Investment Management

Building and protecting your wealth.

At Aligned Wealth Management, I develop and implement customized investment strategies for each of my clients. I take a step-by-step process to identify your goals, risk tolerance, time horizon, and tax status. I then align and invest your account based on your unique needs and preferences. I am dedicated to helping you build and protect wealth through my investment and portfolio management services.

Contact me to discuss how I can help you with your investment and portfolio management needs!