#United States #St. Louis #Hightower Wealth #Brian Copeland #Zach Ungerott

Hightower Wealth Advisors Achieve Prestigious Forbes Recognition

Hightower Wealth Advisors | St. Louis is celebrating a significant achievement as advisors Brian Copeland and Zach Ungerott have been named to the esteemed Forbes 2025 Best-In-State Wealth Advisors list. This recognition showcases both advisors' dedication and innovative strategies in navigating the complexities of wealth management in a challenging economic environment.

Understanding the Recognition

Forbes compiles its Best-In-State list annually, with a focus on individuals who exemplify excellence in financial advising. This year’s list is particularly notable as it includes advisors managing approximately $16.7 trillion in assets. Copeland and Ungerott have once again established themselves distinctly through their commitment to client service and proactive investment strategies amid fluctuating market conditions.

Omar Qureshi, managing partner at Hightower Wealth Advisors | St. Louis, expressed pride in their acknowledgment, stating that both advisors excel due to their attentiveness to changing economic landscapes, tax legislation, and market volatility. This ongoing commitment sets them apart from their peers, demonstrating their capability in offering tailored guidance and expertise to a diverse clientele.

Profiles of Copeland and Ungerott

Brian Copeland, with distinctions as a Certified Private Wealth Advisor (CPWA) and Certified Financial Planner (CFP), serves as the partner and director of financial planning at the firm. His extensive knowledge in areas such as tax strategies, retirement planning, and risk management positions him as a leading figure in wealth management. Copeland emphasizes that developing comprehensive financial plans significantly impacts clients' futures, and receiving acclaim for his role as a wealth advisor reinforces his passion for the field.

Zach Ungerott, also holding the CPWA and CFP designations, works as an associate partner and senior wealth advisor at Hightower. His specialization lies in consulting with business owners on investment and retirement strategies while ensuring financial risks are carefully managed. He plays a crucial role in conducting business valuations and crafting estate and tax planning strategies that align with clients’ long-term financial goals, reflecting Hightower's commitment to quality service and client satisfaction.

The Path Forward

Both advisors have previously appeared on Forbes’ Best-In-State lists, underscoring a consistent track record of excellence. Their commitment to staying ahead of market trends and regulatory changes ensures they remain well-equipped to serve high-net-worth individuals, executives, and multi-generational families. Client trust is incredibly vital to Copeland and Ungerott, who view recognition as a motivator to further enhance their advisory services.

As Hightower Wealth Advisors | St. Louis continues its journey, both advisors are determined to uphold the principles that have led them to this recognition. Their approach is centered on creating value for the clients they serve and ensuring impactful financial outcomes through meticulous planning and guidance.

To explore the array of services offered by Hightower Wealth Advisors | St. Louis or to learn more about their team, you can visit HightowerStLouis.com.

About Hightower Wealth Advisors

Hightower Wealth Advisors | St. Louis specializes in providing comprehensive investment, financial, and retirement planning services. Catering to individuals, family offices, and corporate clients, the firm emphasizes the development of robust financial plans that go beyond mere investment management. The ensemble of qualified professionals strives to create tailored solutions that meet the unique needs of each client.

In summary, the recognition of Brian Copeland and Zach Ungerott by Forbes is not just a reflection of their individual merits, but also indicative of the high standards at Hightower Wealth Advisors | St. Louis. Their collective expertise and client-focused methods position them as trusted partners in navigating the complexities of wealth management today.