HighTower Advisors

Operator of a wealth management firm serves as wealth managers to a variety of clients including business owners, executives and multi-generational families. The company offers a human-focused approach, engaging in vital discussions and providing financial plans built uniquely around individuals, enabling them to make complex financial decisions with confidence.

Founded in 1977, Bel Air Investment Advisors is an asset manager based in the United States. The firm provides investment management, estate planning, portfolio construction and other advisory services to wealthy individuals, families and foundations.

Hightower Austin, operating under Hart Financial Group LLC, is a financial consulting firm based in Austin, Texas. Founded in 1990, the firm specializes in asset management, risk management, and tax planning for business owners, executives, and multi-generational families. Its services encompass a wide range of financial solutions, including retirement planning, estate planning, and business succession planning. The firm also offers risk management services such as life insurance and long-term care insurance, alongside comprehensive asset management services that include investment advisory accounts and alternative investments. Additionally, Hightower Austin provides strategic financial planning, cash flow modeling, and trust management services, ensuring that clients receive tailored advice to meet their unique financial needs.

Argentum Wealth offers a comprehensive range of financial services aimed at enhancing clients' financial well-being. The firm specializes in financial planning, investment management, retirement planning, estate planning, and charitable giving. A key aspect of their approach is holistic tax planning, which allows clients to optimize their financial strategies in light of tax implications. Argentum Wealth emphasizes a thorough onboarding process to gain a clear understanding of each client's current situation, enabling the firm to identify both opportunities and challenges in their financial journey.

Osborn Williams & Donohoe focuses on providing advice and guidance on clients' total wealth, acting as a dedicated counselor to each client they serve. Osborn Williams & Donohoe works with family business owners and corporate executives interested in diversifying their assets, and individuals experiencing a transition to another phase of life such as retirement, divorce or death of a loved one. With 15 employees, including 5 advisors, the team also serves trust and estate beneficiaries, trustees and executors as well as private endowments and foundations.

Provider of wealth management services intended to offer financial assistance to enterprises. The company provides financial planning, asset allocation and tax-enhanced investment strategies, enabling high-net-worth individuals and other clients to make decisions regarding wealth accumulation strategies.

LourdMurray provides fee-only investment advice. They don’t charge commissions or performance fees, engage in excessive trades, or push proprietary products.This responsibility distinguishes us from brokerage houses, which are merely required to determine a level of suitability rather than uphold the best interests of their clients.

HighTower Private Client offers a comprehensive and holistic approach to wealth management for individuals, families and foundations. We offer fiduciary trust capabilities, financial planning, wealth management, and family office and private investment services.

RDM Financial Group, Inc. is the parent company to Retirement Design & Management, Inc.