ALINE WEALTH

Financial Services - Melville, NY, US

ALINE WEALTH Employees
Jan Potter

Client Service Associate

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Mark Kravietz

Managing Partner | Founder

Contact Mark Kravietz

Lissette Almanzar

Head of Marketing and Client Experience

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Peter Klein

Chief Investment Officer | Founder

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ALINE WEALTH Senior Management
Mark Kravietz

Managing Partner | Founder

Contact Mark Kravietz

Peter Klein

Chief Investment Officer | Founder

Contact Peter Klein

Contact All ALINE WEALTH Employees
ALINE WEALTH Details

Driven by the belief that wealth management is really life management, we are dedicated to designing a fully-integrated, 360-degree plan for you. It means we listen more than we talk. We dig deep to understand you, your family, your business, your unique circumstances and your legacy. And while we are focused on providing comprehensive solutions for your future and your legacy, we bring something even more rare: honest, client-focused intelligence, where clients come first. And second. And third. We are fiduciaries, meaning we are legally, professionally and personally obligated to you and you alone. No products, no opaque expenses, no company quotas and no agenda but yours.From asset allocation to estate planning. Cash flow analysis to tax strategy. Building your business to exiting it. And, above all, keeping a promise one generation makes to another. ALINE means comprehensive, holistic wealth management solutions with a decidedly human touch. We will work tirelessly to help ensure your goals and needs remain ALINED through every twist and turn of your financial journey. Because in the end, the most important investment we make is in you.Securities offered through HighTower Securities, LLC member FINRA/SIPC. HighTower Advisors, LLC is a SEC registered investment advisor.

ALINE WEALTH logo, ALINE WEALTH contact details
Website: alinewealth.com
Employees: 10 - 19
HQ: N/A
Location: Melville, NY, US
Revenue: 1 - 2.5 Million
N/A
ALINE WEALTH Technologies
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