Hightower Advisors

NEPC is an independent investment consulting firm established in 1986 and headquartered in Boston, Massachusetts. As an employee-owned organization, NEPC offers a comprehensive range of research-driven investment solutions tailored to governments, institutions, families, and individuals. The firm specializes in various practice areas, including corporate defined benefit and contribution plans, endowments and foundations, healthcare, insurance, private wealth, and public funds. NEPC's services encompass alternative investments, asset allocation, client education, impact investing, investment policy formulation, manager search, operational due diligence, and vendor search. By leveraging its extensive expertise, NEPC aims to deliver creative investment strategies that meet the diverse needs of its clients.

Charles D. Hyman & Company, established in 1994 and headquartered in Ponte Vedra Beach, Florida, is an employee-owned, traditional investment management firm. It specializes in serving high net worth individuals, as well as pension plans, profit sharing plans, and charitable organizations. The company offers investment services primarily in public equity and fixed income markets, with a focus on value stocks. It employs a combination of fundamental and technical analysis, supplemented by external research, to make investment decisions. The firm also launches equity and fixed income mutual funds for its clients, aiming to build long-term client relationships through personalized service and a strategic approach.

Resource Consulting Group is a professional services firm specializing in wealth management. It caters to high-net-worth individuals and select institutional clients, offering a range of services including financial planning, investment advice, and retirement planning. The company's approach is rooted in academic-based investment management, aiming to help clients achieve long-term financial fitness.

Meyer Capital Group is a financial services firm dedicated to helping families achieve their financial objectives. With a focus on understanding each client's unique needs, the company provides personalized financial planning and investment management services. Meyer Capital Group aims to deliver a superior customer experience through a combination of one-on-one personal attention and advanced technology. The firm offers a range of fee-based services, including retirement and estate planning, insurance, and other tailored solutions for both long-term and short-term financial goals. With a global presence and a significant amount of assets under management, Meyer Capital Group has built a reputation for preserving and protecting clients' wealth over many years.

Vigilant Wealth Management is a private firm that provides specialized wealth management services. It focuses on delivering progressive investment and wealth planning solutions tailored to the individual needs of each client. The company serves highly successful individuals, families, non-profit organizations, and institutional entities, offering consultative advice and comprehensive, personalized wealth-planning strategies along with portfolio management. This approach aims to help clients achieve their financial goals effectively.

Vigilant Wealth Management is a private firm that provides specialized wealth management services. It focuses on delivering progressive investment and wealth planning solutions tailored to the individual needs of each client. The company serves highly successful individuals, families, non-profit organizations, and institutional entities, offering consultative advice and comprehensive, personalized wealth-planning strategies along with portfolio management. This approach aims to help clients achieve their financial goals effectively.

Farr, Miller & Washington is an investment management firm that specializes in providing investment services to both high-net-worth individuals and institutional clients, including corporations, endowments, foundations, and pension plans. The firm focuses on developing comprehensive, conservative, and long-term investment portfolios tailored to each client's specific risk and reward objectives. In addition to investment management, Farr, Miller & Washington assists clients in setting financial goals throughout various stages of their financial life cycle, which includes accumulation, growth, preservation, and income distribution. The firm emphasizes a tax-efficient approach to account management, ensuring that clients' healthcare and estate planning documents are appropriately established.

Argentum Wealth offers financial planning and wealth management advice. They also provide financial planning, retirement planning, education planning, regular investments, lump sum investments, planning strategies, property investment, mortgages, and more.

Osborn Williams & Donohoe is an investment advisory firm that provides comprehensive financial guidance to a diverse clientele, including family business owners, corporate executives, and individuals undergoing significant life transitions such as retirement, divorce, or bereavement. The firm employs a team of 15 professionals, including five advisors, who specialize in advising trust and estate beneficiaries, trustees, executors, as well as private endowments and foundations. By focusing on clients' total wealth management, Osborn Williams & Donohoe tailors its investment strategies to meet the unique needs of each client, helping them navigate the complexities of the financial landscape and achieve their investment objectives.

Lexington Wealth Management is a provider of wealth management services that focuses on delivering financial support to high-net-worth individuals and businesses. The company specializes in financial planning, asset allocation, and tax-enhanced investment strategies. By offering tailored advice and strategies, Lexington Wealth Management enables clients to make informed decisions about their wealth accumulation methods. Its services are designed to assist clients in navigating the complexities of financial management and optimizing their investment portfolios.