Enhancing Wealth Management: Altium and Hightower's Partnership
Altium Wealth Management Expands Services Through Strategic Partnership
With the goal of enhancing wealth management services, Altium Wealth Management has announced a significant partnership with Kimberly Clouse, a prominent family wealth advisor based in Boston. This collaboration aims to offer tailored financial advisory services to high-net-worth individuals across the nation.
Strengthening Client-Centric Services
This partnership exemplifies a shared commitment to a service model dedicated to client needs and expectations. By joining forces, Altium and Kimberly Clouse’s team are set to redefine the standards of wealth advisory, leveraging their collective experience to navigate the complexities faced by multi-generational families.
Impact on Assets Under Management
The union of these two reputable firms will result in Altium's total assets under management surpassing $6 billion, demonstrating a robust growth trajectory in the company’s financial capabilities.
Key Insights from Leadership
Jim Dowling, a founding partner of Altium, expressed enthusiasm about this new venture. He highlighted the value of Kimberly's extensive experience in dealing with the diverse priorities of families, emphasizing the excitement of welcoming her and her colleague, Kristen Caseley, into the Altium family.
Access to Better Resources
Kimberly Clouse shared her thoughts on the partnership, stating that Altium provides her team with enhanced resources that empower them to meet the evolving needs of their clients more effectively. She expressed her admiration for the firm’s rich combination of talent and advanced technology.
Altium's Offerings and Background
Altium Wealth Management, which joined forces with Hightower in 2022, specializes in sophisticated tax management and comprehensive financial planning. Their robust investment platform features customizable direct indexing solutions and tailored fixed-income strategies, catering to a diverse clientele.
Bob Oros, Chairman and CEO of Hightower, conveyed excitement about the collaboration, highlighting the strength of both businesses and their potential to further Altium’s vision within the wealth management space.
About Hightower Advisors
Hightower is a highly regarded wealth management firm that delivers a wide range of services, including investment management, financial planning, and retirement advisory services to individuals and families. The company also provides corporate clients with 401(k) consulting and cash management, facilitating a holistic approach to wealth management.
Boasting a network of independent advisors across the United States, Hightower empowers its partners through comprehensive operational support and capital solutions, enabling them to expand their client offerings.
Understanding Hightower’s Model
Hightower operates as a registered investment advisor and continues to position itself as a leader in the industry with approximately $156 billion in assets under management. This solid foundation allows Hightower and its affiliates to maintain a significant impact in the wealth management arena, helping clients achieve their financial aspirations.
Conclusion of the Partnership Announcement
This partnership not only strengthens the capabilities of both Altium Wealth Management and Hightower but also reflects their commitment to evolving practices that cater to the increasingly complex demands of wealth management. As they embark on this new journey together, clients can look forward to enhanced services designed to meet their unique needs.
Frequently Asked Questions
What is the purpose of the partnership between Altium and Hightower?
The partnership aims to provide enhanced customized wealth management services to high-net-worth clients across the country.
How will this partnership affect Altium's assets?
The partnership will increase Altium’s total assets under management to over $6 billion.
Who is Kimberly Clouse?
Kimberly Clouse is a seasoned family wealth advisor based in Boston, who has joined Altium to expand their service offerings.
What services does Hightower provide?
Hightower offers investment management, financial planning, retirement advisory, and more, catering to both individuals and corporations.
When did Altium join Hightower?
Altium Wealth Management joined Hightower in 2022, marking a strategic expansion of its service capabilities.
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