# Alignpoint Wealth

Alignpoint Wealth is a Multi Family Office based in Lakewood.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lakewood
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** alignpointwealth.com
- **LinkedIn:** https://www.linkedin.com/company/nestor-vargas-cfp%c2%ae-7425a911

## Regulatory record

- **CRD number:** 297295
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297295

## About

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.

## People

- Nestor Vargas — CFP®, CEPA — Founder & Lead Financial Advisor
- Martina Douglas — Certified DOO — Marketing & Operations

## 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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Last updated: 2026-08-11T15:05:57.154Z

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