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Our Holistic Approach to Wealth Management

At Alison Wealth Management, we offer a proven process, a commitment to excellence, and are focused on delivering personalized service. You can trust in the quality and depth of our solutions because each of our advisors are both a Certified Financial Planner™ (CFP) and a certified public accountant (CPA) or Enrolled Agent (EA) admitted to practice before the IRS. When you partner with us, you get a fully integrated tax, investment, and advisory experience.

Our process integrates our five pillars of holistic wealth management: Financial Planning, Asset Management, Tax Management, Protection Planning, & Legacy Planning to achieve your financial goals.

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The Five Pillars of Holistic Wealth Management

1. Financial Planning & Advisory

This is the foundation of wealth management. It involves assessing your current financial situation, setting goals, and creating a roadmap to achieve those goals. It considers various aspects like cash flow planning, savings and investing, as well as retirement income distribution planning. Our holistic planning process, The Bucket Plan®, involves a range of services aimed at helping you strategize and prioritize your goals for growing and protecting your wealth, as well as addressing other financial aspects of life along the way.

2. Asset Management

We recognize that managing significantly more assets requires an informed and disciplined approach. Our expert staff thoughtfully helps you construct a tax-efficient investment portfolio tailored to your risk tolerance, time horizon, and preferences. Our team analyzes different investment options, helps customize your portfolio, and regularly monitors and adjusts it to optimize returns while managing risks. In addition, we look beyond the traditional stock market to focus on helping you manage all the assets in your financial life, from real estate to private equity and everything in between.

3. Tax Management

It’s not about what you make, it’s about what you keep, and taxes can take a big bite out of your total wealth if left unmanaged. Our approach to taxes is three-fold: tax planning, tax management, and tax preparation. Tax planning is the blueprint to how we save you money on taxes. From there, the next step in building a proactive tax strategy is tax management by overseeing your taxes throughout the entire year to reduce your current and lifetime liability. Lastly, we design your tax plan to meet your needs and our team of CPAs and Enrolled Agents prepare your taxes, so you needn’t navigate complex tax law — our experts take care of it for you.

4. Protection Planning

Our approach involves assessing and mitigating risks that could affect your financial well-being. This includes having appropriate insurance coverage (such as life, health, long-term care, and disability) to protect against unforeseen events and potential financial losses. Protection planning also involves strategies to safeguard your wealth from potential risks, such as economic downturns, market volatility, or legal liabilities. This may include diversifying investments, setting up asset protection trusts, and employing risk management strategies.

5. Legacy Planning

Preserving your legacy and efficiently passing on your wealth to who you choose is a top priority, especially for those with considerable wealth. This involves organizing and managing your assets to ensure their efficient transfer to your beneficiaries after your death. We believe estate planning exists to answer three simple questions upon our passing: Where does our money go, who is in charge and what are the rules? Our team works with top estate planning attorneys to help create wills, trusts, and other documents to protect your assets, minimize taxes, and ensure your wishes are carried out.

Our Client-Specific Services

High-Net-Worth Retirees

Our team is skilled at providing specialized retirement planning services so you can maintain your desired lifestyle while protecting your wealth throughout your golden years. Using the Bucket Plan® process, we create an in-depth plan that may include tax-efficient withdrawals, risk management, legacy planning, and more. Let us help you enjoy the fruits of your labor without burden or stress. Learn more...

Affluent Clients with Stock Options

For affluent clients with stock options, especially those in the tech industry, we ‘ll guide you on how to expand the potential of these valuable assets. We’ll assist you in navigating the complexities of stock options — from incentive stock options (ISOs) to non-qualified stock options (NSOs) — to help you make proactive decisions that optimize their value for outcomes in your best interest. Learn more...

Business Owners

Alison Wealth Management comprehends the financial landscape that business owners navigate, offering services that foster business growth while safeguarding and maintaining wealth. Our holistic financial planning approach prioritizes both your business and personal aspirations. Whether your objectives include business expansion, risk management, or succession planning, we're dedicated to positioning you for success. Learn more...

Schedule a Consultation

At Alison Wealth Management, our dedicated professionals are ready to be your trusted partners and give you the clarity and support you need. Book a call with us today to get started.

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