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Align Wealth Management

  • Who We Are
    • Meet The Team
    • Strategic Partners
  • What We Offer
    • Fiduciary Wealth Management
    • Evidence-Based Investing
    • Tax-Wise Retirement Strategies
  • Who We Serve
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Align Wealth Management
INDEPENDENT FIDUCIARY WEALTH MANAGEMENT

We are long-term client-focused advisors. Your goals are our goals. We partner with you and invest right alongside you. We are Client Focused. Period.™
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We Have Full Control Over Our Retirement Fund

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.

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30 years of dedicated service

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$430 million assets under management

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Fee-only, fiduciary services

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Named to the 2019 Financial Times 300 Top Registered Investment Advisers

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3 CFPs, 1 CPA, and 1 JD

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Advisory HQ top in the state (2016-2022)

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Oklahoman Readers’ Choice Best Financial Advisor (2013 – 2016) & (2018-2022)

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WHO IS ALIGN?

Align is an independent fiduciary wealth management firm with offices in Oklahoma City OK and St Petersburg FL 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.

WHY CHOOSE US

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HOW WE CAN HELP YOU

An Exceptional Team and a Solid Plan You Can Trust
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Fiduciary Wealth Management

Fiduciary Wealth Management

Many firms say that they offer "wealth management." But what does that really mean? True wealth management is always delivered in a fiduciary capacity pursuant to a process customized for your unique circumstances and goals. With options for multi-generational wealth services, you can feel confident and reassured that both you and your family are set for success over the long run. It's an ongoing dialogue that adapts to changes over your lifetime, so it's always relevant and easily understandable.

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Evidence-Based Investing

Evidence-Based Investing

Your financial situation is unique. Accordingly, your plan is customized to align your money with your life. Your customized portfolio will be built on decades of rigorous academic research, and the latest thinking from the brightest minds in finance applied to your particular situation.

Our investment management services include a customized written investment policy statement outlining your goals and objectives, a customized portfolio, ongoing portfolio management, and periodic performance reviews. We strive to deliver solid returns while minimizing your risk, cost, and tax.

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Tax-Wise Retirement Strategies

Tax-Wise Retirement Strategies

Over the years, our team of CFPs, CPAs, and attorneys has helped hundreds of retirees properly execute IRA rollovers, Roth conversions, and tax-wise retirement distribution strategies. Creating an optimal retirement strategy involves maximizing your return while minimizing risk, cost, and tax. We help you make the most of your retirement by combining evidence-based investing with tax-efficient financial planning. Our time-tested process includes an intelligent accumulation strategy as well as a smart distribution strategy. The result is a retirement plan designed to withstand virtually any market and tax environment. We cover all of these areas and more for you with the Align Retirement Income Planning System.

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HELPING YOU MAKE THE MOST OF YOUR ONE FINANCIAL LIFE

Our mission is to take a stand for our clients, to treat them fairly, and to give them the best chance for financial success.

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WHO WE SERVE

Retirement planning for people over age 50 with over $750,000

Over the years, our team has found that successful people like you share common goals, such as clarity in their financial life, confidence in their future and the ability to lead a meaningful life. We believe that a low-cost, well-diversified portfolio tailored to your unique situation is the key to your investment success. As an independent, privately-owned firm, we work only for you. Your goals are our goals.

We've spent decades focused on retirees, or people preparing for retirement. Accordingly, we better understand the needs, challenges, and goals of our clients. Our team is here to protect you, your family, your business, and your future. And what we hope to offer from our long experience is advice that works for you.

Enjoying a successful wealth management experience requires the right mix of creativity, experience and dogged persistence. This is the spirit of Align Wealth Management.

Over the years, we have worked through almost every conceivable market condition — crashes, bull markets, bear markets, bubbles, recessions, inflation, and a variety of political and tax environments. We've seen a wide variety of client situations, and we've responded with effective solutions.

EXPLORE OUR PROCESS

ALIGN'S CREATIVE PROCESS

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OUR STRATEGIC PARTNERS

Providing a more objective, beneficial solution by collaborating with the brightest minds in finance
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START THE CONVERSATION

Schedule a Second Opinion Meeting to make sure
you're on track

We understand it can be challenging to find the right financial planner, which is why we offer a complimentary, confidential Second Opinion meeting to help you make sure you're on track.

Our Guarantee

We stand behind our work with a no-questions-asked money-back guarantee. If you don't love the work we do for you, simply let us know within the first year and we'll gladly refund every penny in fees you paid us. No questions asked. No strings attached.

CONTACT OUR TEAM

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Headquarters

Call us at (405) 607-4820
Toll Free (800) 401-6477
13921 Quail Pointe Drive
Oklahoma City, OK 73134

Florida office

Call us at (727) 455-0033
Toll Free (800) 401-6477
125 5th Street South Suite 201
St. Petersburg, FL 33701

Contact Our Team

info@alignmywealth.com

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