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Partner With A Team Where You Matter and Make a Difference

Expand Your Team with Bestselling Dummies Author &#38; Forbes thought leader, <strong>Ivan Ill&#225;n</strong>

Expand Your Team with Bestselling Dummies Author & Forbes thought leader, Ivan Illán

Our Founder & CIO Ivan Illán, #1 Amazon Bestselling financial services Dummies author and Official Member, Forbes Finance Council believes that professional collaboration is substantially beneficial to both the advisor's practice and their clients' financial outcomes.

Boutique Is Better: Your Preferred TAMP Solution

Boutique Is Better: Your Preferred TAMP Solution

As a Hybrid RIA Platform, we understand the challenges advisors face in differentiating themselves. Our proven investment strategies and client-focused education programming have been the foundation of our success with retail investors since 2005. Now, both are accessible to independent Financial Advisors and RIAs seeking greater added value for their clients and practices.

Aligne Wealth Advisors Investment Management (AWAIM®) Core Values:

  1. Cultivating unique intellectual capital is an asset and core to client value creation.
  2. A passive, third-party managed portfolio is a lazy business model and a client’s worst enemy.
  3. A quality financial advisor proves their ability to deliver sound advice by showcasing their own audited, benchmark-relative investment management results.
  4. Being a financial advisor inherently means giving advice based on acquired knowledge and experience and demonstrating these skills through real results – not slick sales pitches or sales techniques.
  5. A financial advisor’s job is not to foster friendships but create value. As professionals, we aim to edify clients to make informed financial decisions to pursue their financial goals.
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What We Offer

Whether you're breaking away from a larger investment banking firm and want a more boutique approach to your clients needs or are a senior advisor searching for a successor firm that you and your clients can feel confident in the decision, Aligne Wealth offers an ideal solution.

Portfolio Performance History

At Aligne Wealth, you can pair your investment knowledge with our firm's independently audited performance history of the ACGM Total Portfolio Solutions Suite™. Clients will deeply value your commitment to best practices and transparency that other firms are unable to produce. No more hypothetical illustrations of what could have been. With us, your clients can see the results of our forward-looking asset allocation decisions made through the years.

Beyond Support, Growth Enabled&#160;

Beyond Support, Growth Enabled 

Financial Advisors Seeking Independence and Growth:
Highly Competitive Payouts, Proven Results, & Full Operations Support.

Now, we want to hear about you! Send us an email today to begin a conversation.

Request Your Free Copy of Ivan Illán's Bestselling Financial Services Book For Dummies

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