WHY ALLIANCE WEALTH PARTNERS®
At Alliance Wealth Partners®, our team is in the business of what matters – to you, your family, your future and your legacy. As financial advisors, we exist to empower you to live the life you want to live.
Our two CERTIFIED FINANCIAL PLANNER™ professionals have over 75 years of combined financial advisory experience. This allows us to assist you to precisely Identify, Evaluate,Grow, and Preserve your financial foundations which helps enable you to confidently live the life of your dreams.
We are able to help guide our clients with retirement planning, tax and estate planning strategies. We offer direction on other major financial decisions such as optimizing Social Security decisions, selling or buying a business, financing a home, or planning for college expenses. In short, we serve as a starting point for many aspects of their financial lives.
With our help guiding your financial plan, recommending investments, and remaining up-to-date on the latest financial and legislative developments, you can stay focused on what matters most to you.
Who We Are
We care about you, both personally and financially.
We understand that every client has different needs, and we work hard to understand their specific objectives.
We dig deep to uncover blind spots in your financial goals.
We work best with clients that are not afraid to delegate and trust our expertise.
Who We Are Not
We are not the stock tip of the week.
We are not effective with clients who don’t allow us to fully understand their dreams and goals.
We are not the best fit for the “DIY” investor that just wants to pick our brains.
We probably aren’t your investment team if you’re an adrenaline-seeker or check your portfolio every 15 minutes.
Our Promises
Our clients always come first.
Our services will be distinguished by their value to our clients in a changing, competitive market.
Our office will be a positive environment where individuals work cooperatively and promote teamwork.
Our staff will be distinguished by integrity, high standards of performance, and the pursuit of excellence in all their activities.
We will truly care about the total well-being of our clients.
We will continue to develop professional skills while pursuing continuing education in the areas of tax laws, financial planning techniques, and investment knowledge.
We understand that success obligates us to give something back to our community.
Through our personal efforts and financial resources, we will support local civic, charitable, and artistic endeavors.
We will achieve these goals by developing and advancing our current office members, hiring and training additional individuals as appropriate, and recruiting qualified individuals.
