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Total Alignment Wealth Advisors Employee Directory

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.

Find Total Alignment Wealth Advisors employees' phone numbers or email addresses

Total Alignment Wealth Advisors Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Total Alignment Wealth Advisors's Leadership

  • Stylized image of a person
    J. N.
    Managing Director And Head Of Client Relations
    Mobile Phone
  • Stylized image of a person
    I. S.
    Financial Planner
    Mobile Phone

Total Alignment Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Total Alignment Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. N.
    Managing Director And Head Of Client Relations
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    I. S.
    Financial Planner
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Total Alignment Wealth Advisors known for?

Minus sign iconPlus sign iconTotal Alignment Wealth Advisors was founded in 2013 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-212-913-****
. Explore Total Alignment Wealth Advisors's company overview page for more information.

What is Total Alignment Wealth Advisors's most common email format?

Minus sign iconPlus sign iconTotal Alignment Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Total Alignment Wealth Advisors email formats with LeadIQ.

How many employees does Total Alignment Wealth Advisors have currently?

Minus sign iconPlus sign iconTotal Alignment Wealth Advisors has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Total Alignment Wealth Advisors's key employees and leadership?

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As of August 2026, Total Alignment Wealth Advisors's key employees include:

  • Managing Director And Head Of Client Relations: J. N.
  • Financial Planner: I. S.

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