New York, NY Office
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Total Alignment Wealth Advisors, LLC
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Firm-wide stats for Total Alignment Wealth Advisors, LLC
About
Total Alignment serves high‑net‑worth and ultra‑high‑net‑worth individuals and families, offering private family office services, comprehensive financial planning and investment consulting. The firm delivers written financial plans, maintains client priority lists and coordinates with clients’ outside portfolio managers rather than acting as a primary discretionary investment manager.
Advisory work emphasizes scenario‑based planning and consolidated data access through a web‑based planning platform, and includes documented oversight of outside managers via semi‑annual calls, performance reviews and annual analyses. The firm employs fundamental and technical analysis to inform recommendations but leaves trade execution and discretionary authority to clients or their selected investment managers.
Distinctive features include an affiliated law practice that may provide legal services under separate engagement terms, ownership of a subsidiary registered investment adviser to which the firm refers clients (with a disclosed intercompany fee arrangement), and involvement in a fintech initiative to deliver subscription‑based planning tools. The combination of a multi‑advisor team serving a relatively small client roster while not holding client assets or voting proxies sets its operating model apart from most peer team firms.
Based on Total Alignment Wealth Advisors, LLC
Location
5 Penn Plaza, 19th Floor
New York NY 10001
Advisors at this office
3
Advisors at this office
Aimee B
CFP®, Series 63, Series 65
New York, NY
Total Alignment Wealth Advisors, LLC
Aimee Baehr is a CFP® with 12 years of experience, currently serving as an advisor at Total Alignment Wealth Advisors, LLC since 2013. She holds Series 63 and Series 65 licenses and operates a home-based administrative services business outside of her advisory role. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families, providing private family office services, comprehensive financial planning, and investment consulting. The firm coordinates with clients’ outside portfolio managers and emphasizes scenario-based planning supported by a web-based platform, without exercising discretionary authority over client assets.
Michael T
Series 65
New York, NY
Total Alignment Wealth Advisors, LLC
Michael Tripicchio is a financial advisor at Total Alignment Wealth Advisors, LLC in New York, NY, holding a Series 65 designation with four years of industry experience. His prior work includes roles at ShopRite, Rowan University, and Pure Energy Hair Studio. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families, providing private family office services, comprehensive financial planning, and investment consulting. The firm focuses on scenario-based planning and coordinates with outside portfolio managers, employing both fundamental and technical analysis without holding discretionary authority over client assets.
Robert H
CFP®, Series 66
New York, NY
Total Alignment Wealth Advisors, LLC
Robert Hayden is a CFP® professional with 14 years of industry experience, currently serving at Total Alignment Wealth Advisors, LLC since 2013. He holds the Series 66 designation and has prior experience teaching as an adjunct professor of financial planning at New York University. Hayden also served as a director on the CFP Board of Directors for a four-year term beginning in 2011. Total Alignment Wealth Advisors, LLC serves high-net-worth and ultra-high-net-worth individuals through comprehensive financial planning and family office services. The firm emphasizes planning and oversight without discretionary portfolio management, coordinating with outside managers and providing clients with detailed financial plans and action lists.
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