Financial security, independence,
The Rikoon Group (TRG) is an investment advisory practice in Santa Fe, New Mexico, providing long-term financial strategies for individuals, families, retirees, business owners and charitable organizations. Founded in 1987, our advisory business has continually designed a custom approach for clients because everyone has specialized needs and goals.
As a fiduciary, TRG puts clientsʼ best interests first. We communicate openly and collaborate frequently while creating and implementing personalized financial plans, keeping your values top of mind when executing an investment strategy.
We work as a unified team and our collective experience helps us support our clients and their families for generations to come.
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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