Our Process

Ultra-wealthy families and individuals can feel somewhat burdened by decisions related to their wealth when each choice they make can have broader implications. To ease some of that weight, they need access to a trusted advisor to provide holistic planning and a dependable process that coordinates all the critical areas of their life.

At Alison Wealth Management, we’re a little bit different from other firms.

For most individuals and families seeking advice on their financial, tax, insurance, investment, or legal needs, they are forced to meet with different professionals. Those professionals operate in silos and they don't all collaborate on your behalf. In many cases, each of those professionals are just trying to sell their individual products or services.

The result is that you may have a lot of puzzle pieces — investment products, insurance policies, tax services, maybe even a will or a trust — but no picture on the front of the box to show how they all come together. That’s where we come in as skilled practitioners in all aspects of your finances and a process that helps you meet even the most complex needs.

The Bucket Plan Certified® (BPC) designates that advisors are taught to use a set of planning tools that ensure a comprehensive holistic planning process for clients. The resulting Bucket Plan accounts for your unique income needs, time horizon, volatility tolerance, and tax situation for a personalized and product- agnostic financial plan. The proven process ensures advisors ask the right questions and identify all necessary considerations to design a structured and comprehensive plan that supports the future you want now, soon and in the distant future.