Total Alignment Wealth Advisors
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- Total Alignment Wealth Advisors (TAWA) is an independent, fee-only wealth advisory firm founded by clients to provide unbiased financial planning advice, consolidated financial organization and private family office services for individuals with complex financial situations. TAWA adds value for its clients in two key ways.First, TAWA saves clients time and worry by managing matters that clients would otherwise have to manage themselves. Such matters include managing documents, monitoring accounts, coordinating activities of external advisors and summarizing financial information from multiple sources into one single source.Second, once information is organized and consolidated, TAWA discovers methods for clients to enhance their financial situations. Such methods often include techniques that reduce unnecessary taxes, excessive fees, high interest rates, large insurance premiums, significant portfolio inefficiencies and/or unreasonable personal risks, which are evaluated by TAWA through independent research, advisor-to-advisor benchmarking, and comprehensive tax and cash flow scenario impact projections for decision analysis.TAWAs clients include Fortune 500 corporate executives, owners of large and complex businesses, private equity and hedge fund managers, individuals with foreign assets and individuals experiencing various life events such as marriage, divorce, retirement, child births, college, business succession, inheritance and real estate transactions. By offering a rare focus on total financial oversight, independent recommendations and administrative services typically not provided by other advisors, TAWA is able to empower its clients to make informed financial decisions that will help them save time, taxes, fees and worry both now and into their futures.To learn more about TAWAs high net worth and ultra high net worth private family office services, please visit www.totalalignmentwealth.com.
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Headquarters:5 Penn Plaza Floor 19, New York, New York, United States
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Phone Number: +1 212-913-9110
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Website: https://www.totalalignmentwealth.com
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Employees:2
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Revenue:$0 - 1M
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Legal Name:Total Alignment Wealth Advisors
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Total Alignment Wealth Advisors's Social Media
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| NAICS Code: 523110 |
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Frequently Asked Questions regarding Total Alignment Wealth Advisors
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Where are Total Alignment Wealth Advisors's Headquarters?
Total Alignment Wealth Advisors's Headquarters are in 5 Penn Plaza Floor 19,New York,New York,United States
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What is Total Alignment Wealth Advisors's phone number?
Total Alignment Wealth Advisors's phone number is +1 212-913-9110
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What is Total Alignment Wealth Advisors's official website?
Total Alignment Wealth Advisors's official website is https://www.totalalignmentwealth.com
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What is Total Alignment Wealth Advisors's Revenue?
Total Alignment Wealth Advisors's revenue is $0 - 1M
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What is Total Alignment Wealth Advisors's NAICS code?
Total Alignment Wealth Advisors's NAICS code is 523110
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How many employees are working in Total Alignment Wealth Advisors
Total Alignment Wealth Advisors has 2 employees
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What is Total Alignment Wealth Advisors's Industry?
Total Alignment Wealth Advisors is in the industry of Financial Services
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Who is Total Alignment Wealth Advisors's Vice President?
Total Alignment Wealth Advisors's Vice President is Aimee Baehr