You’ve built something meaningful. And we’re here to help guide it forward with clarity, perspective, and purpose. When it comes to your wealth, we’re fully committed to help you protect it, build it, and grow it into something that leaves a lasting impact for generations. Our goal matches your goal. So your success becomes a meaningful legacy for the people who matter most. Aligned at every step along the way.
“Depth designed to inform every decision.”
Aligned Private Wealth is an independent firm serving founders, business owners, multi-generational families, and select creative professionals and community foundations, whose financial lives demand depth, discretion, and coordination.
We integrate investment strategy with advanced planning, tax coordination, asset protection, and legacy design. Our role is not simply to manage capital, but to bring structure and coherence to complex decisions.
Managing a portfolio is just the foundation. The real challenge is orchestrating the moving parts of your financial life. We solve this by operating with the agility of a private family office, backed by the stability of the world’s leading institutions.
I
We manage, coordinate, and oversee every aspect of your financial profile, working directly with your CPA and attorney to ensure your entire professional team is aligned, engaged, and executing your vision.
II
We provide access to private markets from the world’s leading fund managers, alongside institutionally priced solutions for investing and strategic borrowing.
III
Your assets are held at Fidelity Investments. As a battle-tested institution safeguarding trillions, they provide the ultimate security, oversight, and precise reporting your wealth requires.
IV
As a strictly fee-only firm, our interests are identical to yours. We provide conflict-free advice centered entirely on your goals.
A Dynamic Process for an Evolving Life.
Managing significant wealth is an ongoing journey. At Aligned Private Wealth, our philosophy is simple:
We continuously ask about your priorities and true purpose of your wealth. This provides the bedrock for your comprehensive financial plan — the foundational blueprint for your future.
Using your plan as a guide, we work in tandem with your other professional partners to synchronize investment strategy with proactive tax minimization and asset protection.
We provide the continuous oversight necessary to ensure your plan adapts to changes in your life, your business, and the global markets.
We continuously ask about your priorities and true purpose of your wealth. This provides the bedrock for your comprehensive financial plan — the foundational blueprint for your future.
Using your plan as a guide, we work in tandem with your other professional partners to synchronize investment strategy with proactive tax minimization and asset protection.
We provide the continuous oversight necessary to ensure your plan adapts to changes in your life, your business, and the global markets.
“Our job is not to tell you what to think. Our job is to think about what you tell us.”
True wealth management extends far beyond investment returns. We coordinate across six interconnected disciplines. Nothing operates in isolation.
Portfolios managed to fund your specific lifestyle goals — built around your life priorities, not a benchmark index
Driving efficiency through specialized solutions and in coordination with your CPA to mitigate taxes, ensuring you keep more of what you earn.
Working with your attorney to ensure your wealth goes to the people and causes you care about, exactly as intended. Beyond the legal structures, our focus is on family stewardship—we don’t just prepare the assets for your children; we prepare your children for the assets.
Utilizing trusts, entities, and specialized insurance to safeguard your wealth from claims, creditors, and unforeseen liabilities.
Strategic stewardship, including the use of specialized charitable trusts, to maximize your capital and create lasting impact.
Specialized guidance for business owners navigating growth, liquidity events, or ownership transitions.
“We don’t scale. We specialize.” Delivering true family office capabilities requires a lean, highly dedicated core team for absolute discretion, backed by the specialized infrastructure of industry-leading institutions. We built Aligned Private Wealth to give you both.
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We partner with industry-leading organizations to ensure your core advisory team is supported by the best minds and infrastructure available:
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