Company Overview
- Headquarters
- 8235 YMCA Plaza Drive, Suite 402, Baton Rouge LA
- Website
- align-wealth.com
- Phone
- (225) 408-0122
- Employees
- 5
- Founded in
- 2017
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Align Wealth Partners
Align Wealth Partners is a financial services firm located in Baton Rouge, Louisiana. This three-person company manages over $2.5 million in revenue. Align Wealth Partners specializes in comprehensive financial planning and wealth management for families. They work closely with clients to understand their unique needs and priorities, developing personalized action plans to address financial uncertainties. Their services include a comprehensive client wealth dashboard powered by a personalized financial planning process, providing clients with a clear picture of their wealth and strategies to pursue their long-term financial goals. The firm emphasizes a client-first approach, aiming to build long-term relationships based on trust and transparency. Align Wealth Partners leverages the resources and expertise of LPL Financial, a Registered Investment Advisor, Member SIPC, to provide clients with a wide range of financial solutions. To learn more about Align Wealth Partners and their services, visit their website at align-wealth.com.
Align Wealth Partners Industry Tags
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