Driven by the belief that wealth management is really life management, we are dedicated to designing a fully-integrated, 360-degree plan for you. It means we listen more than we talk. We dig deep to understand you, your family, your business, your unique circumstances and your legacy.
And while we are focused on providing comprehensive solutions for your future and your legacy, we bring something even more rare: honest, client-focused intelligence, where clients come first. And second. And third.
We are fiduciaries, meaning we are legally, professionally and personally obligated to you and you alone. No products, no opaque expenses, no company quotas and no agenda but yours.
From asset allocation to estate planning. Cash flow analysis to tax strategy. Building your business to exiting it. And, above all, keeping a promise one generation makes to another.
ALINE means comprehensive, holistic wealth management solutions with a decidedly human touch. We will work tirelessly to help ensure your goals and needs remain ALINED through every twist and turn of your financial journey.
Because in the end, the most important investment we make is in you.
Securities offered through HighTower Securities, LLC member FINRA/SIPC. HighTower Advisors, LLC is a SEC registered investment advisor.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 445 Broad Hollow Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- alinewealth.com
- Keywords
- Melville.
- HQ
- Melville, New York
Aline Wealth Questions
Aline Wealth's website is alinewealth.com
Aline Wealth's LinkedIn profile is https://www.linkedin.com/company/aline-wealth
Aline Wealth has
8 employees.
View email and phone details for 8
employees at Aline Wealth.
Aline Wealth's industry is
Financial Services
Aline Wealth's top competitors are
Specialized Insurance,
Punturo Financial Services, Inc.,
Arena Enterprises Ltd,
Compel Ceos,
Gladiator Enterprises,
Hardline Capital,
Klein Wealth Management At Hightower,
The Berliner-Brodlieb Family Student-Managed Investment Fund,
Forest Hills Financial Group,
Factset.
Aline Wealth's categories are Financial Services
Aline Wealth's founding year is 2020
