings. The office is associated with 199 West Point Avenue, Half Moon Bay, CA 94019.
The Half Moon Bay team provides comprehensive wealth management services designed to help clients make confident financial decisions. Services include investment management, financial planning, retirement planning, tax planning, trusts and estate planning, and overall wealth management strategy. Advisors take a collaborative approach, helping clients coordinate different aspects of their financial lives while building customized plans aligned with their long-term goals.
The Half Moon Bay team works with individuals, families, retirees, professionals, business owners, and high-net-worth households seeking comprehensive financial guidance. Advisors help clients plan for retirement, manage investments, address tax considerations, prepare estate and legacy strategies, and navigate major life transitions. Their focus is on building long-term relationships and developing strategies tailored to each client’s unique situation.
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.
Scheduling a meeting is easy. You can submit a request through the Hightower Signature Wealth website, and a team member will typically contact you within one business day to arrange a complimentary, no-obligation consultation. Meetings may be conducted in person or virtually depending on your preferences and location.
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.
