You Deserve More.
Historically, ultra-wealthy families have had access to and relied upon a trusted advisor to provide holistic planning and coordination of all the critical areas in their life. That trusted advisor gets the attorney, the banker, the stock broker, and the insurance agent all sitting at a table collaborating on their behalf.
But what about the rest of us?
For most individuals and families seeking advice on their financial, tax, insurance, investment, or legal needs, they are forced to meet with different professionals. Those professionals operate in silos and they don't all sit at the table collaborating on your behalf. In many cases each of those professionals are just trying to sell their individual products or services.
The end result is that you may have a lot of pieces of the puzzle (investment products, insurance policies, tax services, maybe even a will or a trust), but no picture on the front of the box to show how they all come together.
At Alison Wealth Management, we’re a little bit different from any other firm you’ve probably talked to in the past. Our holistic planning process ensures all of these areas are coordinated and working together.
THE HOLISTIC PLANNING PROCESS™
Holistic Planning in Your Best Interest
For all new clients, we engage in a 4-Step process to build your holistic plan:
Check out our video to learn more about the value of a holistic advisor:
Let's Have a Discussion!
Meetings can also be scheduled by calling!
Serving Clients Across The United States With Virtual Meetings.
530 Lytton Ave FL 2
Palo Alto, CA 94301
1240 Winnowing Way
Mount Pleasant, SC 29466