Hightower Advisors, LLC

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Bay Area Financial Advisors | Lyon Wealth Management Leading Your Financial Life Meet The Team Our Mission We strive to be your family’s key advisor in all financial matters. With more than 40 years of experience in financial advising and investment management, we work to simplify the complex issues that you face every day. We seek to understand your individual financial needs and objectives, as well as your tolerance for risk and volatility, and we use this information to create a personalized investment plan. Our committed and experienced advisors take a holistic approach to providing our clients with fiduciary advice. Fiduciary Duty We serve you, your family, and your business as fiduciaries. A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person has an obligation to act for another’s benefit. We are not beholden to sales agendas or proprietary products—rather, our partnership with Hightower gives us access to quality investment solutions from top firms and service providers. Our model enables our clients to benefit from competitive pricing, as well as a diverse selection of sophisticated products and services. Our Value Proposition We provide you with a structure, so you can feel confident about your finances. By allowing us the opportunity to support you in the planning and management of your balance sheet, income statement and business plan, you’re able to

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