Alliance Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alliance Wealth Management Group is an advisory firm that serves individual and high-net-worth clients, as well as trusts, pension plans and businesses, through discretionary wealth management, investment consulting and standalone financial planning engagements. The firm manages portfolios using mutual funds, ETFs, individual equity and fixed-income securities and also advises on assets held outside a primary custodian such as variable insurance products and employer-sponsored retirement plans.
AWMG’s investment process emphasizes fundamental analysis combined with an asset-allocation approach derived from Modern Portfolio Theory, and it tailors portfolios to clients’ risk tolerance and time horizon while conducting at least quarterly reviews. The firm also uses a third‑party sub-adviser to assist with portfolio implementation and relies on custodial and research services from its recommended custodian.
Compared with many mid‑sized team firms, AWMG operates from six offices—an uncommon multi‑office footprint for its peer group—and has an affiliated accounting firm under common ownership, creating opportunities to coordinate tax and accounting services as well as potential conflicts of interest that are disclosed in its brochure. Its representatives are also registered to sell commissionable securities and insurance products and the firm notes practices such as waiving planning fees for clients who engage investment management, which are features that distinguish its service mix from many peers.
Client services
Expertise
Fee options
Generally $3,500 to $15,000 for stand-alone financial planning and consulting services.
Up to 1.95% annually (negotiable, maximum fee will not exceed 1.95%)
Representatives receive normal and customary commissions for securities sales including mutual fund trail fees.
Generally $300 to $750 per hour for financial planning and consulting services.
Account minimum: $500,000
Main office
See office23 Royal Road, Suite 101
Flemington NJ 08822
Advisors at this office
4
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Georgia · Louisiana · Massachusetts · Minnesota · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas
Also doing business as
Alliance Wealth Management Group, LLC · Laura Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Lino D
CFP®
Flemington, NJ
Alliance Wealth Management Group, LLC
Lino De Angelis is a CFP® professional with 16 years of industry experience. He has worked at Alliance Wealth Management Group, LLC since 2021 and previously spent 11 years at Global Investment Management, LLC. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a fundamental analysis and Modern Portfolio Theory-based asset allocation approach, managing portfolios with mutual funds, ETFs, and individual securities tailored to client risk tolerance and time horizon.
Thomas M
PFS™, Series 66
Flemington, NJ
Alliance Wealth Management Group, LLC
Thomas Mccabe is a financial advisor with Alliance Wealth Management Group, LLC, holding the PFS™ and Series 66 designations and bringing 18 years of industry experience. He has been with Alliance Wealth Management Group since 2014 and also works with Purshe Kaplan Sterling Investments. Outside of advising, he serves as an adjunct professor teaching accounting at Rider University and is CEO of a holding company that advises businesses on growth strategies. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities with discretionary investment and wealth management, financial planning, and consulting services. The firm’s investment approach emphasizes fundamental analysis and asset allocation based on Modern Portfolio Theory, implementing portfolios with mutual funds, ETFs, and individual securities tailored to client risk tolerance and time horizon.
Hans T
Series 65
Roseland, NJ
Alliance Wealth Management Group, LLC
Hans Taenzer is a financial advisor with Alliance Wealth Management Group, LLC, holding a Series 65 designation and 19 years of industry experience. He was previously the sole member of Hans J. Taenzer, CPA, LLC, where he provided tax preparation, tax planning, and fiduciary services for 18 years. Alliance Wealth Management Group serves individual and high-net-worth clients, trusts, pension plans, and businesses with discretionary wealth management, investment consulting, and standalone financial planning. The firm employs fundamental analysis and Modern Portfolio Theory in its asset-allocation approach, tailoring portfolios to client risk tolerance and conducting regular reviews.
Steven L
Series 63, Series 65
Flemington, NJ
Alliance Wealth Management Group, LLC
Steven Linden is a financial advisor with Alliance Wealth Management Group, LLC in Flemington, NJ, holding Series 63 and Series 65 designations and 36 years of industry experience. He has been with Alliance Wealth Management Group, Purshe Kaplan Sterling Investments, and Alliance Accounting Group since 2014. Outside of advising, he is a partner at an accounting firm and a member of a holding company advising businesses on growth strategies. Alliance Wealth Management Group serves individual and high-net-worth clients, trusts, pension plans, and businesses through discretionary wealth management, investment consulting, and standalone financial planning. The firm uses a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, tailoring portfolios to clients’ risk tolerance and time horizon with at least quarterly reviews.
Johnathon R
Series 65
Flemington, NJ
Alliance Wealth Management Group, LLC
Johnathon Rosica is a Series 65–licensed financial advisor with Alliance Wealth Management Group, LLC, where he has worked since 2019. He has seven years of industry experience, including prior roles at McAdam Financial and Neato/Aneheuser Busch. Outside of finance, he has long-term involvement with Five Ponds Golf Course. Alliance Wealth Management Group serves individual and high-net-worth clients, trusts, pension plans, and businesses by providing discretionary wealth management, investment consulting, and standalone financial planning. The firm employs a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, tailoring portfolios to clients’ risk profiles and conducting regular reviews.
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