News
Stay up to date on the latest news, announcements, and developments from Hightower Signature Wealth.
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Stearns Financial Group Joins Hightower Signature Wealth
We’re excited to announce that Stearns Financial Group (SFG) has joined Hightower Signature Wealth (HTSW). This addition brings approximately $2.5 billion in AUM* and 30 new team members to HTSW, further expanding our national footprint. With locations in Greensboro and Chapel Hill, North Carolina, SFG has provided comprehensive financial planning since 1991. The practice first…
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In the News: Jeff Corliss’ Take on the Mega Backdoor Roth
Could a Mega Backdoor Roth Help You Save More for Retirement? For many high-income earners, saving for retirement can come with an unexpected challenge: earning too much to contribute directly to a Roth IRA. In a recent U.S. News & World Report article, Jeff Corliss, Managing Director at Hightower Signature Wealth, shared his perspective on…
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In the News: Emily Shacklett Discusses the Benefits of Tax Gain Harvesting
An Overlooked Tax Strategy for Low-Income Years Most investors are familiar with tax loss harvesting, the strategy of selling investments at a loss to offset taxes. But a lesser-known strategy may be just as valuable for some individuals and retirees: tax gain harvesting. In a recent USA TODAY article, Emily Shacklett, CPA, Wealth Advisor, and…
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“How to Calculate Your Social Security Break-Even Age” featuring Jeff Corliss
More Than a Number: Why Social Security Timing Requires a Bigger-Picture Approach One of the most important retirement decisions many Americans face is when to claim Social Security. While it can be tempting to focus on maximizing monthly benefits, the reality is that the decision is often more nuanced than a simple calculation. In a…
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“Balancing Time, Health and Wealth”: Andrew Connors Featured in Rethinking65
We’re pleased to share that Andrew Connors, CFP®, CEPA, Managing Director and Wealth Advisor at Hightower Signature Wealth, was recently featured in Rethinking65 with his article, “Balancing Time, Health and Wealth.” In the article, Andrew discusses how time, health and wealth can shape financial decision-making and influence personal priorities throughout different stages of life. Drawing…
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“Anti-Musk Retail Investors Scramble to Keep SpaceX Out of Their Portfolios” featuring Omar Qureshi
The Growing Power of Passive Investing For many investors, index funds have become the default way to build wealth. Their simplicity, diversification, and low costs have made them increasingly popular over the last two decades. But as passive investing continues to grow, it is also reshaping how money flows through the markets. In a recent…
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The McGuirk & De Nevi Group Joins Hightower Signature Wealth
The McGuirk & De Nevi Group (McGuirk De Nevi) today announced it has joined Hightower Signature Wealth (HTSW), Hightower Advisors’ fully integrated wealth management practice, marking the next chapter in the firm’s partnership with Hightower. The transition provides McGuirk & De Nevi clients with access to expanded capabilities across investment management, technology, operations, compliance, marketing,…
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Private Vista Joins Hightower Signature Wealth
Private Vista, LLC (Private Vista) today announced it has joined Hightower Signature Wealth (HTSW), Hightower Advisors’ fully integrated wealth management practice, marking the next chapter in the firm’s longstanding partnership with Hightower. The transition provides Private Vista clients with access to expanded capabilities across investment management, technology, operations, compliance, marketing, and client service while preserving…
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Hightower Great Lakes Joins Hightower Signature Wealth
Hightower Great Lakes today announced it has joined Hightower Signature Wealth (HTSW), Hightower Advisors’ fully integrated wealth management practice, marking the next step in the firm’s continued growth and commitment to delivering an exceptional client experience. The transition provides Hightower Great Lakes clients with access to expanded capabilities across investment management, technology, operations, compliance, marketing,…
