SlideShare a Scribd company logo
1 of 8
Download to read offline
Welcome

Align Wealth Management
Services
•Wealth-management
•Investmentmanagement
•Retirement-incomeplanning
•401k-retirement-planservices
Why Choose Align ?
 We have been recognized as one of

America's top wealth management
firms by Business Week, Barron's,
Wealth Manager Magazine, Financial
Advisor Magazine, etc.
Meet The Team
As a team, we can bring all
of our energy, expertise,
and extensive professional
credentials to bear on
your situation . And,
because we work solely for
you, we are free to develop
broad strategic
relationships with the
best and brightest wealth
management experts in
areas where specialization
will add value to your
experience.
At Align Wealth Management, our only business is the delivery of
objective fiduciary advice resulting in simple & elegant wealth
management solutions. Our clients consist of a discerning group of
individuals, families, and small business owners. We believe in
straight talk, good old-fashioned common sense, hard work, and
complete transparency.
Contact Us
 Oklahoma Office

 Florida Office

 Phone: (405) 607-4820

 Phone : (727) 455-0033
Alignmywealth.com
Toll Free: (800) 401-6477
Fax: (405) 294-3340
Thank You 

More Related Content

What's hot

Qorval Peter Haines Press Release 1.17
Qorval Peter Haines Press Release 1.17Qorval Peter Haines Press Release 1.17
Qorval Peter Haines Press Release 1.17Peter Haines
 
Madison Mayfair Rolling Slides
Madison Mayfair Rolling SlidesMadison Mayfair Rolling Slides
Madison Mayfair Rolling Slidesguylean
 
Homepage presentation
Homepage presentationHomepage presentation
Homepage presentationministrycpa
 
IT&E Roles - London
IT&E Roles - LondonIT&E Roles - London
IT&E Roles - LondonLucyReid6
 
Your Future, Our Focus
Your Future, Our FocusYour Future, Our Focus
Your Future, Our Focusklookamop
 
Marks Sattin Singapore Market Insights
Marks Sattin Singapore Market InsightsMarks Sattin Singapore Market Insights
Marks Sattin Singapore Market InsightsFiveTen_Group
 
19. Brochures - SCI Global Brochure A4 Print_4.11.2015
19. Brochures - SCI Global Brochure A4 Print_4.11.201519. Brochures - SCI Global Brochure A4 Print_4.11.2015
19. Brochures - SCI Global Brochure A4 Print_4.11.2015Beata Sokolowska
 
LS_Exec-Search
LS_Exec-SearchLS_Exec-Search
LS_Exec-SearchAmy Postma
 
Realty World First Choice Stimulus Plan
Realty World First Choice Stimulus PlanRealty World First Choice Stimulus Plan
Realty World First Choice Stimulus PlanRealtyWorldFirstChoice
 
Realty World First Choice
Realty World First ChoiceRealty World First Choice
Realty World First Choicefirtchoice
 
SBA GRANT TSL 2015
SBA GRANT TSL 2015SBA GRANT TSL 2015
SBA GRANT TSL 2015Joel Bennett
 
Janice Reals Ellig - Introducing Ellig Group
Janice Reals Ellig - Introducing Ellig GroupJanice Reals Ellig - Introducing Ellig Group
Janice Reals Ellig - Introducing Ellig GroupCoolBrands People
 

What's hot (18)

Qorval Peter Haines Press Release 1.17
Qorval Peter Haines Press Release 1.17Qorval Peter Haines Press Release 1.17
Qorval Peter Haines Press Release 1.17
 
Madison Mayfair Rolling Slides
Madison Mayfair Rolling SlidesMadison Mayfair Rolling Slides
Madison Mayfair Rolling Slides
 
Homepage presentation
Homepage presentationHomepage presentation
Homepage presentation
 
IT&E Roles - London
IT&E Roles - LondonIT&E Roles - London
IT&E Roles - London
 
Real estate educators conference 22715 sdcar
Real estate educators conference 22715 sdcarReal estate educators conference 22715 sdcar
Real estate educators conference 22715 sdcar
 
