About Our Clients
Helping individuals and families achieve their goals
At Frontier, our most successful clients embody a proactive and goal-oriented mindset. They understand the value of a strategic approach over short-term market trends. These clients prioritize stability and sustainability over fleeing market fluctuations, understanding that wealth accumulation is a gradual and continuous journey. In partnership with their advisory team, we help these clients build resilient portfolios designed to help accomplish their personal goals.
When our clients rely on our investment process, they find that they can preserve, grow and deploy their wealth with greater clarity, purpose and confidence. Our training, experience and technical capabilities help ensure that clients’ future life goals, wealth transfer plans and spending levels later in life are comprehensively coordinated.
We are fiduciaries, and thus are held to a high standard of care – and are always required to act in the best interests of our clients.
Find out how we can help you and your family with investment and life planning services.
MULTIGENERATIONAL FAMILIES
Refining Plans Along the Way
Just like families, no two financial plans are alike. We help families set clear expectations, lay out specific written goals, and follow an investment management plan that doesn’t unwittingly take on unnecessary market risk.
BUSINESSES
Resolving Planning Challenges
As a decision-maker, you look for the competitive advantage in everything you do. Nowhere does your good business judgment count more than in your ability to hire the right financial professionals to handle the assets of your entity.
FRONTIER MEDICAL
Nurturing Your Financial Wellness
Our deep network of professionals can provide the services and support medical professionals need. We can help you achieve your goals whether you’re signing your first employment contract, building your practice, or preparing to retire.
FRONTIER WOMEN
Empowering Financial Futures
We believe in giving women the instruments and education they need to empower their own financial lives. Our mission is to serve and support women towards a bright financial future, where they can impact not only their own life, but the lives of their family and community. We want to create a plan as unique as you.
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
This practice is not a CPA firm.
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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