ALINE WEALTH

ALINE WEALTH

Financial Services 445 Broad Hollow Rd 8 employees
Employees
8
Contacts
2
Emails
2

ALINE WEALTH Overview

Headquarters
445 Broad Hollow Rd
Website
alinewealth.com
Industry
Financial Services
Employees
8
Founded
2020
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About ALINE WEALTH

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.

ALINE WEALTH Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

ALINE WEALTH Org Chart

Sample employees and titles
Name Title Contact
Peter J. Klein Chief Investment Officer & Founder
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Gina Grippo-Martinez Financial Advisor at Aline Wealth
Email
Mark Kravietz Managing Partner & Founder, Aline
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Catherine Crunden Hightower Securities Llc Executive
Email

Employees by Management Level

Executive 2 profiles
Individual contributor 2 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0

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