ALINE WEALTH Employee Directory

Financial ServicesNew York, United States2-10 Employees

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.

Find ALINE WEALTH employees' phone numbers or email addresses

ALINE WEALTH Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

ALINE WEALTH's Leadership

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    M. K.
    Managing Partner | Founder
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    L. A.
    Associate Director
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    C. C.
    Executive Director
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    B. W.
    Wealth Management Associate
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    G. G.
    Financial Advisor
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  • Stylized image of a person
    B. O.
    Wealth Advisor
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Contact profiles from ALINE WEALTH

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. K.
    Managing Partner | Founder
    Phone icon
    United StatesNew York
    May 27, 2024
  • Stylized image of a person
    L. A.
    Associate Director
    Phone icon
    United StatesNew York
    May 27, 2024
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    C. C.
    Executive Director
    Phone icon
    United StatesNew York
    Oct 22, 2025
  • Stylized image of a person
    B. W.
    Wealth Management Associate
    Phone icon
    United StatesNew York
    Oct 24, 2025
  • Stylized image of a person
    G. G.
    Financial Advisor
    Phone icon
    United StatesNew York
    Nov 17, 2025
  • Stylized image of a person
    B. O.
    Wealth Advisor
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is ALINE WEALTH known for?

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ALINE WEALTH was founded in 2020 operates in the Financial Services industry. The company's main headquarters is located in 445 Broad Hollow Road, Suite 332. Explore ALINE WEALTH's company overview page for more information.

What is ALINE WEALTH's most common email format?

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ALINE WEALTH employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ALINE WEALTH email formats with LeadIQ.

How many employees does ALINE WEALTH have currently?

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ALINE WEALTH has approximately 9 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are ALINE WEALTH's key employees and leadership?

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As of December 2025, ALINE WEALTH's key employees include:

  • Managing Partner | Founder: M. K.
  • Associate Director: L. A.
  • Executive Director: C. C.
  • Wealth Management Associate: B. W.
  • Financial Advisor: G. G.

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