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Align Wealth Strategies is an independent financial firm. That means we are not restricted by sales objectives or proprietary product constraints. We’re free to act in the best interests of the clients we serve.

We’re supported by the nation's largest independent broker/dealer, Commonwealth Financial Network®. We’re a happy hybrid of the very personalized service of a small business powered by the size, scale and resources of a big financial firm. We encourage you to schedule a no-obligation and no-pressure meeting with us.


This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, KY, MD, MO, NC, NJ, NY, OH, OR, PA, SC, VA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.