Who Are We?
Align Wealth Advisors is a lifestyle-based planning and investment firm that works to help clients align their personal values with their financial plans. As an independent and boutique planning firm, it helps clients to simplify their financial lives through the development of comprehensive and coordinated investment and financial plans. As highly experienced fiduciary advisors, the team is committed to putting its clients’ best interests above all else. Align Wealth Advisors strives to build meaningful relationships with each of its clients, becoming their go-to financial resource to provide insight, value, and service at every interaction, from working years to retirement, and beyond. Ultimately, Align Wealth Advisors aims to deliver preparedness to its clients and their families and the confidence of knowing that no matter what life throws their way, their financial plan is designed to stay the course.
Tour Our Office
We are located in South Orange County, California in a lovely Spanish-Style Business Center. We recently moved to Laguna Hills from Laguna Beach and refurbished the office to reflect our lifestyle sensibilities. It’s light, airy glass walls reflect the cool, calming teal blue and cream accents. We practice what we preach when it comes to putting lifestyle first.
Video Tour
Our Innovative Programs
Align Wealth Advisors is continually utilizing innovative and illuminating tools to ensure our clients’ personal values continue to align with their financial objectives. We instituted a Harvard-based Value Cards Exercise to aid our clients in identifying their core values. We then create a Value Profile to show how a client may best invest to maintain those values and serve their hearts first.
Our firm has, since inception, worked to serve our clients in innovative ways very different from your average wealth management firm.