AlignPoint Wealth
Who We Work With
Professionals and families age 50 and older who want to retire confidently — without wondering if they’re overpaying their advisor or missing key opportunities in their plan.
How AlignPoint Wealth Can Help
* Investment Management
* Retirement Income Strategy
* Social Security Optimization
* Tax-Smart Planning
* Estate & Legacy Planning
* Comprehensive Retirement Planning
We help you simplify your finances, reduce unnecessary fees, and create a plan that lets you retire on your terms — with peace of mind and purpose.
How It Works
It starts with a complimentary 15-minute fit call.? We’ll discuss your goals, answer your questions, and see if our flat-fee wealth management model is the right fit for your situation.
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It’s Not About Products
We don’t sell investments or insurance.?Your money goes toward building the life you’ve worked so hard for — not toward hidden commissions or sales quotas.?No conflicts of interest.?No surprises.?Just objective, fiduciary advice built around you.
It’s About Life
At AlignPoint Wealth, we believe good financial planning starts with understanding your values, not your balance sheet.?We take time to learn what matters most — family, freedom, and fulfillment — and build your plan around those priorities so you can live fully today and confidently tomorrow.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.