We put our
clients first.
And second.
And third.

It's not really wealth management.
It's life management.


We are fiduciaries

We are fiduciaries, meaning we are legally, professionally and personally obligated to you and you alone. No products, no opaque expenses, no company quotas and no agenda but yours.

No agenda but yours

We are driven by the belief that wealth management is really life management. It means we listen more than we talk. We dig deep to understand you, your family, your business, your unique circumstances and your legacy.
And while we bring a deep financial acumen to providing comprehensive solutions for your future and your legacy, we bring something even more rare: honest, client-focused intelligence, where clients come first. And second. And third.

Powered by Hightower

We are members of Hightower, a community of independent-minded financial advisors founded on a philosophy of trust and radical transparency. Collaborating and sharing insight across the Hightower network affords us the tools, technology, research, and knowledge to dig deeply into clients’ needs.

Meet ALINE Wealth

Helping you navigate life’s twists and turns

aline forbes best in state wealth advisors 2022

Forbes Best-in-State 2019-2022

aline barrons top ria firms

Barron’s Top RIA Firms 2021

aline award thrive fastest growing advisors 2019

Thrive Award Winner 2019

Our focus areas

Exit Planning Services

Our mission is to help our clients attain their goals by analyzing their needs and creating a holistic plan to protect their legacy, enhance business valuation, and achieve their life-long aspirations.
  • Valuation
  • Pre-Liquidity
  • Post-Liquidity

Philanthropic Planning Services

Our integrated services and customizable solutions are designed to address the unique challenges of endowments, foundations, and nonprofits with a focus on helping them realize both their short and long-term goals.
  • Develop, Review, And Monitor Investment Policy Statements
  • Asset Allocation And Portfolio Construction
  • Customized Reporting And Analysis For Your Investment Committee
  • Fiduciary Compliance And Oversight
  • Risk Management

Our financial services

Financial Planning

Investment Strategy

Exit Planning

Philanthropic Planning

Insurance Planning

Portfolio Reporting & Analysis

Cash Management

Tax Planning

EMoney Secure Data Vault

Plan Coordination with Family Advisors

Retirement Planning

Risk Management

Portfolio Construction & Management

Estate & Wealth Transfer Planning

How is your
portfolio holding
up during these
volatile times?


Contact us

Contact us to learn more about partnering with ALINE Wealth and making our community part of your story.