We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way.
Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most.
Alexandria Wealth Management Group came together 15 years ago after the core people worked alongside each other and realized they shared many of the same values and had the same “people first” focus in their businesses. It’s that depth of commitment to their clients that drives everything they do. The fact is, most of their clients come looking for advice on a wide range of life decisions - including buying a car, selling a company, mortgages, tax mitigation, estate planning and how to finance their kid’s education. The Alexandria Wealth Management Group team is happy to help in all aspects of their client’s financial life.
At Assante, we simplify your life by meeting all of your wealth management needs in one place.
You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice.
As your main source for all of your wealth needs, I can help you make the right decisions.
Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants.
As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.
Alexandria Wealth Management Group