News
Stay up to date on the latest news, announcements, and developments from Hightower Signature Wealth.
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In the News: Haleh Moddasser on Step-Up in Basis
Before selling a highly appreciated home to simplify an inheritance, it is important to understand a tax rule that could significantly change the outcome. Haleh Moddasser, CPA, Wealth Advisor and Managing Director, recently spoke with Christy Bieber of Moneywise about how step-up in basis may affect the capital gains taxes associated with an inherited property….
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Synergy Capital Solutions Joins Hightower Signature Wealth
We’re excited to announce that Synergy Capital Solutions has joined Hightower Signature Wealth. The team brings more than 42 years of experience helping clients make financial decisions with purpose and confidence. Headquartered in Bloomfield Hills, Michigan, Synergy takes a collaborative approach to financial planning and portfolio management. Its multigenerational team of 15 professionals, including seven…
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In the News: Shannon Stevens on Using Trusts to Help Protect an Inheritance
Leaving an inheritance is often intended to provide security and support for someone you care about. But when a beneficiary is living with addiction or may have difficulty managing money, receiving a large sum outright can introduce additional financial and personal risks. Shannon Stevens, JD, Managing Director and Head of Office at Hightower Signature Wealth…
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In the News: Matt Parenti Shares How One Client Took Retirement on the Road
Retirement does not have to mean settling into one place. For one client of Matt Parenti, Wealth Advisor and Managing Director at Hightower Signature Wealth, it meant selling a business, buying a travel van and setting out to visit every national park. Matt recently shared the story with Grace L. Williams for Financial Planning’s “Ask…
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Sandy Cove Advisors Joins Hightower Signature Wealth, Expanding Financial Planning Capabilities and Adding $752M in AUM
CHICAGO – September 30, 2026 – Hightower Advisors (“Hightower”) today announced that Sandy Cove Advisors (“Sandy Cove”), a Hingham, Massachusetts-based wealth management firm with approximately $752 million in assets under management*, has joined Hightower Signature Wealth (“HTSW”). The addition marks HTSW’s third external acquisition of 2026, expanding its presence in New England. Founded by President…
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In the News: Ami Doshi on Closing the Women’s Wealth Readiness Gap
Women are poised to inherit trillions of dollars over the next two decades. But many say they do not feel prepared to manage that wealth. Ami Doshi, Director at Hightower Signature Wealth, recently spoke with USA TODAY about the confidence gap many women face as they prepare to inherit and manage significant assets. Trillions Are…
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In the News: Stephanie Temporiti Shares Inheritance Planning Insights with Kiplinger
Inheriting a stock portfolio can create meaningful possibilities, but it often happens during a period of grief when making major financial decisions may feel especially difficult. Stephanie Temporiti, Wealth Advisor and Executive Director at Hightower Signature Wealth, recently spoke with Coryanne Hicks of Kiplinger about the questions beneficiaries should ask before deciding what to do…
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Boston Hill Advisors Joins Hightower Signature Wealth
We’re excited to announce that Boston Hill Advisors has joined Hightower Signature Wealth (HTSW). This addition brings approximately $1.6 billion in AUM* and 18 new team members, including 11 advisors, to HTSW, further expanding our presence in the greater Boston area. Founded in 2006, Boston Hill Advisors provides wealth management, investment solutions and financial planning…
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In the News: Emily Shacklett Shares Insights on the Expanded SALT Deduction
The expanded state and local tax deduction may be associated with high-tax states such as New York, New Jersey and California, but its benefits are reaching taxpayers across a much broader portion of the country. Emily Shacklett, Senior Wealth Advisor at Hightower Signature Wealth, recently spoke with Caitlin Reilly of Bloomberg Tax about how the…
