Align Wealth Management

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Drew Watson

Drew Watson

Private Wealth Advisor

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Travis Ray Chaney

Travis Ray Chaney

Financial Advisor

Visit Travis Ray Chaney's website
Amy Wiitala

Amy Wiitala

Financial Advisor

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Wesley Gersh

Wesley Gersh

Financial Advisor

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Brian Wilborn

Brian Wilborn

Financial Advisor

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Heath Greenwell

Heath Greenwell

Financial Advisor

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Debra Woodard

Debra Woodard

Financial Consultant

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Suresh Sallan

Suresh Sallan

Financial Advisor

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Rusty Davis

Rusty Davis

Associate Financial Advisor

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Burns Mackey

Burns Mackey

Financial Advisor

Visit Burns Mackey's website

Team

Stacy Watson

Stacy Watson

Client Service Manager

Stephanie Johnson

Stephanie Johnson

Client Service Manager

Amber Oliver

Amber Oliver

Client Relationship Manager

Madison Haycraft

Madison Haycraft

Paraplanner

Darlene Grimsley

Darlene Grimsley

Assistant