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Our Services

Your First Call: The Thrush Group

1. Your Concern

2. Your First Call

3. Our Solutions

Our Solutions

Access Our Team's Suite of Wealth Management, Financial Planning and Lifestyle Management Resources

Wealth Management

  • Asset Allocation

  • Investment Management/Reporting

  • Personal Financial Planning

  • Retirement Planning

  • Income Planning

  • Personal Credit Management

Family Governance

  • Family Meetings

  • Family Values Coordination

  • Next Generation/Investor Education

  • Family Mission Statement Development

Estate Planning

  • Wealth Transfer Strategies

  • Wills, Trusts & Asset Titling

  • Durable Power of Attorney

  • Business Continuity/Succession Planning

Insurance Planning

  • Disability, Whole Life & Annuities

  • Life & Estate Insurance

  • Long-Term Care Planning & Coverage

  • Captive Insurance

  • Property & Casualty Review

Philanthropy

  • Gifting Strategies

  • Foundation Establishment

  • Endowments/Donor-Advised Funds

Tax Planning

  • Tax Optimization Strategies

  • CPA Coordination

  • Real Estate Structures

Administrative Needs

  • Administrative Bill Pay

  • Aircraft/Yacht/Equine finance

  • Real Estate Management

  • Home Loans/Refinancing

Lifestyle

  • Aircraft/Yacht finance

  • Equine Finance & Management

  • Private Travel Coordination

  • Personal Security Coordination

  • Artwork, Fine Antiques & Auto Collections

Customized Financial Portal


Our process for how we manage money

Our Client Portal is an online platform that provides a consolidated view of your finances across various financial institutions, multiple asset classes and different account types. We create a customized summary of your net-worth, including your security investments, retirement savings, bank accounts, real estate, appraised assets (e.g., artwork and jewelry) and liabilities (e.g., mortgages and lines of credit).

Your holdings, positions and account values update daily providing you an accurate, comprehensive and unobstructed view of your wealth.

Financial Dashboard

Our dashboard allows you to view a summary of your investments and displays your net-worth, performance reporting, investment holdings, asset allocation and more.

Budget & Spending Summaries

The spending page provides both a summarized and itemized view of recent transactions and the ability to create a custom budget. These tools help you to understand spending habits, transactions and tracking financial goals.

Organized Summary

The organizer consolidates key information such as outside accounts, properties, businesses and key contacts. You are able to access account information, view real estate holdings, future financial goals and financial priorities in one place.

Personal Vault of Key Documents

The Vault provides a secure archive for your personal documents. Electronically file important documents, such as deeds, wills or important photos of family valuables, such as jewelry and art, easily organizing them, so that you or your loved ones may access them at any time.

Mobile Access

You can log in from any device and gain full access to your account at any time that is convenient for you.

Safety and Security of Information

Our Client Portal employs industry-leading* security practices and protocols to protect your data. These methods include password protection, secure socket layer encryption, firewalls, intrusion detection, audits, inspections and more.

* FinTech Breakthrough’s 2017 “Best Wealth Management Platform” Award; 2017 WealthManagement.com Industry Awards for Financial Planning (Advanced Analytics) and New Applications Innovation (Advisor Assurance).

Interested in customizing your financial summary? We will create a proposal to work with you using the technology to demonstrate its use.

Learn More About The Thrush Group

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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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