Hightower Bethesda

We are a growing, multi-generational, multi-disciplinary team of experienced fiduciary financial adv

The focus of our investment philosophy is centered upon the creation and preservation of client wealth. The way we help our clients in managing their investment portfolios can be viewed as a three-step process:

-Analysis and Planning
-Implementation and Ex*****on
-Monitoring and On-going Management

Contact us for more information, 301-202-3585.

08/30/2024

Since the COVID-19 pandemic, the standard of work has significantly changed. In today's workforce, it is common for companies to have a hybrid structure or allow employees to work remotely full-time.. Read more https://bit.ly/3WVuMN1

08/15/2024

Here are some practical tips and guidance for creating a system to keep your important documents accessible and orderly.. read more https://bit.ly/3X2q9Sz

07/31/2024

To make early retirement a reality, it’s vital to plan in advance and consider all angles when it comes to your finances in retirement. Read more https://bit.ly/3LzLLiN

07/15/2024

Writing a will is a great way to legally document your plans for where your money will go when you die or become incapacitated, who will be in control of your estate, and who the beneficiaries will be... read more https://bit.ly/4cDxeys

06/28/2024

When it comes to funding college, saving early and often is key. Have you considered all your options? Read More....https://bit.ly/4cmxJw2

06/14/2024

“May you live as long as you want, and never want as long as you live,” goes a traditional Irish saying. With average life expectancy trending up, many more people are enjoying the first part of that blessing. read more..https://bit.ly/45krMh9

05/31/2024

For most of us, the point of making money is doing what we want with it, as far as possible. That could mean building a business ..read more https://bit.ly/3yDgEzm

05/15/2024

Learning how to save money is a crucial skill for achieving financial success. It is best to instill this habit from an early age, so parents should start teaching their children about saving money as early as possible.. Read more https://bit.ly/3JWHpkI

04/30/2024

Estate planning is a standard part of any savvy wealth management strategy. If you’ve already initiated this process, you’ve crafted basic trust documents, designated beneficiaries and assigned a power of attorney. .. read more https://bit.ly/3Ux8RvL

04/17/2024

Don’t let these 8 myths keep you from preparing for retirement.
Here we’ll bust some of the myths surrounding retirement so we can get on with planning how you will spend your time and make these your best years. Have you ever had these thoughts? . Read more https://bit.ly/3VWuo1Z

03/29/2024

Pondering the sale of your business may periodically bubble-up to the top of your thoughts... read more https://bit.ly/3vbrdbA

03/15/2024

Women leaders often beget women leaders. They also tend to intentionally focus on positive leadership and examining their priorities can be inspiring and educational for women – and for men too – who may be looking to lead successfully. read more https://bit.ly/3V3idzO

03/06/2024

Congratulations Leah Jones ..read more https://bit.ly/4330WZA

02/29/2024

The more wealth you build, the more freedom you can attain from the day-to-day stress of meeting your expenses and worrying about your financial future ..read more https://bit.ly/49sObtK

02/28/2024

Hightower Bethesda congratulates Leah Jones on making Forbes Top Women Wealth Advisors Best in State 2024 list

02/15/2024

Family and finances each have the power to bring about some of life’s greatest rewards—they can also, however, contribute to some of our greatest stressors. .Read more https://bit.ly/49sVNfj

01/31/2024

“3 Things You Seriously Need to Know About Roth IRAs”
“Should You Consider Converting Retirement Savings to a Roth IRA?”
“The Backdoor Roth IRA: Is This the Greatest Investment Plan Ever?” read more...https://bit.ly/48L95DT

01/15/2024

Oftentimes as individuals build capital, they begin exploring how to leverage that wealth to make a meaningful impact that’s aligned with their values, while leaving a lasting legacy... read more https://bit.ly/41QhLX4

12/29/2023

When you inherit assets from a deceased loved one, the litany of tasks and choices that can follow — during what is likely an already difficult time in your life .. read more https://bit.ly/48aLcp3.

12/15/2023

As changes in your life occur, are you adjusting your financial plan
accordingly? We’ve put together this 10-point checklist .. read more https://bit.ly/3Npo8e0

12/01/2023

Deciding when and how to claim Social Security benefits is one of the most important decisions that retirees will ever make.. read more https://bit.ly/3GgYOmn

11/15/2023

You’ve spent the last several decades responsibly saving as much as possible in a tax-efficient manner, including by contributing to your tax-deferred accounts. Read more..https://bit.ly/3MHDeLF

10/31/2023

Following a difficult 2022, most fixed income and equity asset classes find themselves in positive territory on a year-to-date basis.. read more https://bit.ly/3QutAyg

10/13/2023

Cybercriminals are relentless. As individuals and businesses adopt new behaviors and technologies to stave off attacks, they evolve their techniques and find new targets. Read more https://bit.ly/45pdaLz

09/29/2023

Have you put the right plans in place to protect and help your child through a medical emergency while they are away at college? ..Read more https://bit.ly/3ZwyYDH

09/15/2023

When it comes to funding college, saving early and often is key. Have you considered all your options?... read more https://bit.ly/3PdZEEM

08/30/2023

Supporting a loved one with dementia can be one of life’s most challenging experiences. Here are some suggestions — from someone who has served aging adults for more than 30 years...read more https://bit.ly/47UcGQg

08/15/2023

Deadlines and age milestones for retirement-related programs and tax benefits are difficult to keep track of. Here is a cheat sheet...Read more https://bit.ly/3rZfURP

07/28/2023

Strengthen your defenses against increasingly sophisticated financial fraud tactics with these seven practices. Read more ..https://bit.ly/43GaTe8

07/14/2023

Helping an aging loved one will likely expose you to many new terms and some doctor-speak that will confound you at an already challenging time.. read more..https://bit.ly/3PT5f55

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Telephone

Address


7200 Wisconsin Avenue
Bethesda, MD
20814

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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