Sovereign Wealth Advisors

At Hightower Bellevue, we understand that financial planning is not just about accumulating wealth, but about creating a meaningful legacy that aligns with your values and vision. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals and families. We believe that financial planning should be a collaborative process that takes into account your unique goals, values, and priorities.

Our Services

Our comprehensive range of services includes:

• Retirement and Personal Financial Planning: We work with you to create a tailored plan that helps you achieve your retirement goals and ensure a secure financial future.
• Business Succession Planning and Concentrated Stock: We help business owners develop a plan to ensure the smooth transfer of their company to the next generation and manage concentrated stock holdings.
• Divorce Wealth Planning: We provide expert guidance to help you navigate the complex financial aspects of divorce and ensure a fair distribution of assets.
• Estate Planning and Legacy Design: We work with you to create a comprehensive estate plan that protects your assets, minimizes taxes, and ensures the transfer of wealth to future generations.

Our Process

At Hightower Bellevue, we believe that financial planning is not just about creating a plan, but about implementing it effectively. Our process is designed to ensure that your goals are aligned with your values and vision. We take the time to understand your unique circumstances and develop a personalized strategy that is tailored to your needs.

Our Values

At Hightower Bellevue, we are committed to providing exceptional client service, integrity, and transparency in all our interactions. We believe that our clients are not just customers, but partners in the financial planning process. Our team of experienced professionals is dedicated to providing personalized attention and guidance to help you achieve your financial goals.

Meet the Team

Our team of experienced professionals is committed to providing exceptional client service and expertise in all aspects of wealth management. Meet our team members:

• Dan Stober, Managing Partner and Portfolio Manager
• Randy Williams-Gurian, Managing Partner and Sr. Wealth Advisor
• Sharon Lailey, Managing Partner and Sr. Wealth Advisor
• Tara Johnson, CFP, Managing Partner and Sr. Wealth Advisor
• Scott Sheffield, CFP, Partner and Sr. Wealth Advisor
• Jennifer Johnston, Director of Client Services and Operations
• Aron Reinvik, CIMA, Sr. Portfolio Analyst and Case Design
• Nathan Wright, Client Services and Operations Associate