Your Future, Our Focus
Your Future, Our FocusYour Future, Our Focus
Your Future, Our Focus
 
Marks Sattin Singapore Market Insights
Marks Sattin Singapore Market InsightsMarks Sattin Singapore Market Insights
Marks Sattin Singapore Market Insights
 
AC_APAC_SMC&D
AC_APAC_SMC&DAC_APAC_SMC&D
AC_APAC_SMC&D
 
19. Brochures - SCI Global Brochure A4 Print_4.11.2015
19. Brochures - SCI Global Brochure A4 Print_4.11.201519. Brochures - SCI Global Brochure A4 Print_4.11.2015
19. Brochures - SCI Global Brochure A4 Print_4.11.2015
 
LS_Exec-Search
LS_Exec-SearchLS_Exec-Search
LS_Exec-Search
 
Realty World First Choice Stimulus Plan
Realty World First Choice Stimulus PlanRealty World First Choice Stimulus Plan
Realty World First Choice Stimulus Plan
 
Realty World First Choice
Realty World First ChoiceRealty World First Choice
Realty World First Choice
 
SBA GRANT TSL 2015
SBA GRANT TSL 2015SBA GRANT TSL 2015
SBA GRANT TSL 2015
 
SCI Global Brochure
SCI Global BrochureSCI Global Brochure
SCI Global Brochure
 
Clc Overview
Clc OverviewClc Overview
Clc Overview
 
Janice Reals Ellig - Introducing Ellig Group
Janice Reals Ellig - Introducing Ellig GroupJanice Reals Ellig - Introducing Ellig Group
Janice Reals Ellig - Introducing Ellig Group
 
e4 Employment Tearsheet
e4 Employment Tearsheete4 Employment Tearsheet
e4 Employment Tearsheet
 
Invisibe ppt
Invisibe pptInvisibe ppt
Invisibe ppt
 

Similar to Align wealth management

Join Our Team and Grow With Us!
Join Our Team and Grow With Us!Join Our Team and Grow With Us!
Join Our Team and Grow With Us!Erica Sundstrom
 
Sterling Investment Advisors
Sterling Investment AdvisorsSterling Investment Advisors
Sterling Investment Advisorsguest319d3ed
 
FSC CAPABILITY BROCHURE
FSC CAPABILITY BROCHUREFSC CAPABILITY BROCHURE
FSC CAPABILITY BROCHUREIsaac Opakunle
 
Financial Advisor Job Description 2016
Financial Advisor Job Description 2016Financial Advisor Job Description 2016
Financial Advisor Job Description 2016Mary Randolph
 
EEA Fiduciary Services
EEA Fiduciary Services EEA Fiduciary Services
EEA Fiduciary Services Bryan Fiorito
 
Small Business Owners
Small Business OwnersSmall Business Owners
Small Business Ownersjbahr
 
Wealth Management For Entrepreneurs (Client Journey)
Wealth Management For Entrepreneurs (Client Journey)Wealth Management For Entrepreneurs (Client Journey)
Wealth Management For Entrepreneurs (Client Journey)Robert Wilcocks
 
Resource Central - Creative Casestudies
Resource Central -  Creative CasestudiesResource Central -  Creative Casestudies
Resource Central - Creative CasestudiesKeith Robinson
 
Cleared Job Fair Job Seeker Handbook October 3, 2019, Tysons Corner
Cleared Job Fair Job Seeker Handbook October 3, 2019, Tysons CornerCleared Job Fair Job Seeker Handbook October 3, 2019, Tysons Corner
Cleared Job Fair Job Seeker Handbook October 3, 2019, Tysons CornerClearedJobs.Net
 
Smith Cooper Brochure - 2015
Smith Cooper Brochure - 2015Smith Cooper Brochure - 2015
Smith Cooper Brochure - 2015Emma Gould
 
Redd Orb | Consulting/Business Services - Company Profile
Redd Orb | Consulting/Business Services - Company ProfileRedd Orb | Consulting/Business Services - Company Profile
Redd Orb | Consulting/Business Services - Company ProfileSandy Naidu
 
Pragmatic financial strategies, inc. about us
Pragmatic financial strategies, inc. about usPragmatic financial strategies, inc. about us
Pragmatic financial strategies, inc. about usJason Culp
 
Career brochure-landscape print
Career brochure-landscape printCareer brochure-landscape print
Career brochure-landscape printJan Duniec
 

Similar to Align wealth management (20)

Join Our Team and Grow With Us!
Join Our Team and Grow With Us!Join Our Team and Grow With Us!
Join Our Team and Grow With Us!
 
