Hightower Advisors has announced that Valley Financial Group, an independent wealth management practice based in Ambler, Pa., will join Hightower Signature Wealth (HTSW), Hightower’s fully integrated national wealth management practice.
The transaction marks the second external acquisition into HTSW this year and advances Hightower’s strategy of expanding the practice with established advisory practices seeking greater scale, centralized capabilities and long-term growth.
Valley oversees approximately $275 million in assets under management and provides comprehensive financial planning and investment management services to individuals, families and businesses.
HTSW provides integrated capabilities across investment management, financial planning, operations, technology, compliance, marketing and client service, allowing advisers to spend more time serving clients and growing their businesses.
Valley serves clients throughout Greater Philadelphia, incl