■ The Partnership
A team behind every household.
Behind each Aligned household is a team focused on understanding your family, financial plan and portfolio, working from one connected system.
When something comes up, you can reach a member of the team that works on your plan.
Senior Wealth Advisors
Lead the relationship and own the plan end to end.
Investment Specialists, CFA
Build, manage and monitor the portfolio.
Wealth Planner
Owns the financial plan and keeps it current.
Alternative Investments Specialists
Source and monitor private-market positions.
Client Service
Handles the day-to-day so nothing slips.
■ Service & Reporting
We take the friction out of your financial life.
One live picture of everything you own, open to everyone who needs to see it.
One live picture of everything you own, open to everyone who needs to see it.
A live balance sheet.
Everything you own, wherever it's held and in whatever form, in one place that updates as it changes.
Your whole team, in real time.
Your CPA and your family office see the same live picture you do. Tax documents arrive electronically, so the season stays calm.
Private banking, handled.
When you want us to manage your banking and wires, we take care of it end to end.
Lending and liquidity.
Borrowing capacity secured against your portfolioWatch on YouTube, so short-term needs don't have to interrupt long-term positions.
Family office services.
Bill payment, audit support and tax reporting, coordinated with established specialist firms.
The technology behind it.
Two systems run underneath all of it. Vise handles direct indexing and ongoing tax management inside your portfolio. Arch gathers your tax documents in one place, so your 1099s and K-1s are not scattered across the season.*
*Aligned uses third-party technology providers, including Vise and Arch. Pat Dwyer and Greg Pool hold an ownership stake in Vise, which runs client public equity, including direct indexing. Pat Dwyer holds an ownership stake in Arch, which handles administration and reporting for client private investments. These stakes create an incentive for Aligned to recommend these providers. Conflicts we have identified, and how we manage them, are described in our Form ADV Part 2A.
■ Leadership
Built for Alignment
Our leaders come from global asset managers, large private wealth firms, technology companies and single-family offices.