Wms
WmsWms
Wms
 
Sterling Investment Advisors
Sterling Investment AdvisorsSterling Investment Advisors
Sterling Investment Advisors
 
AboutUs_General_Summary1
AboutUs_General_Summary1AboutUs_General_Summary1
AboutUs_General_Summary1
 
FSC CAPABILITY BROCHURE
FSC CAPABILITY BROCHUREFSC CAPABILITY BROCHURE
FSC CAPABILITY BROCHURE
 
Sequoia Brochure
Sequoia BrochureSequoia Brochure
Sequoia Brochure
 
Financial Advisor Job Description 2016
Financial Advisor Job Description 2016Financial Advisor Job Description 2016
Financial Advisor Job Description 2016
 
EEA Fiduciary Services
EEA Fiduciary Services EEA Fiduciary Services
EEA Fiduciary Services
 
Small Business Owners
Small Business OwnersSmall Business Owners
Small Business Owners
 
Wealth Management For Entrepreneurs (Client Journey)
Wealth Management For Entrepreneurs (Client Journey)Wealth Management For Entrepreneurs (Client Journey)
Wealth Management For Entrepreneurs (Client Journey)
 
Resource Central - Creative Casestudies
Resource Central -  Creative CasestudiesResource Central -  Creative Casestudies
Resource Central - Creative Casestudies
 
Balanced rock company presentation 2015.4.2
Balanced rock company presentation 2015.4.2Balanced rock company presentation 2015.4.2
Balanced rock company presentation 2015.4.2
 
Cleared Job Fair Job Seeker Handbook October 3, 2019, Tysons Corner
Cleared Job Fair Job Seeker Handbook October 3, 2019, Tysons CornerCleared Job Fair Job Seeker Handbook October 3, 2019, Tysons Corner
Cleared Job Fair Job Seeker Handbook October 3, 2019, Tysons Corner
 
Smith Cooper Brochure - 2015
Smith Cooper Brochure - 2015Smith Cooper Brochure - 2015
Smith Cooper Brochure - 2015
 
Siegfried Group Story
Siegfried Group StorySiegfried Group Story
Siegfried Group Story
 
Redd Orb | Consulting/Business Services - Company Profile
Redd Orb | Consulting/Business Services - Company ProfileRedd Orb | Consulting/Business Services - Company Profile
Redd Orb | Consulting/Business Services - Company Profile
 
SCG Presentation Formal
SCG Presentation FormalSCG Presentation Formal
SCG Presentation Formal
 
Pragmatic financial strategies, inc. about us
Pragmatic financial strategies, inc. about usPragmatic financial strategies, inc. about us
Pragmatic financial strategies, inc. about us
 
One of Toronto's Most Highly Regarded Wealth Management Teams
One of Toronto's Most Highly Regarded Wealth Management Teams One of Toronto's Most Highly Regarded Wealth Management Teams
One of Toronto's Most Highly Regarded Wealth Management Teams
 
Career brochure-landscape print
Career brochure-landscape printCareer brochure-landscape print
Career brochure-landscape print
 

Recently uploaded

Log your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaignLog your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaignHenry Tapper
 
The Economic History of the U.S. Lecture 23.pdf
The Economic History of the U.S. Lecture 23.pdfThe Economic History of the U.S. Lecture 23.pdf
The Economic History of the U.S. Lecture 23.pdfGale Pooley
 
The Economic History of the U.S. Lecture 21.pdf
The Economic History of the U.S. Lecture 21.pdfThe Economic History of the U.S. Lecture 21.pdf
The Economic History of the U.S. Lecture 21.pdfGale Pooley
 
