We Take It Personally

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 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 team is happy to help in all aspects of their client’s financial life.

This is what stands behind Alexandria’s mission statement:

We go far beyond the numbers, to support you in every facet of your financial life.

If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation.

The advice you need when you need it

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.