Vigilant was based in 2002 and has 31 staff, together with 11 wealth advisors. It’s led by its three co-founding principals: Jeffrey F. Carlisle, Daniel M. Mulkern and Scott D. Sorensen. The corporate makes a speciality of offering complete funding and wealth planning options to high-net-worth people and households, executives, entrepreneurs and enterprise house owners.

“We selected to align with Hightower due to their partnership strategy — offering scaling and strategic planning sources to our agency, whereas leaving us with the entrepreneurial freedom to manage the id, tradition and strategic course of Vigilant,” Carlisle stated in an announcement.

“We additionally share a spotlight in growing next-generation expertise; the sensible examples they shared from the Hightower Middle for Management, ongoing working teams, and extra made it clear that it’s one thing they’ve put important sources behind.”

Vigilant will now “acquire entry to quite a lot of value-added sources at Hightower, together with middle- and back-office assist, enterprise improvement consulting, advertising experience, and a nationwide advisor group, which is able to allow the agency to proceed its sturdy natural development tempo,” Hightower stated within the assertion.

“Vigilant Wealth Administration encompasses every little thing Hightower appears for in a accomplice: a holistic wealth administration providing, stellar natural development strategy, and spectacular management workforce dedicated to the long-term well-being of its shoppers and other people,” in accordance with Bob Oros, Hightower CEO and chairman.

Hightower affords quite a lot of providers to 132 advisory companies in 34 states and the District of Columbia.

As of March 31, Hightower had about $148.2 billion in property beneath administration. It additionally had $119.9 billion in AUM, a rise from $113.7 billion as of Dec. 31, it stated.

(Pictured: Bob Oros, Hightower CEO and chairman)