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.
Forum Financial based in Chicago is an independent Registered Investment Advisor firm of over 70 investment professionals (including CFPs, CPAs, and attorneys). Forum provides Align and its 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. To learn more about Forum, 
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.