Drew Nordlicht

Private Wealth Advisor and Partner, Managing Director @Crest Capital Advisors

Crest Capital Advisors provides strategic insight, investment advice, and a breadth of planning and advisory services to our high net worth and institutional client base. Our team combines investment and industry experience, expertise in financial markets, and rigorous analysis with the extensive resources of Hightower to help our clients prioritize objectives, identify investment opportunities, and realize their goals. As independent fiduciaries, we have a legal obligation to avoid conflicts of interest and act solely in the best of interest of our clients. Specialties - Personal Financial Planning - Investment Consulting / Asset Management - Asset Allocation & Portfolio Construction Strategy - Tax Minimization / Optimization - Solutions for Corporate Executives & Business Owners - 10b5-1 Sales Plans for Executives of Public Companies - Family Office Services - Wealth Transfer & Incoming Planning - Philanthropic Giving Assistance - Risk Management - Private Banking and Lending ServicesMore information available at hightowersandiego.com