A complete list of active advisors currently associated with Alignpoint Wealth
Warmer can help you find a great advisor at Alignpoint Wealth or one who fits your needs even better.
AlignPoint Wealth provides financial planning and discretionary investment management primarily for individual and high-net-worth households, offering both ongoing comprehensive planning relationships and project-based financial plans. The firm’s services cover typical planning areas such as retirement, tax-aware investment analysis, estate planning coordination, business planning, and employee benefits optimization. Portfolios are constructed around diversified ETFs and mutual funds and follow Modern Portfolio Theory principles with a buy‑hold‑and‑rebalance orientation rather than market timing. For clients who elect it, the firm engages a third‑party sub‑advisor to implement direct indexing with tax‑loss harvesting and to accommodate security‑level exclusions that cannot be honored inside pooled funds. Distinctive aspects for a firm of this size include a formal flat‑fee comprehensive planning option alongside traditional AUM management, a specific “personalized portfolio” add‑on to handle legacy positions and tax or trading constraints, and the use of a sub‑advisor for direct indexing and tax harvesting — features that are less common among small independent advisory practices. The firm documents client‑imposed restrictions in each client’s investment policy and monitors sub‑advisor implementation as part of its ongoing advisory relationship.
To learn more about the advisors currently working at Alignpoint Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lakewood, CO
| 15
|
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