Signature Moves – From Watching Your Financial Life Unfold to Shaping It
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 Alex Kerrigan, CFP®, Wealth Advisor at Hightower Signature Wealth in Austin, TX.
Alex’s Signature Move
Helping women feel more involved in financial decisions – whether they’re part of the conversation or leading it.
Who This is For
You’ve been part of the financial side of your life, just not always at the center of it.
- You contribute, earn, or share in the decisions
- You’ve relied on a partner or advisor and want to understand things more fully
- Or you’re stepping into a more active role, gradually or all at once
Wherever you’re starting from, you want to be more involved in what’s happening – and what comes next.
Where You Are Today
You don’t want to just go along with this. You want to understand it.
What You’re Going Through
- You’ve been part of the process, but not always shaping it
- You want to ask better questions and feel more comfortable with the answers
- You’re thinking about independence, security, and what all of this is really supporting
As your role or perspective shifts, awareness and understanding matter more. You’re ready to play a bigger part in how your financial life is handled.
Alex’s 3-Step Approach
- Start with what you know and feel about money – and where you want to be more involved
- Go through everything together – sometimes literally side by side
- Make decisions you understand – and feel good being part of
Signature Perspective
“You know more than you think – you just haven’t had the chance to use it this way.” – Alex Kerrigan, CFP®
What You’ll Experience
- You’re not just sitting in on financial conversations – you’re part of them
- You can take your time, ask questions, and work through things in a way that fits how you think
- You’re included from the beginning – not brought in once decisions are already made
Where You’ll Be Tomorrow
You move from going along with decisions to being actively involved in them, with a clearer sense of what’s happening and why.
Connect With Alex
If you want to be more involved in your financial decisions, talk to Alex.
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.
