Asset Management Services
Our knowledgeable wealth advisors offer institutional portfolio management, individual equity and fixed income investing, guidance with mutual funds and ETFs, consideration of annuities, option strategies, private equity, hedge funds, index strategies, and real estate strategies.
Family Wealth Planning
Wealth planning can be complicated, regardless of your circumstances -- and the intricacies of family wealth planning can be an additional challenge when determining your preferred course forwards. Learn how our Shaffer Wealth Management team can assist your family’s journey.
Planning Services
Our team can help you in planning retirement, legacy and wealth transfer, family and education needs, charitable strategies, business succession and exit solutions, and business liquidity and compensation strategies
Risk Management
Shaffer Wealth Management can help guide you through wealth preservation, portfolio hedging strategies, structured notes, personal and corporate trust, corporate executive trading plans, and insurance solutions.
Liability Management
We can help you explore security-based loans / hypothecation, multiple custodial options, mortgage and credit services, business loans, debt retirement strategies
6210 Avalon Blvd
Alpharetta, GA 30009
Office: (678) 771-6100
Fax: (678) 669-2490
Toll Free: (800) 608-7680
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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