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Alignpoint Wealth
AlignPoint Wealth provides flat-fee, white-glove financial planning, tax, investment, and retirement advisement focused on client goals rather than selling...
Overview
AlignPoint Wealth provides flat-fee, white-glove financial planning, tax, investment, and retirement advisement focused on client goals rather than selling products. The firm is a registered investment adviser offering advisory services in the State of Colorado and in other jurisdictions where exempted. It emphasizes personalized tax and retirement planning at a flat-rate fee with no commissions.
General information
Firm type
Multi Family Office
Year founded
2018
Location
City
Lakewood
Principals
Nestor Vargas
CFP®, CEPA — Founder & Lead Financial Advisor
Martina Douglas
Certified DOO — Marketing & Operations
Frequently asked questions
Which sectors does Alignpoint Wealth explicitly avoid?
Alignpoint Wealth does not disclose any excluded sectors or negative screens in public materials. The firm's sector preferences are not documented.
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