Financial Concierge Services

The RDM Value

We believe in building relationships over making assumptions. We get to know our clients on a personal level before ever trying to calculate anything about their future. Our holistic value-added concierge approach is what sets us apart.

We start by discussing your long-term financial goals and any short-term needs. From there, we can thoroughly assess your situation to reduce inefficiencies and maximize opportunities.

Who do we serve? Our multidisciplinary team works with high-net-worth individuals, families and C-suite executives. Through our concierge model, we create highly personalized wealth management and financial planning strategies. We factor everything in so you can devote more attention to your family, business and favorite causes.

We have a plan to help enrich your life. Let’s get started.

Investment Solutions

· Portfolio Management
· Defined Benefit | Contribution
· Alternative Investments
· Stock Option/Restricted Stock
· Real Estate
· M&A
· College Funding

Estate & Transfer Planning

· Estate Overview
· Tax minimization
· Charitable Gifting
· Beneficiary Designations
· Trust Services
· Life Insurance Consulting
· Trustee Services

Retirement Planning

· Cash Flow Planning
· Withdrawal Strategy
· Social Security Analysis
· Medicare Evaluation

Asset & Accounting Services

· Asset aggregation & Research Tools
· Balance Sheet Preparation
· Budgeting & Spending
· Cash Flow Monitoring | Reporting

Business & Family Planning

· Cash Management
· Investment Banking
· Business Succession/Asset Sale
· Key Man/Buy Sell Insurance
· Business Valuation Services

Risk Management

· Life Insurance
· Long-Term Care Insurance
· Disability Insurance

Contact Us

Let's get acquainted

10 Wright St. 1st Floor
Westport , CT 06880

Office: (203) 255-0222
Fax: (203) 255-5333
Toll free: (800) 899-3219

6501 Congress Avenue
Boca Raton , FL 33487

Office: (561) 393-8500
Fax: (561) 404-1115
Toll free: (800) 899-3219

505 Fifth Ave
14th Floor
New York , NY 10017

Office: (212) 682-2200

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
© 2020 Hightower Advisors. All Rights Reserved.