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Alex J

Series 63, Series 65

New York, NY

Attuned Wealth LLC

Alex Jastrzab is the sole advisor at Attuned Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior professional background includes roles at Macquarie Capital, The Carlyle Group, Ampla Technologies Inc, and Fidelity National Information Services, Inc. Attuned Wealth LLC is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and standalone financial planning. The firm’s approach uses model portfolios primarily implemented with low-cost ETFs and mutual funds, offering customization for tax management and values- or factor-based adjustments.

Concentrated stock management Tax-loss harvesting General retirement planning Income planning Cash flow / budgeting
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