Client Focused. Period.

Strategic Partners

Custodial Partners

When you work with Align Wealth Management, we become your trusted wealth management partner.  We manage your portfolio pursuant to our agreed upon Investment Policy Statement customized just for you.  However, you remain in control of your assets at all times because your accounts are held in your name with a major third party custodian such as TD Ameritrade or Charles Schwab.  And, of course, you enjoy 24/7 access to your accounts from anywhere in the world via the internet.

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Two of the world’s strongest and largest financial companies, Schwab and TD Ameritrade both offer a powerful set of capabilities for Registered Investment Advisor firms such as Align Wealth Management. They provide sophisticated wealth management investment strategies and services, extensive practice management resources, and flexible, open technology environments all backed by three of the strongest wealth management platforms in the world.  And, importantly, Schwab and TD Ameritrade provide the peace of mind that comes with knowing that your assets are secure with a world-class custodian.

Investment Management Partners

Dimensional Fund Advisors (DFA) is privately held and has been a source of consistent innovation in the investment management industry for nearly thirty years by engineering portfolios to capture the specific dimensions of risk worth taking while adding value through patient, skillful trading and disciplined cost management. DFA uses the best ideas from leading practitioners and academic researchers, including Nobel Laureates, to help shape its investment strategy. This strategy is grounded in the efficiency of capital markets. More information on Dimensional Fund Advisors can be found at


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Forum Financial based in Chicago is an independent Registered Investment Advisor firm of 30 investment professionals (including CFPs, CPAs, and attorneys). Forum provides Align and it’s clients with a deep multi-disciplinary bench of high caliber professionals. Each Forum principal brings over 25 years experience in one or more aspects of financial management including: investment portfolio design, retirement, estate, insurance, and tax planning. Importantly, like Align, Forum is engaged in delivering wealth management services in the real world to real clients. Together, Align and Forum manage over a billion dollars in client assets. To learn more about Forum, click here.

Financial Planning Partners and its sister company, Wealthcare Capital Management helps Align Wealth Management to deliver ongoing, goal focused wealth management solutions.   Align blends the Financeware technology, the wisdom of the entire Wealthcare Capital team, and our own intellectual capital to create a customized Wealthcare plan for you.  This includes not only initial plan design and an investment policy, but also status monitoring and reporting.  This strategic alliance empowers us to help you make the most of your financial life by not only identifying your goals and managing your portfolio, but also by providing you with measurable confidence in meeting those goals, while not introducing unnecessary investment risk or making unneeded sacrifices to your lifestyle.

Portfolio Accounting, Trading, and Reporting Partner


Providing even more peace of mind is our third-party reconciliation agent, Tamarac. Tamarac provides portfolio accounting, trading, and reporting technologies to many of today’s leading fee-only, independent investment advisors. Tamarac, a division of Envestnet, Inc. is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent wealth managers.  Tamarac serves over 500 RIA firms, collectively managing more than $250 billion in assets. 

With its cutting-edge portfolio accounting systems, Tamarac provides Align with significant back office support. This allows us to spend more time focused on you, understanding your objectives, and aligning your wealth with your life.  Tamarac also helps helps us foster our commitment to complete transparency and in our commitment to the security of your assets. You will enjoy 24/7 online access to your accounts from two sources, your custodian (Schwab or TD Ameritrade) and also via Tamarac, an independent reconciliation agent. This provides a system of checks and balances and delivers peace of mind knowing your assets are always secure.

MoneyGuidePro® is one of the leading financial planning software firms offering a unique client-centered approach. Goal-based planning helps Align create a customized financial plan for you, addressing your unique expectations, concerns and goals. This tool helps drive our advice and fulfill our mission of remaining Client Focused. Period. We utilize this technology to create a comprehensive plan including all your assets, liabilities, cash flows, social security, taxes, expenses, insurances, estate planning, and charitable gifting. This way we can help you optimize all your resources – not just your investments. This strategic alliance empowers us to help you make the most of your financial life by providing you with measurable confidence in meeting your goals, while not introducing unnecessary investment risk or making unneeded sacrifices to your lifestyle.