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )Pooja Nehwal
 
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptxFinTech Belgium
 
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...ssifa0344
 
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...Pooja Nehwal
 
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikHigh Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikCall Girls in Nagpur High Profile
 
Instant Issue Debit Cards - School Designs
Instant Issue Debit Cards - School DesignsInstant Issue Debit Cards - School Designs
Instant Issue Debit Cards - School Designsegoetzinger
 
Malad Call Girl in Services 9892124323 | ₹,4500 With Room Free Delivery
Malad Call Girl in Services  9892124323 | ₹,4500 With Room Free DeliveryMalad Call Girl in Services  9892124323 | ₹,4500 With Room Free Delivery
Malad Call Girl in Services 9892124323 | ₹,4500 With Room Free DeliveryPooja Nehwal
 
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...ssifa0344
 
Quarter 4- Module 3 Principles of Marketing
Quarter 4- Module 3 Principles of MarketingQuarter 4- Module 3 Principles of Marketing
Quarter 4- Module 3 Principles of MarketingMaristelaRamos12
 
20240417-Calibre-April-2024-Investor-Presentation.pdf
20240417-Calibre-April-2024-Investor-Presentation.pdf20240417-Calibre-April-2024-Investor-Presentation.pdf
20240417-Calibre-April-2024-Investor-Presentation.pdfAdnet Communications
 
03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptx03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptxFinTech Belgium
 
Q3 2024 Earnings Conference Call and Webcast Slides
Q3 2024 Earnings Conference Call and Webcast SlidesQ3 2024 Earnings Conference Call and Webcast Slides
Q3 2024 Earnings Conference Call and Webcast SlidesMarketing847413
 
The Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdfThe Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdfGale Pooley
 
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...Pooja Nehwal
 
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...ranjana rawat
 
Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...
Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...
Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...ssifa0344
 

Recently uploaded (20)

Log your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaignLog your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaign
 
The Economic History of the U.S. Lecture 23.pdf
The Economic History of the U.S. Lecture 23.pdfThe Economic History of the U.S. Lecture 23.pdf
The Economic History of the U.S. Lecture 23.pdf
 
The Economic History of the U.S. Lecture 21.pdf
The Economic History of the U.S. Lecture 21.pdfThe Economic History of the U.S. Lecture 21.pdf
The Economic History of the U.S. Lecture 21.pdf
 
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
 
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
 
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
 
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...
 
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikHigh Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
 
Instant Issue Debit Cards - School Designs
Instant Issue Debit Cards - School DesignsInstant Issue Debit Cards - School Designs
Instant Issue Debit Cards - School Designs
 
Malad Call Girl in Services 9892124323 | ₹,4500 With Room Free Delivery
Malad Call Girl in Services  9892124323 | ₹,4500 With Room Free DeliveryMalad Call Girl in Services  9892124323 | ₹,4500 With Room Free Delivery
Malad Call Girl in Services 9892124323 | ₹,4500 With Room Free Delivery
 
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
 
Quarter 4- Module 3 Principles of Marketing
Quarter 4- Module 3 Principles of MarketingQuarter 4- Module 3 Principles of Marketing
Quarter 4- Module 3 Principles of Marketing
 
20240417-Calibre-April-2024-Investor-Presentation.pdf
20240417-Calibre-April-2024-Investor-Presentation.pdf20240417-Calibre-April-2024-Investor-Presentation.pdf
20240417-Calibre-April-2024-Investor-Presentation.pdf
 
03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptx03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptx
 
Veritas Interim Report 1 January–31 March 2024
Veritas Interim Report 1 January–31 March 2024Veritas Interim Report 1 January–31 March 2024
Veritas Interim Report 1 January–31 March 2024
 
Q3 2024 Earnings Conference Call and Webcast Slides
Q3 2024 Earnings Conference Call and Webcast SlidesQ3 2024 Earnings Conference Call and Webcast Slides
Q3 2024 Earnings Conference Call and Webcast Slides
 
The Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdfThe Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdf
 
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
 
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
 
Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...
Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...
Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...
 

Align wealth management