Who is Align? Align is an independent fiduciary wealth management firm that helps successful people like you keep and grow your wealth. Our process combines decades of financial science with customized financial planning. We strive to deliver peace of mind by helping you make the most of your one financial life.
In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted "advice, " and paying too much in taxes, commissions, and fees.
In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted "advice, " and paying too much in taxes, commissions, and fees.
Services
At Align Wealth Management, our only business is the delivery of objective fiduciary advice resulting in simple & elegant financial planning solutions. Our clients consist of a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, hard work, reliability, and complete transparency.
Let's face it, there are plenty of providers competing for the privilege of managing your money. How does Align Wealth Management stand apart? We enjoy a long-established history of solid performance that we gladly make available upon request. On a daily basis, every account we manage is tracked by an industry leading third-party reconciliation firm verifying our actual investment performance, net of fees.
The value we deliver is a direct result of our team culture - a team of financial experts. Your team of financial experts working together with and for you. To learn more, download our 'Who We Are' brochure. Yes, at the core of our culture, you'll find living, breathing people: Brian, Dennis, Darlene, and Debbie.
Risk control can avoid painful surprises and ensure that an investment program is maintained through difficult periods. Costs & taxes matter. Costs have always mattered and tax-efficiency is increasingly important in today's tax environment. Your customized portfolio will be built on decades of rigorous academic research and the latest thinking applied to your particular situation.
This involves the astute management of your investments over time to help you achieve your goals. This requires that, before making any investment recommendations, we develop a deep understanding of your most important goals and challenges.
Armed with this understanding, we custom design a written investment plan (your IPS or Investment Policy Statement) that accounts for your time horizon and risk tolerance while maximizing your probability of success.Then, we monitor your portfolio daily to ensure it's always on track. Leaving nothing to chance, our entire investment process is backed by decades of Nobel Prize-winning academic research - what we call The Science of Investing.
Armed with this understanding, we custom design a written investment plan (your IPS or Investment Policy Statement) that accounts for your time horizon and risk tolerance while maximizing your probability of success.Then, we monitor your portfolio daily to ensure it's always on track. Leaving nothing to chance, our entire investment process is backed by decades of Nobel Prize-winning academic research - what we call The Science of Investing.
