Our Financial Services

We’re Your Wealth Management Partners

We understand that no two investors are alike. That is why our approach always begins with listening to you, understanding the whole picture and then responding with ideas that we think are suitable for your needs and circumstances. Sometimes, that means developing a complete investment strategy and plan, while at other times, it means designing a specific strategy to help address a personal need. At Tower 68 Financial Advisors we appreciate and respect these differences.

Wealth Management

Business Investment Consulting

Investment Products and Services

Asset Management

Wealth Management Services

We offer individuals and families wealth management strategies tailored to their unique financial objectives. From personal planning to performance reporting, we provide assistance to our clients at every phase of accumulating, preserving, protecting and transferring their wealth. We offer access to planning services, retirement services, trust services and estate and succession strategies. Clients appreciate the ability of our experienced Financial Advisors to bring together the right team of professionals, each well versed in their own specializations, to help develop integrated, customized investment strategies.

At our firm, we have the client—and only the client—in mind.
  • Planning Services
  • Retirement Services
  • Trust Services
  • Estate and Succession Strategies
  • Individual Investment Consulting Services
    • Portfolio Analysis
    • Personal Investment Policy
    • Asset Allocation
    • Investment Manager Recommendations – Portfolio Monitoring
    • Consolidated Reporting
    • Due Diligence

Business Investment Consulting

Our Financial Advisors draw on the professionals of LPL Financial Services to provide high quality institutional investment consulting services to a broad range of pension fund and 401(k) plan administrators, foundations and endowments, business owners, family offices and financial institutions.

At our firm, we have the client—and only the client—in mind.
  • Portfolio Analysis
  • Investment Policy
  • Asset Allocation
  • Portfolio Monitoring
  • Consolidated Reporting 
  • Due Diligence
  • Investment Manager Recommendations

Investment Products and Services

Delivering professional advice and providing access to a wide range of traditional and non-traditional investment products and services are the foundations of our business. From traditional investments including equity and fixed income to more specialized products such as separate accounts and hedge funds for qualified investors, we offer our clients strategies to help address their financial requirements.

At our firm, we have the client—and only the client—in mind.
  • Equity and Fixed Income Securities 
  • Equity Research
  • Exchange Traded Funds
  • Options
  • Mutual Funds
  • Hedge Funds
  • Portfolio Management
  • Separate Account Management
  • Sales of Restricted and Control Stock Strategies
  • Hedging and Monetization Strategies
  • Insurance and Annuities
  • Retirement Plan Services
  • Employee Stock Option Plans
  • Employee Stock Purchase Plans
  • Buy backs
  • Deferred Compensation Plans
  • Rule 10b5-1 Trading Plans
  • Cash Management

Asset Management

Tower 68 Financial Advisors help individuals, families and institutions pursue their investment goals by developing tailored strategies aimed at growing, managing and preserving capital. Few other financial institutions have been able to integrate traditional and non-traditional portfolios into a unified strategy while offering ready access to qualified investment managers both inside and outside the firm.

At our firm, we have the client—and only the client—in mind.

Tower 68 Financial Advisors provides comprehensive investment services that begin with an assessment of each investor’s financial goals, objectives and tolerance for risk. An asset allocation strategy is crafted, blending sophisticated modeling techniques with a personal assessment of a client’s unique circumstances. To help execute each client’s asset allocation strategy, we offer access to broad asset classes, from core to non-traditional strategies, provided through an array of vehicles including separate accounts, unified managed accounts, mutual funds and alternative investment strategies for qualified investors, all integrated into the same asset allocation program. Once an investment plan is in place, we use a formal review process to monitor the progress of each client’s plan toward addressing its stated goals.

Client-Focused Approach

Client-Focused Approach

We sit on the same side of the table as our clients and provide advice based on a complete understanding of your needs. Creating long-term relationships built on trust is our ultimate goal. Focusing on a select number of clients allows us to devote the necessary time and understanding to help each client address the financial challenges that can accompany great wealth. Together, we work to leverage the firm’s broad resources and focused capabilities to advance client interests.


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