Jan Potter's Colleagues at ALINE WEALTH
Jan Potter's Contact Details
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New York City Metropolitan Area
ALINE WEALTH
Jan Potter's Company 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.