Strategic Partners

Custodial Partners

When you work with Align Wealth Management, we become your trusted wealth management partner. We manage your portfolio pursuant to our agreed upon Investment Policy Statement customized just for you. However, you remain in control of your assets at all times because your accounts are held in your name with a major third party custodian such as TD Ameritrade or Charles Schwab. And, of course, you enjoy 24/7 access to your accounts from anywhere in the world via the internet.

Two of the world's strongest and largest financial companies, Schwab and TD Ameritrade both offer a powerful set of capabilities for Registered Investment Advisor firms such as Align Wealth Management. They provide sophisticated wealth management investment strategies and services, extensive practice management resources, and flexible, open technology environments all backed by some of the strongest wealth management platforms in the world. And, importantly, Schwab and TD Ameritrade provide the peace of mind that comes with knowing that your assets are secure with a world-class custodian 24 hours a day 365 days a year.

Investment Management Partners

Dimensional Fund Advisors (DFA) is privately held and has been a source of consistent innovation in the investment management industry for nearly forty years by engineering portfolios to capture dimensions of risk worth taking while adding value through patient, skillful trading and disciplined cost management. DFA uses best ideas from leading practitioners and academic researchers, including Nobel Laureates, to help shape its investment strategy. This strategy is grounded in the efficiency of capital markets. More information on Dimensional Fund Advisors can be found at www.dfaus.com

Forum Financial based in Chicago is an independent Registered Investment Advisor firm of over 30 investment professionals (including CFPs, CPAs, and attorneys). Forum provides Align and it's clients with a deep multi-disciplinary bench of high caliber professionals. Each Forum principal brings decades of experience in one or more aspects of financial management including: portfolio design, retirement, estate, insurance, and tax planning. Importantly, like Align, Forum is engaged in delivering wealth management services in the real world to real clients. Together, Align and Forum manage over 3.5 billion dollars in client assets. To learn more about Forum, click here.

Financial Planning Partner

MoneyGuidePro helps our team create, implement and maintain a comprehensive financial plan for each client that is tied directly to their investments. We can monitor the clients entire financial life, help them make smart financial decisions and ensure they are on track to reach their financial goals.

Portfolio Accounting, Trading, and Reporting Partner

Providing more peace of mind is our third-party reconciliation agent, Tamarac. Tamarac, a division of Envestnet, is a leading provider of web-based portfolio management software for serious independent wealth managers. Tamarac serves over 900 RIA firms, collectively managing more than $1 trillion in assets. 

With its cutting-edge technology, Tamarac provides significant back office support to Align. This allows us to spend more time focused on you, understanding your objectives, and aligning your wealth with your life. Tamarac also helps us foster our commitment to complete transparency and the security of your assets. You will enjoy 24/7 online access to your accounts from two sources: your custodian (Schwab or TD Ameritrade) and Tamarac, an independent reconciliation agent. This provides a system of checks and balances and delivers peace of mind knowing your assets are always secure.