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Whether you're exploring options or ready to take the next step, our team is here to support your family's legacy.

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Contact Info

Telephone

305-702-3030

Our email

info@alignedwealth.com

Our Miami office

1111 Brickell Avenue Suite 2180
Miami, FL 33131

Our Naples office

999 Vanderbilt Beach Rd Ste 509
Naples, FL 34108

Tell us where you stand.

A few questions first, then a conversation with someone who has already read your answers. In our first meeting, we look at three things: what you pay, how you are invested and what your plan is for. Then we show you what we would change, and why. You leave with a clear view of your fees, taxes and risk, whether or not you work with us.

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We don’t rely on predicting the markets

We focus on keeping more of what the markets return by managing what we can influence: fees, taxes, time horizon and temperament.

Bringing fiduciary discipline to your financial health.

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© 2026 Aligned Wealth Advisors, LLC.

We're proud to extend our long-term partnership with NewEdge Wealth, an approximately $100 billion firm, which provides back office, technology, investment management and service support for our clients.

Aligned Wealth is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. A copy of Aligned Wealth’s current written disclosure brochure filed with the SEC which discusses among other things, Aligned Wealth’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.