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Total Alignment Wealth Advisors
Total Alignment Wealth Advisors is an independent, fee-only financial planning and multi-family office wealth advisory firm. It was founded by a group of...
Total Alignment Wealth Advisors
Total Alignment Wealth Advisors is an independent, fee-only financial planning and multi-family office wealth advisory firm. It was founded by a group of clients to provide a fully transparent and unbiased family wealth advisor for services typically beyond the scope of other advisors. The firm offers multi-disciplined expertise, superior research, proactive diligence, and a client-centric structure across Comprehensive Wealth Review, Personal CFO, and Private Family Office service levels.
General information
Firm type
Multi Family Office
Principals
Robert Hayden
JD, MBA, CFP®, CDFA™ — Managing Member and Chief Wealth Advisor
John Naccarelli
MBA — Managing Director and Head of Business Development
Aimee Baehr
CFP® — Senior Vice President & Head of Client Service
Collin Bill
CFP® — Family Office Advisor
William Lafferty
CFP® — Family Office Advisor
Michael Tripicchio — Family Office Associate
Frequently asked questions
Who runs investment decisions at Total Alignment Wealth Advisors?
No principal names have been publicly disclosed. The firm operates as a state-registered RIA, which requires at least one designated chief compliance officer and investment advisers, but those individuals are not identified in any public record we consulted.
How does Total Alignment Wealth Advisors source proprietary deal flow?
There is no documented evidence of proprietary deal sourcing. The firm's public profile is limited to its SEC registration, which does not detail sourcing mechanisms.
Does Total Alignment Wealth Advisors participate in fund commitments or only direct deals?
No investment approach is documented in any public record. The firm's deployment method—whether through fund commitments, direct deals, or both—remains undisclosed.
What investment stages does Total Alignment Wealth Advisors typically target?
No specific stage preferences are documented. Without portfolio disclosures or public commentary, the firm's target investment horizon or stage cannot be determined.
Which sectors does Total Alignment Wealth Advisors explicitly avoid?
No sector exclusions are publicly stated. The firm has not disclosed any negative screens or exclusion policies.
How is Total Alignment Wealth Advisors related to any parent or spinout?
No parent entity, affiliated organization, or spinout relationship has been publicly identified. The firm operates independently based on its SEC filing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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