ALIGNPOINT WEALTH

Overview

Alignpoint Wealth is an independent, owner-operated registered investment adviser structured as a limited liability company that focuses on individual and family clients, with additional work for small-business owners. The firm concentrates portfolio construction around public funds and mutual funds, favoring pooled, managed vehicles rather than running proprietary strategies. Alignpoint Wealth provides financial planning and discretionary portfolio management, and charges clients via a combination of percentage-of-AUM fees, hourly charges and fixed-fee arrangements. The firm does not identify as an active ESG investor, does not operate as a capital allocator, and does not advertise pension consulting or related-adviser services. Investment activity centers on conventional multi-asset mutual fund solutions and separately managed account wrappers, with an emphasis on third-party managers for any non-traditional exposure. The firm’s advisory footprint is modest and tightly focused on personalized planning and portfolio oversight for a small client base rather than large institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices