The Lerner Group at Hightower Advisors

Wealth Management

When you plan for the future, it should include the next generation in your family, the generation after that — and the ones that follow.

That’s the kind of wealth management, financial investment and estate planning approach JR Gondeck, Megan Kowalski and the team at The Lerner Group at Hightower Advisors want their clients to know.

“We like to focus on bringing the whole family together so we can educate them and walk with each person from start to finish,” says Gondeck, partner and managing director with The Lerner Group at Hightower Advisors. “Family collaboration is one of the key components we like to include when planning for retirement or creating a portfolio to manage finances.”

Gondeck and Kowalski’s approach to family wealth planning is based on decades of experience guiding clients to their financial needs. “I like to think that we serve as their quarterback and right-hand man/woman to help navigate the complex decision wealth can bring,” says Kowalski, wealth advisor and soon-to-be partner.

Whether it’s creating a plan for an estate, providing long-term investment strategies, setting financial goals or evaluating pension and profit-sharing plans, The Lerner Group at Hightower Advisors ensures its clients have full clarity.

They work to keep everyone educated through one-on-one meetings or financial literacy blogs, videos and classes — including their team.

“I’m honored to say we have a bright and driven team — you’ll constantly see someone going after additional degrees or certifications to enhance their skill set,” says Kowalski, who, alongside Gondeck, holds the FINRA Series SIE, 7,66 licenses as well as MBAs from Notre Dame and Northwestern respectively.

Helping families feel comfortable with their finances and transition into retirement or into the future remains to be the goal at The Lerner Group at Hightower Advisors.

“We’ve said it for years, a family that is fully equipped with financial literacy is a well that keeps on giving,” Gondeck says.

The Lerner Group at Hightower Advisors, 5200 Town Center Circle, Ste.105, Boca Raton, 561-486-8338, lerner.hightoweradvisors.com

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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