“IN THIS WORLD NOTHING CAN BE SAID TO BE CERTAIN, EXCEPT DEATH AND TAXES.”

– BENJAMIN FRANKLIN

IT’S IMPORTANT THAT YOUR TAX AND ESTATE PLANNING STRATEGIES ARE ALIGNED WITH AND ENHANCE YOUR BROADER FINANCIAL PLAN.


There are two parts of life we’d all rather avoid – death and taxes. Despite our best efforts, however, they’re mostly inescapable. When there’s a leak in the bucket, your earnest efforts to build wealth can be severely hampered.

TAX PLANNING

We haven’t a met a client yet who desired to pay more in taxes. The good news is that there are many sophisticated techniques for mitigating your annual burden. We work with your existing accountant or can help connect you to an experienced accountant to integrate your tax plan with your broader wealth strategies.

ESTATE PLANNING

Estate planning is essential in ensuring your legacy, but documents drafted, signed, and finalized with an estate attorney are just pieces of paper if no accompanying action is taken to execute on the actual estate plans. We work with your existing attorney or can help connect you to an experienced attorney to help create and protect your legacy.

Ken Alber Headshot

Ned Evans and his team have managed our personal finances for 25 years, the last 10 years have been as Hightower Las Vegas. Ned and the Hightower team have always been available 24/7 for advisement and have masterfully aligned our risk profile with our investment goals. In addition, Hightower collaborates with our Estate Planner to ensure all accounts are properly coordinated and goals are achieved. This enables us to have financial security as we sail into our retirement years.


KEN ALBER

Founding Partner - Penta Building Group

*Disclosure: Ken Alber is a current client of Hightower Las Vegas.

FAQ

We don’t have a fixed minimum investment level. That being said, our team puts a lot of work into creating customized wealth strategies for each of our clients. If asset levels are too low, our costs might not make sense for you. We typically work with clients with investable assets in excess of $1 million, but we also work with many younger investors with high incomes and aggressive savings goals.

Our cost is structured as a percentage of assets under management, charged on a monthly basis. The cost schedule is variable based on the level of assets and the scope of our work. We believe in full transparency. As a result, you clearly see what we are being paid for the value we provide. We do not receive any hidden fees or other forms of compensation. Finally, there are no lock-ups or penalties if you decide to go in a different direction.

The account opening process is handled by our skilled client service team who does all the heavy lifting. Onboarding occurs after we’ve gone through the financial planning process, mutually determined that we are a fit, and have agreed on your wealth strategy.

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