Hightower Facilitates Altium Wealth Management-Kimberly Clouse Partnership
Hightower has facilitated a partnership between Altium Wealth Management, an associated practice of Hightower, and Kimberly Clouse, a Boston area-based family wealth advisor, bringing Altium’s total assets under management to more than $6 billion.
Altium Wealth Management joined Hightower in 2022 and offers tax management and financial planning services, in addition to an investment platform consisting of customizable direct indexing and tailored fixed income strategies.
“In Kimberly, we have found a strong executive with deep experience working with multi-generational families across a breadth of priority issues,” said Jim Dowling, an Altium founding partner. “We are excited to have Kimberly and her colleague, Kristen Caseley, join us and expand our footprint.”
Hightower announced last month that it made a strategic investment in Charles D. Hyman & Company, a Ponte Vedra Beach, FL-based registered investment advisor with $2.3 billion in assets under management.
In August 2023, Chicago-based Hightower facilitated a sub-acquisition on behalf of Highland Private Wealth Management, its advisory business based in Bellevue, WA, with Trellis Advisors, LLC, a registered investment advisory firm based in Ellensburg, WA.
