Total Alignment Wealth Advisors Email Format

Financial ServicesNew York, United States2-10 Employees

Total Alignment Wealth Advisors (TAWA) is an independent, fee-only wealth advisory firm that provides comprehensive financial planning, consolidated financial organization, and private family office services for individuals with complex financial situations. The firm adds value by saving clients time and reducing worry through meticulous document management, account monitoring, coordination of external advisors, and consolidating financial information from multiple sources into a single, accessible source. It also identifies opportunities to improve clients’ financial positions by reducing taxes, fees, interest costs, insurance premiums, portfolio inefficiencies, and personal risk, using independent research and benchmarked analysis across tax and cash flow projections.

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