The Wealth Management Team that Covers All the Bases
Trusted Financial Planners + Tax Reduction Experts = Unmatched Wealth Management Services
The Right Investment Strategy + Proactive Tax Planning = Unmatched Wealth Management 1 + 1 = 3
In Our Business, 1+1=3
Some people call it “Gestalt.”
Others call it “Synergy.”
Whatever you call it…when the whole is greater than the sum of the parts, (1+1=3) you know you’ve got a winner.
And that’s why at Aligned Wealth Advisors we combine our expertise in BOTH Investments AND Tax Planning to give you the greatest net gain possible.
Because choosing the right investment strategy for your situation increases profits.
But choosing the right investment strategy, with the wrong tax structure, increases tax spending.
Our approach includes BOTH.
Welcome to Aligned Wealth Advisors!
Why Choose Aligned Wealth Advisors?
Combined Investment and Tax Planning
Certified as both CPAs and CFP Professionals, we not only understand investing but also understand the tax implications. It does no good to make thousands in interest just to hand it over to the IRS. We can help set up funds with the best returns AND minimize tax load. We have over 3 decades of experience. For us, finances aren’t just a business, they’re part of our life. As a family-owned business, we’re always talking shop!
Commitment to our
Clients
As a family-owned business that is now in its third generation, we are committed to our clients. Our vision is long-term success. And the only way we can succeed is if our clients succeed. So this philosophy drives everything we do.
No Commissions
How can you trust financial advisors who earn commissions on their recommendations? Sounds like a real conflict of interest! Other firms charge high fees and gamble your money with high-risk funds so your statements will show a profit. We don’t earn commissions; we use a transparent fee structure so you can be sure that we’re making recommendations in YOUR best interest!
Individualized Planning
There are really two business models: sell millions of cheap widgets, or sell a few high-quality ones. We opt for high quality. In order to do that, focus on our select client base and provide individualized attention. We look at the entire picture: family, finances, taxes, insurance, and lifestyle goals. Do you need a college plan? Assisted living? What are your retirement dreams? We know what to ask (and what you may not have thought about) and create a plan that will work for you.

Transparent Fee Structure
Trust builds the best relationships. That's why our approach always puts the client's best interest first. And we feel honored and humbled that our clients have trusted hundreds of millions of dollars in assets with us. So we put our best foot forward first. Our fees are transparent so that you know exactly what you are paying for and how much. No hidden fees that you discover only after reading through end-of-year statements. No “death by a thousand fees.” Just open and honest communication.
The Three Stages of Wealth Management
Grow
While you’re still relatively young is a great time to allow your money to work. Success here really hinges on the relationship between investing and taxes. Business structures, real estate, and retirement accounts all have different tax implications. So creating a strategic plan maximizes profits while slashing tax bills.
Manage
Once you’ve established a plan, we help make adjustments to the plan and manage risk. Because, as they say, no plan ever survives contact with reality. Life happens and you need to adjust. We’ve found that this is the stage that many of our current clients have come to us. Trying to keep track of everything, do the necessary research, and make sound decisions is overwhelming when you don’t do it every day. We help. It’s what we do.
Leave
They say you can’t take it with you when you go. But you can still control it. As a result of your efforts, your legacy can still have a positive impact on the world. And since your name is on it, you want to ensure that your assets are appropriately disbursed. Over the years we’ve seen the good, the bad, and the ugly, so we can help build a rock-solid plan for your legacy.
Wealth Management Services
What to Do Next
Contact
If you’d like to work with a wealth management firm that puts your success first, we would love to talk with you.
Book your free, no-obligation consultation
call today!
Plan
During our consultation, we will define your goals, inventory your assets and liabilities, and, most likely, we will ask you questions that you hadn’t considered. Then, using a combination of intuition, experience, and specialized software, our team will create a custom-tailored wealth management plan.
Relax
Knowing that your finances are managed, you can turn your attention to doing the things you love. Write that novel, sip Shiraz in Sydney, or learn to paint. No more worrying about stock prices or tax bills. Live life!
Aligned Wealth Advisors is a wealth management firm located in Fort Worth TX. With 30 years of experience, we handle financial planning, investment advisory, legacy planning, and estate planning services. For virtual or in-person services, call our office today!
CONTACT INFORMATION
PHONE
EMAIL ADDRESS
ADDRESS
5740 Boat Club Rd. Suite 101
Fort Worth, TX 76179
Operating Hours:
Monday - Friday 9AM -5PM
STAY CONNECTED
Would you like to signup to our email newsletter?