Aline Wealth
Driven by the belief that wealth management is really life management, we are dedicated to designing a fully-integrated, 360-degree plan for you. It means we listen more than we talk. We dig deep to understand you, your family, your business, your unique circumstances and your legacy. And while we are focused on providing comprehensive solutions for your future and your legacy, we bring something even more rare: honest, client-focused intelligence, where clients come first. And second. And third. We are fiduciaries, meaning we are legally, professionally and personally obligated to you and you alone. No products, no opaque expenses, no company quotas and no agenda but yours. From asset allocation to estate planning. Cash flow analysis to tax strategy. Building your business to exiting it. And, above all, keeping a promise one generation makes to another. ALINE means comprehensive, holistic wealth management solutions with a decidedly human touch. We will work tirelessly to help ensure your goals and needs remain ALINED through every twist and turn of your financial journey. Because in the end, the most important investment we make is in you. Securities offered through HighTower Securities, LLC member FINRA/SIPC. HighTower Advisors, LLC is a SEC registered investment advisor.
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Verified contacts
6
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
228
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CC
Catherine Crunden
Executive Director · General Business & Management
EmailPhone - BW
Brian Westerman
Wealth Management Associate · Finance & Accounting
EmailPhone - MK
Mark Kravietz
Managing Partner Founder · Other
EmailPhone - LA
Lissette Almanzar
Associate Director · General Business & Management
EmailPhone - PJ
Peter J. Klein
- - · Other
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Aline Wealth
6 distinct titles indexed · top 6 shown.
- 1- -
- 1associate director
- 1executive director
- 1financial advisor
- 1managing partner founder
- 1wealth management associate
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