Our Services
Delivering a life-centered approach to financial advice
We understand that managing wealth is not just about numbers; it’s about realizing dreams, securing the future, and helping to alleviate concerns. At Frontier, we’re dedicated to helping you navigate complex wealth management questions with confidence and ease. We help with investment management, financial and estate planning, optimization of taxes, risk mitigation and more to help ensure your financial future is sound.
Would you like help with any of these financial and life planning services?
INVESTMENT MANAGEMENT
Customizing efficient portfolios based on experience
We offer professional management services tailored to your risk tolerance, investment goals, and time horizon. Our team of professionals diligently monitors market trends, assesses potential risks, and identifies opportunities to help optimize your investment portfolio. By diversifying your investments and adapting to market changes, we aim to increase your returns while managing risk effectively.
FINANCIAL PLANNING
Creating a roadmap to help reach your goals
Our experienced financial advisors work closely with you to create a personalized plan aimed at reaching your definition of financial success. We analyze your current financial situation, understand your goals, and develop a customized roadmap that aligns with your aspirations. Whether you’re planning for retirement, saving for your child’s or grandchild’s education, or aiming for other milestones, we provide strategic guidance to help you achieve your objectives.
ESTATE PLANNING
Comprehensive planning to help build your legacy
Estate planning involves making important decisions about how your assets will be managed, distributed, and protected during your lifetime and after you pass away. Our professionals assist in developing a comprehensive plan to help safeguard your assets and minimize estate taxes. We guide you through the process of creating wills, trusts, and other essential documents, ensuring your legacy is protected and your loved ones are provided for generation after generation.
CHARITABLE PLANNING
Tax-efficient giving that supports your values
We can help you plan a charitable legacy that provides support for your cherished causes to help ensure their success even after your death. Frontier can introduce you to solutions to establish a tax-efficient legacy of giving through private or community foundations, charitable remainder trusts, donor-advised funds, and gift annuities.
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 firm 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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