facebook icon twitter iconlinkedin icon

Services Overview

The LRG Wealth Advisors team offers clients a robust suite of consultation, wealth management and home office services. We develop deep, personal relationships with our clients to better understand their needs and create cohesion across all areas of their financial lives.

We strive to understand each client’s individual financial situation, needs, goals and investing experience. We work with clients and their families to help them carefully evaluate their most important needs, understand their risk tolerance and maintain their current lifestyles without sacrificing the attainability of their long-term objectives. From wealth transfer and educating the next generation, to retirement planning and new business ventures, we focus on helping you realize your dreams.

At LRG Wealth Advisors, we understand that you have different needs at different points in your life. Our process includes areas of focus specific to your needs as your wealth evolves and your life changes.

We also offer wealth management solutions and programs for executives, as well as corporate retirement plan services and support.

Financial Planning

We work with clients to create a comprehensive, written plan that informs their personalized investment and estate planning strategies.

Our areas of focus include:

Current income needs & projected cash flow requirements

Personal strategic planning

Estate, wealth transfer (trust and wills) & income planning

Philanthropic planning

Retirement planning

Family legacy/generational planning

Plan coordination with your family advisors

Tax planning

Investment Strategies & Solutions

We build personalized, diversified portfolios and asset allocation strategies in consultation with clients based on their individual financial plans, liquidity needs, current requirements and long-term goals. We strive to bring you enhanced value, security and the confidence that your investments are helping you reach your financial objectives without compromising your values.

Services include:

Investment consulting

Discretionary portfolio management

Portfolio & asset allocation strategy

Cash management

Alternative investments

Budgeting

Client portfolio reporting

Portfolio reviews

Risk management

eMONEY SECURE DATA VAULT

Corporations and Business Owners

Like you, we are business owners. We understand the time, effort and sacrifice that has gone into building your business, and we are distinctively positioned to help you enhance and protect it. The LRG Wealth Advisors team works with business owners and corporations to build customized investment strategies tailored to your specific investment policy, liquidity needs, investment goals and tax considerations.

Our services include:

Portfolio management

Liquidity event preparation

Business evaluation

Family Office Services

We believe that clients deserve a personalized, comprehensive wealth management experience that transcends asset management. From administrative bill pay services and tax reporting, to investor education and insurance needs, we offer family office services that give you confidence in all aspects of your financial life.

Contact LRG Wealth Advisors

Legal & Privacy
Web Accessibility Policy

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.

© 2024 Hightower Advisors. All Rights Reserved.