Time for a New Paradigm
Wealth management provides a way to shift your thinking from how to manage money to how to live your life. Responsive and accessible we combine proactive contact with your advisor, a portfolio approach grounded in comprehensive financ ial planning, individualized portfolio options, knowledge, experience and the support of our entire team to help ensure you meet your realistic personal and financial lifestyle goals.
Wealth management meets the sophisticated needs of high net wor th individuals freeing you to focus your time and talents on career, family, hobbies, and community. The time is now to make the transition to the level of knowledge, experience, and service that we offer and you deserve.
Headquartered near Del Mar, California, Wealth Alliance provides fee and
commission based wealth management and planning services tailored to your
needs. We operate dually as our own Registered Investment Advisor (RIA)
and through Independent Financial Group’s Broker Dealer.
We value the flexibility of dual registration, as the independence it affords us and our clients increases flexibility, supports transparency and prudence in ensuring that we base our investment decisions on meeting our clients financial goals.
Once you are accepted as a member of our client family we take pride in the opportunity to provide you with an unparalleled service experience and a lifetime relationship with a financial team that is truly your ally in wealth.