Turn Business Success into

Financial Advisor for Business Owners

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Investor Business Daily

Your Financial Quarterback for Business and Life

We act as your financial quarterback—integrating your business and personal finances into one cohesive strategy.

Your Challenges

Balancing business growth with personal finances is complex without a clear strategy or unified team.

Our Solutions

We create personalized financial plans and lead a team of experts to fully align your business and personal wealth for lasting freedom.

A Few Ways We Can Help

Business and Personal Financial Integration

We create seamless financial plans that align your business success with your personal wealth, providing a clear path to financial freedom.

Tax-Efficient Strategies

Our strategies help minimize your tax burden and maximize wealth, ensuring you keep more of what you earn.

Ongoing Financial Guidance and Accountability

Providing continuous support ensures they stay on track and adapt their financial plan as their business grows and evolves.

The Financial Freedom Approach

Learn more about how we serve you.

The AlignPoint™ Advantage

What sets us apart?

It’s our unwavering commitment to your success. We don’t just crunch numbers; we become your trusted advisors, walking alongside you every step of the way. Our approach is holistic, considering not just your business finances, but your personal goals, family needs, and long-term vision.

Your Journey to Financial Freedom Starts Here 🤝

Imagine having a trusted partner who understands the intricacies of both personal wealth management and business growth. That’s exactly what you’ll find at AlignPoint Wealth.

Client Feedback

Hear from our satisfied clients about their journey with us.

AlignPoint Wealth transformed my financial outlook. Their tailored strategies helped me achieve my business goals while maintaining my personal peace of mind.

The team at AlignPoint Wealth provided invaluable guidance. Their expertise in financial planning allowed me to focus on growing my business without worrying about my finances.

I was overwhelmed with financial decisions until I found AlignPoint Wealth. They simplified everything and helped me create a solid financial plan.

Working with AlignPoint Wealth was a game-changer. Their personalized approach made all the difference in my financial success.

AlignPoint Wealth's team is incredibly knowledgeable. They helped me navigate complex financial issues with ease and confidence.

I can't recommend AlignPoint Wealth enough! Their insights and strategies have been crucial in my journey to financial stability.

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The firm is a registered investment adviser with the state of Colorado and notice-filed in Texas and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.