STRENGTH IN KNOWLEDGE

Just as roots provide sustenance for a growing tree, proper advice can strengthen and support your financial future. Teak Tree partners with families to build an organized, actionable financial plan. Armed with the right information, your opportunities are boundless.

FRIENDSHIP CULTIVATES SEEDS OF CHANGE

Teak Tree Capital blossomed in the spring of 2009 — April 24 at 2:18 p.m. to be precise. But the business really took root six years earlier. That's when Stephen, Adam, and Red Goldstein (now retired but always appreciated) formed a partnership based on friendship, trust, and complementary skills while working as advisors at Merrill Lynch.

As Aristotle once said, "The whole is greater than the sum of its parts." Stephen’s clients, Adam’s clients, and Red’s clients became "our" clients in 2003, and the foundation for Teak Tree's unwavering culture of collaboration began. After all, assets and liabilities, estate and philanthropic planning, taxes, and insurances can be complicated business.

Since 2011, seven friendly faces and bright minds have joined the team. All seven have enriched Teak Tree’s ability to carry out its purpose — to teach and inform clients, to organize and simplify their lives, and to prompt them to take beneficial and appropriate actions.

Strength through working together inspired the name. Teak trees are known for their protective properties – durability, longevity, and growth in adverse conditions. Thus, the business appropriately became known as Teak Tree.

STRONG LIMBS AND SOUND ADVISORS

Teak Tree is a happy, collaborative, and close-knit workplace family with diverse backgrounds. Our team includes financial planners, portfolio managers, a social worker, an academic counselor, and two CPAs. Service at Teak Tree means clients deal directly with everyone. Thus, in-depth partnering provides clients with the knowledge and comfort to make sound financial and personal decisions for the betterment of their future.

Meet Your Partners

GROWTH THROUGH INSIGHT

We help clients organize their financial lives. While the goal might be simple, the process to get there is not. People tend to come to us for a number of reasons, most notably their desire to get their “financial house” in order in the midst of busy lives, because of a recent transition in life, or because they are unhappy with how their investments have performed. When we do our job right, our clients can act with confidence and any financial anxiety wanes.

We promise a deep commitment to listening and providing full financial planning advice around the most critical aspects of clients' stories and needs. This collaborative work between our advisors and clients often becomes intensely personal; this is why a business relationship typically evolves into a personal one as well.

We look forward to discussing the subjects important to all of our clients:

  • Financial planning to make certain financial blind spots are identified and solutions are considered.

  • Research-driven investment strategies and our philosophy focused on the arithmetic of loss.

Our Service Promise

Teak Tree is your financial advocate. We understand that earning trust requires integrity in our dealings, discipline in our processes, and accessibility to us at all times. We don't just profess a dedication to personalized service in an attempt to win your business. We work tirelessly to deliver on that promise every day.

Legal & Privacy

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

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Advisors, LLC, Member FINRA/SIPC.
brokercheck.finra.org

© 2026 Hightower Advisors. All Rights Reserved.