HighTower, a US-based advisor-owned financial services company, has added Klein Wealth Management to its partnership.
Klein Wealth Management specializes in developing tax-efficient strategies for high-net-worth individuals and families, corporations and private foundations to realize their philanthropic goals.
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Klein Wealth Management is the 39th team to enter the HighTower partnership since the firm’s inception in 2008. The team will be managed by Peter Klein, who joins HighTower as a partner and managing director.
Mike Papedis, executive vice president of HighTower, said: "When Klein and his team made the decision to join HighTower, we mobilized our deep resources during what has typically been a quiet time for advisor movement."
Commenting on the expansion, Klein said: "We are ending this year and looking ahead to 2014 with the support of a partnership that allows us to build a practice we’re passionate about, while sharing our insights and experience with some of the nation’s leading advisors."
Klein Wealth Management oversees over US$210 million in client assets. In addition to Klein, the practice consists of director of client service, Jane Voorhees.
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