HighTower, a US-based advisor-owned financial services company, has added RJ Wealth Management as its partner.
RJ Wealth Management specializes in investment planning, retirement planning, and strategies for concentrated stock positions and stock options.
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RJ Wealth Management is the 42nd team to enter the HighTower partnership since the firm’s inception in 2008.
The team will be managed by Jeffrey Vogel and Ruth Berger, who joins HighTower as partners and managing directors.
In addition, the team will also include registered senior client associate Sadie Lanzet and client associate Chris DiCostanzi.
Michael LaMena, president of HighTower, said: "With the support of our sophisticated operating infrastructure and cutting-edge technology platform RJ Wealth Management is poised for even greater growth in the New York market."
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By GlobalDataBerger added: "As partners at HighTower, we gain access to a unique platform that blends sophisticated wealth management advice with innovative technology so we can provide our clients with an unobstructed view of the financial marketplace."
Currently, RJ Wealth Management team manages approximately US$300 million in assets.
