Alliance Wealth Advisors

Alliance Wealth Advisors provides investment supervisory services and discretionary portfolio management primarily for individual clients and for pension and profit‑sharing plans. The firm manages portfolios that can be mutual‑fund focused or implemented through third‑party money managers and model allocations, and it may use an outside manager relationship with its preferred service provider to implement client strategies.

The firm establishes individualized investment policies and asset‑allocation targets through client discussions and applies a mix of fundamental analysis supplemented by technical, chart‑based, and cyclical considerations. Alliance Wealth Advisors routinely exercises discretionary authority to implement trades and conducts annual account reviews, and it specifies that clients receive custodial statements rather than written performance reports from the firm.

A notable feature of the firm is that its principals are also registered representatives of a FINRA broker‑dealer and act as independent insurance agents, which the brochure discloses results in separate compensation and potential conflicts of interest. The firm also receives non‑cash support and various benefits from its preferred custodian (including production‑based payments and other compensation) and shares fees when referring clients to other advisers, arrangements the brochure flags as material relationships that distinguish it from many peers.