Wealth Management

Our greatest value proposition for our clients is Wealth Management, which is the combination of Financial Planning plus Investment Management.  Financial Planning provides the opportunity for us to best understand how to assist you based on your current financial situation and your long-term objectives.  With that understanding, we are able to leverage the resources of institutional money managers through our Investment Management services to work towards achieving your goals.

Wealth Management  =  Financial Planning  +  Investment Management

Elevate Your Wealth. Secure Your Future.

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Investment Management

Management and monitoring of client investment accounts.

Included services:

  • Portfolio Selection
  • Risk Tolerance
  • Investment Research
  • Rebalancing and Trading
  • Annual Reporting Performance
  • Retirement Plan Outlook
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Financial Planning

Collaborative process that takes a holistic review of clients’ finances to develop financial recommendations and ongoing partnership for implementing advice.

  • Initial Financial Plan
  • Online financial organizer
  • Areas of Focus Review
  • Electronic financial plan
  • Incremental Guidance
  • Meetings for first year
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Ongoing Financial Planning

Financial Plan Updates

  • Annual Plan Updates
  • Organized Action Items
  • Plan Progress Reporting
  • Access to Planning Portal


Financial Plan Management

  • Ongoing Meetings
  • Plan Implementation Coordination
  • Ongoing Investment Advice

Financial Areas of Focus

At Aloft Financial, we take a holistic approach to wealth management by focusing on every aspect of your financial life.

Our areas of expertise include:

Goal Setting

Establishing clear, measurable financial goals that align with your long-term vision.

Investment Planning

Crafting a diversified investment strategy tailored to your risk tolerance and objectives.

Cash Flow Management

Ensuring efficient management of your income and expenses to maximize savings.

Retirement Planning

Building a secure retirement plan to ensure a comfortable future.

Risk Management

Identifying and mitigating risks to protect your wealth and family.

Income Tax Planning

Strategizing to minimize tax liabilities and enhance your financial plan.

Family Wealth Planning

Preserving and growing wealth for future generations.

Estate and Charitable Planning

Developing strategies to manage your estate and charitable giving in a tax-efficient manner.

Business Planning

Helping business owners align their personal and professional financial goals for long-term success.

Take Control of Your Financial Future Today

At Aloft Financial, we are dedicated to helping you build and manage your wealth with confidence. Whether you’re planning for retirement, growing your investments, or protecting your family’s legacy, our team is here to provide the guidance and support you need.

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