2017 Kickoff Event - Health and Wealth


2017-02-24 15-23-18The past 12 months saw market volatility, record highs for U.S. stock indexes, political surprises and much more.  Click here to watch our most recent  client event, the Annual Kickoff Event, as we unravel what happened last year and how to thoughtfully prepare for 2017.  We also had guest speaker, Travis Romine, Oak Tree's head personal trainer, discuss how to have a healthier year ahead focusing on food and fitness.

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.  We solve these problems.  It's who we are.  It's what we do.

Client Focused. Period.

At Align Wealth Management located in Oklahoma City and Tampa Bay, our only business is the delivery of objective fiduciary advice resulting in simple & elegant wealth management 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, and complete transparency.  Our team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience.  And, what we hope we have gained from our long experience is the wisdom to offer advice that works for you.

A Refreshing Advisory Relationship

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.

Wealth Management Florida

Client Focused. Period.

The Align Difference