About our Lexington Team
Each member of our Lexington team brings a different perspective, 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 Lexington advisors
Find answers to your questions about Hightower Signature Wealth
The Lexington office is located at 12 Waltham St, Lexington, MA 02421. You can reach the team at (781) 860-7745. The office serves clients throughout the Greater Boston area, across Massachusetts, and nationwide through both in-person and virtual meetings.
The Lexington team provides comprehensive wealth management designed to help clients align their financial decisions with their long-term goals. Services include investment management, financial planning, retirement planning, tax planning, trust and estate planning, and insurance planning. Advisors take a collaborative approach, integrating multiple areas of expertise to deliver personalized advice tailored to each client’s unique circumstances and objectives.
The Lexington team works with a broad range of clients, including individuals, families, retirees, business owners, executives, professionals, and multigenerational households. The practice has a strong reputation for serving entrepreneurial and CEO communities, as well as clients seeking sophisticated planning around retirement, legacy goals, tax efficiency, and long-term wealth preservation. Advisors focus on building lasting relationships and delivering personalized guidance through life’s financial transitions.
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 simple. You can call the Lexington office at (781) 860-7745 or submit a meeting request through the Hightower Signature Wealth website. Once your inquiry is received, a team member will contact you to arrange a complimentary, no-obligation consultation to discuss your goals, finances, and planning needs. Meetings can be held in person or virtually, depending on your preferences.
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.
