The Feinberg Stein Group at HighTower oversees and coordinates financial affairs for a select group of institutions, businesses and high net worth families. We are a wealth management group providing investment, advisory, and planning services to our clients. Our team brings decades of cumulative experience dedicated to helping our clients meet their financial goals.
We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our clients to the broader network and resources of The Feinberg Stein Group. A relationship with The Feinberg Stein Group begins with a conversation.
Our mission is to be the first choice for affluent and high net worth individuals who value what The Feinberg Stein Group and HighTower have to offer.
We take pride in our sound business principles, practices and professionalism. We have a long-standing tradition of helping investors build and preserve assets through comprehensive investment planning and estate management.
We are experienced Wealth Advisors and Portfolio Managers. We utilize our own non-proprietary investments and a combination of professional management styles to carefully construct portfolios based on our clients’ investment objectives.
Our clients pay a tiered, competitive fee based on the value of the assets we manage. Working outside of a traditional Wall Street model enables us to provide non-proprietary service at a significantly lower price, avoiding profit centers, invisible fees, sales charges and markups.
We have built relationships with a select group of professionals in most every aspect of our industry including outside money managers. Access to Wall Street research extends our capabilities for our clients far beyond a broker at a proprietary firm. The Feinberg Stein Group provides many of the resources found at a traditional Wall Street firm and more, in a transparent, cost-effective manner.
After more than 20 years of operating within a traditional Wall Street model, we determined that in order to uphold our values and obligations to serving our clients' interests, a change was necessary.
After months of deep consideration, heartfelt thought and thorough analysis, Tamara Stein and I decided to form the Feinberg Stein Group with HighTower to better advise, protect and serve you, your family and your business.
We are now an independent financial advisory firm, and we believe that independence will enhance our ability to help you accumulate, protect and transfer your wealth with an unwavering focus on your needs and goals.