Signature Moves – From Playing Middleman to One Connected Team
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.
This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions.
Find answers to your questions about Hightower Signature Wealth
Hightower Signature Wealth is a fiduciary wealth management practice that provides investment management, financial planning, estate strategies, insurance, and banking solutions. We work with families, business owners, professionals, women, and retirees across more than 40 offices nationwide. Our advisors take the time to understand your financial priorities, develop a plan around your goals, and adjust that plan as your life and circumstances evolve.
Hightower Signature Wealth provides a broad range of wealth management services designed to address different aspects of your financial life. Our capabilities include investment management, financial planning, retirement planning, estate strategies, insurance and risk management, banking solutions, and charitable giving strategies. By considering these areas together, our advisors can develop a coordinated approach based on your goals, priorities, financial circumstances, and plans for the future.
Hightower Signature Wealth advisors work with a broad range of clients, including women, families, business owners, professionals, retirees, and high-net-worth individuals navigating major life or financial transitions. Rather than applying a generic playbook, each advisor tailors the plan to a client’s specific goals and current stage of life – from early-career decisions to multigenerational wealth transfer.
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.
Hightower Signature Wealth has more than 40 offices nationwide, allowing our advisors to serve individuals, families, and organizations across the country. Depending on your location and preferences, you may be able to work with an advisor locally or connect with a team in another market. Visit our Locations page to explore our office locations, learn more about the teams in each market, and find an office near you.
Getting started with Hightower Signature Wealth is simple. Complete our online contact form with some basic information about yourself and what you are looking for, and we’ll connect you with an advisor who can discuss your needs and financial priorities. That initial conversation is an opportunity to learn more about our approach, ask questions, and determine whether working with a Hightower Signature Wealth advisor may be a good fit.
Your first conversation is an opportunity for us to learn more about you, your financial circumstances, and what you hope to accomplish. An advisor may ask about your goals, current investments, family considerations, business interests, and other priorities that could influence your financial plan. You’ll also have an opportunity to ask questions, learn about our approach, and discuss what working together could look like.
