Investment Management

At Truly Aligned: A Wealth Management Firm, we know that the investment world can be overwhelming, with countless options and constant market noise. That’s why our process begins with the Financial Alignment™ experience. This dynamic approach helps us uncover what truly matters to you regarding your finances and goals. From there, we create a comprehensive wealth management plan that aligns your financial strategies with your values and goals. 

Our Investment Philosophy

We believe in a long-term, diversified1 investment approach that fosters confidence.1 Our wealth management strategies are designed to withstand various market conditions, global events, economic shifts, and political changes, so that your financial security is both preserved and optimized. We understand that market volatility can be emotional, especially as retirement approaches. That’s why our wealth advisors also serve as your emotional safety net, guiding you through the behavioral side of investing. We help you stay focused on your long-term goals and values, so your financial decisions remain aligned with your vision and so you may not be driven by fear.

Our Team

We operate under LPL Financial, the largest independent investment firm in the U.S., managing $1.4 trillion in assets. This partnership allows us to deliver cost-efficient, high-value investment strategies tailored to your needs, ensuring your wealth is managed securely and effectively. As independent wealth managers, we prioritize flexibility and customization, focusing on strategies designed to enhance your financial well-being. Our independence enables us to identify the best investment opportunities without bias, ensuring that your portfolio aligns with your best interests.

The Benefits of Working With Us

At Truly Aligned, you’ll have a dedicated team of investment managers with a collective 120 years of experience managing your investments. We blend professional management with index-based strategies to optimize returns while keeping costs low. Index investing allows us to efficiently purchase market segments in a cost-effective manner, ensuring broad exposure and diversification where it makes sense.

As professional investment managers, we take a proactive, hands-on approach, going beyond broad market strategies. We continuously monitor your portfolio for tax-efficient growth, making timely rebalancing decisions based on changing market conditions, such as interest rate shifts or economic trends.2 Our strategic adjustments are designed to deliver strong, consistent returns while minimizing risks and controlling costs over the long term.

Personalized Investment Management

Our wealth management process starts with a detailed risk assessment to design an investment portfolio that matches your unique risk tolerance and financial objectives. As the market fluctuates, our wealth managers continuously optimize your investments to provide security and confidence. You’ll receive weekly portfolio updates, timely insights into market trends, and strategic adjustments like tax-loss harvesting to maintain efficiency. We recognize that financial needs change over time, and we’re prepared to adapt your investment portfolio to meet these changes—whether it’s funding education, buying a home, or transitioning into retirement. Our team does all the heavy lifting ensuring your investment supports your dreams. 

A Comprehensive, Turnkey Solution

We handle every aspect of wealth management—from account setup and electronic asset transfers to managing tax paperwork, ensuring it aligns with your accounting needs. You will have streamlined online access to your accounts, integrated with your personal financial website, allowing you to track your progress in real-time. This level of access enables us to regularly review and adjust your financial strategies, ensuring that your portfolio remains aligned with your evolving goals. Our team takes care of everything so that you can focus on what matters most in your life.

Why Choose Truly Aligned for Wealth Management?

Unlike many traditional firms, we go beyond simply managing assets. We focus on aligning your wealth with your values, addressing every aspect of your financial life. Our ultimate goal is to craft a financial roadmap that not only grows your wealth but also enriches your life. We believe that effective wealth management creates a meaningful financial journey that reflects who you are and what you want to achieve.

Ready to Align Your Wealth With Your Life?

If you’re seeking a holistic, value-driven approach to wealth management, we invite you to begin with our Financial Alignment™ experience. Schedule a free consultation today and take the first step toward living a Truly Aligned life. Don’t just take our word for it—explore our Google reviews to see what clients have to say about working with our wealth advisors.

Let us be your partners in aligning your wealth with your life—because when your financial journey is in sync with your life’s vision, true transformation happens. At Truly Aligned: A Wealth Management Firm, we’re here to guide you toward a more fulfilled and empowered future, ensuring that every financial decision you make supports your life’s greater purpose.

1 There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

2 Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.