As a fee-only firm, our entire wealth management process has a singular
purpose - to help you make the most of your one financial life. Our
clean and simple business model fosters win-win relationships based on a
timeless idea ... We are Client Focused. Period.
Our only business is fiduciary wealth management. As an independent,
privately-owned firm, our recommendations are based solely on your goals
and objectives.  We work only for you ... not a large financial
company, brokerage firm, bank, or insurance company. In fact, we do not
receive any commissions or compensation from any third party. Every
penny of our revenue is derived from fully disclosed fees for the
advisory services we provide to you. Accordingly, every ounce of our
allegiance flows directly to you. We are Client Focused. Period.
Our primary value lies in the timely and accurate delivery of unbiased
wealth management services. You always know what you own and why you
own it. Rather than being limited to one contact person, you'll be
served by a unified team dedicated to your specific needs. Our team
approach enables us to help you coordinate your entire financial life
and eliminate piecemeal, disjointed advice. We continuously monitor and
manage your assets, assist with appropriate asset-titling, deliver
tax-wise asset location, perform chores such as trading, re-balancing,
record-keeping, tracking cost-basis, and other tax reporting issues.Â
Additionally, we perform periodic progress reviews and we collaborate
with your other trusted advisors (such as your CPA and attorney) to help
you minimize your taxes and maximize your resources.
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.
Yes, at the core of our culture, you'll find living, breathing people:
Brian, Dennis, Laura, Darlene, and Debbie. And, although you'll get to
know each of us well you'll work with our entire team. As a team, we can
bring all of our energy, expertise, and extensive professional
credentials to bear on your situation. And, because we work solely for
you, we are free to develop broad strategic relationships with the best
and brightest wealth management experts in areas where specialization
will add value to your experience. The results? Our objective,
exceptionally-valued Align team that is Client Focused. Period.
