Alegre Wealth Management, LLC
Alegre Wealth Management is an independent, fee-only Registered Investment Advisor dedicated to helping mid-to-high-income and high-net-worth individuals live confident, fulfilling lives through intentional financial planning. We specialize in serving professionals navigating career growth, stock-based compensation, and life transitions — empowering clients to make informed decisions with clarity and purpose.
Rooted in our name, Alegre, meaning joy, we believe wealth is a tool to support a life well-lived. Our planning approach is highly personalized, relationship-driven, and built on ongoing education and collaboration. We provide comprehensive financial planning and investment management aligned with fiduciary best practices and tax-efficient strategies.
As a CFP®-led firm, we deliver a coordinated experience across all critical areas of a high earning professional's financial life: cash flow, retirement planning, investment strategy, equity compensation, tax planning, risk management, estate and legacy planning, and long-term care considerations. Through proactive guidance and transparent communication, we help our clients stay on track, adapt through change, and build financial independence with confidence.
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