Who We Are
We are experienced financial advisors.
Our team is dedicated to helping individuals and families, small business owners, female investors, and corporate executives secure their future, without sacrificing their present.
Why Clients Reach Out
When life happens, you can call us.
The Rand Group’s trusted advisors support you from financial planning to financial goals, and all of life’s moments in between. We are with you every step of the way.
How We Succeed Together
Your unique needs come first.
By getting to know you and asking the right questions, we apply our knowledge and strategic point of view to create tailored wealth management solutions.
We believe in...
Engaging our clients in direct dialogue
Providing clients informed, objective, fact-based perspectives and advice
A team approach
Frequent communication
Managing risks, not returns
Long-term strategies and sticking to your guns
Client relationships that transcend portfolio management
Treating clients’ assets, and challenges, as if they were our own
Our services include:
Retirement Planning
Family Needs Planning
Credit & Lending
Estate Planning Services
Business Succession
Insurance & Risk Management
Investment Services & Personal Investing
Tax Efficiency Analysis
Paul Rand
Managing Director,
Partner
Joel Rand, CIMA®
Managing Director,
Partner
Sarah Minakary, CFP®
Managing Director,
Partner
25+
YEARS
Average Experience
The Rand Group is proud to be recognized for excellence by:
Forbes
2019-2023
Best-In-State Top Wealth Advisors
Forbes
2019-2022
Best-In-State Top Next-Gen Wealth Advisors
AdvisorHub
2023
Fastest Growing Advisors to Watch
News & Insights
The Rand Group partners share market news & insights, valuable resources, wealth management knowledge, and more on our blog.
They also host industry leaders for casual conversations about timely topics on the Invested podcast.
23 Corporate Plaza Drive, Suite 130
Newport Beach, CA 92660
Office: (949) 566-8326
1300 N. Holopono St., Suite 216
Kihei, HI 96753
Office: (808) 495-8000
Toll Free: (888) 546-4640
Fax: (800) 371-9547
Legal & Privacy
Web Accessibility Policy
HTA Client Relationship Summary
HTS Client Relationship Summary
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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