Roseland, NJ Office

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.