Hightower announced that it facilitated a partnership between Altium Wealth Management, its associated team with offices in New York and Connecticut, and Kimberly Clouse, an established family wealth advisor in the Boston area. Together, they enhance their abilities to deliver customized wealth advisory services to a high-net-worth clientele nationwide.
This partnership is driven by a shared commitment to a client-centric service model built around what families need and expect, as well as a long-standing desire to help the industry evolve. And the combination will bring Altium’s total AUM to over $6 billion.
Altium Wealth Management joined Hightower in 2022. It offers sophisticated tax management and financial planning services, plus an investment platform consisting of customizable direct indexing and bespoke fixed income strategies.
KEY QUOTES:
“In Kimberly, we have found a strong executive with deep experience working with multi-generational families across a breadth of priority issues. We are excited to have Kimberly and her colleague, Kristen Caseley, join us and expand our footprint.”
-Jim Dowling, an Altium founding partner
“Altium gives my team access to more robust resources, allowing us to better serve our clients’ evolving needs. I have never been more impressed by a single firm’s combination of talent, capabilities, and technology. I am excited to be part of such a forward-looking organization, which also brings the benefit of access to Hightower’s resources.”
-Kimberly Clouse
“We’re excited for these two strong businesses to come together and to continue supporting Altium’s vision.”
-Bob Oros, Chairman and CEO, Hightower
