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.™
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.
30 years of dedicated service
$430 million assets under management
Fee-only, fiduciary services
Named to the 2019 Financial Times 300 Top Registered Investment Advisers
3 CFPs, 1 CPA, and 1 JD
Advisory HQ top in the state (2016-2022)
Oklahoman Readers’ Choice Best Financial Advisor (2013 – 2016) & (2018-2022)
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.
HOW WE CAN HELP YOU
An Exceptional Team and a Solid Plan You Can Trust
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.
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.
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.
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.
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.
ALIGN'S CREATIVE PROCESS
OUR STRATEGIC PARTNERS
Providing a more objective, beneficial solution by collaborating with the brightest minds in finance
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.
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