Total Alignment Wealth Advisors

Financial ServicesNew York, United States2-10 Employees

Total Alignment Wealth Advisors (“TAWA”) is an independent, fee-only wealth advisory firm founded by clients to provide unbiased financial planning advice, consolidated financial organization and private family office services for individuals with complex financial situations.  TAWA adds value for its clients in two key ways.

First, TAWA saves clients time and worry by managing matters that clients would otherwise have to manage themselves.  Such matters include managing documents, monitoring accounts, coordinating activities of external advisors and summarizing financial information from multiple sources into one single source.

Second, once information is organized and consolidated, TAWA discovers methods for clients to enhance their financial situations.  Such methods often include techniques that reduce unnecessary taxes, excessive fees, high interest rates, large insurance premiums, significant portfolio inefficiencies and/or unreasonable personal risks, which are evaluated by TAWA through independent research, advisor-to-advisor benchmarking, and comprehensive tax and cash flow scenario impact projections for decision analysis.

TAWA’s clients include Fortune 500 corporate executives, owners of large and complex businesses, private equity and hedge fund managers, individuals with foreign assets and individuals experiencing various life events such as marriage, divorce, retirement, child births, college, business succession, inheritance and real estate transactions.   By offering a rare focus on total financial oversight, independent recommendations and administrative services typically not provided by other advisors, TAWA is able to empower its clients to make informed financial decisions that will help them save time, taxes, fees and worry both now and into their futures.

To learn more about TAWA’s high net worth and ultra high net worth private family office services, please visit www.totalalignmentwealth.com.

Sign up for free to view info

Email Format Employee directory