Alongside Wealth Advisors, LLC

The firm provides discretionary portfolio management, financial planning, and qualified plan consulting for individuals (including high-net-worth clients), trusts, estates, charitable organizations, and employer-sponsored retirement plans. Services include comprehensive financial planning, ongoing annual reviews, and 401(k) plan services such as investment policy development, non‑discretionary investment advice to plan sponsors, and participant education.

Investment management is tailored to client goals and implemented through asset allocation, rebalancing, and the use of third‑party sub‑advisers or model portfolios where appropriate. The firm invests across stocks, bonds, mutual funds, ETFs, and may include alternative investments (private equity and private credit) and direct indexing strategies, and it monitors accounts continuously while offering access to strategies such as securities‑backed lines of credit when suitable.

The firm’s leadership holds both CPA and CFP credentials and the brochure discloses an affiliation with accounting expertise, though it states the firm does not currently provide tax or accounting services or accept signatory authority over client accounts. Compared with many peers, the firm explicitly highlights ERISA co‑fiduciary plan consulting, the use of direct indexing and securities‑backed lines of credit, and the firm’s reliance on AI tools for certain processes (with an opt‑out for meeting recordings), which are notable operational features for a small, two‑advisor advisory practice.