Alexander Wealth Solutions
Company

Alexander Wealth Solutions

Financial Services Newport Beach, California, United States 6 employees
Employees
6

Alexander Wealth Solutions Overview

Headquarters
Newport Beach, California, United States
Industry
Financial Services
Employees
6
Founded
2025
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Alexander Wealth Solutions

Our client-centric philosophy emphasizes regular and consistent contact to understand your unique needs and perspectives. We focus on delivering personalized strategies that aim to make a positive difference. Our primary services include Comprehensive Financial Planning, Asset Management, Investment Management, Wealth Management, Retirement Planning, College Planning, Risk Management, and Estate Planning. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA(www.finra.org)/SIPC(www.sipc.org) Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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