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We Aim to Build & Secure Futures

Building & Securing Futures

At Alignment Wealth Management, our mission is dedicated to building and securing futures. We are guided by our core values of relationships, integrity, excellence, and knowledge, we are committed to forging a path that ensures lasting success and stability for you and your loved ones. We listen to your financial goals and tailor strategies to meet your unique needs. Join our firm as we create a future marked by trust, innovation, commitment, and ultimately leaving a legacy that will be remembered and cherished.

Our Core Values

Relationships
This emphasizes the importance of building and maintaining strong, positive connections with clients, partners, and employees. It reflects a commitment to creating and nurturing partnerships that are based on trust, collaboration, and mutual respect.

Integrity
This value represents a steadfast commitment to honesty, transparency, and ethical conduct. By prioritizing integrity, we ensure that our actions align with our words, fostering an environment of trust and dependability in every aspect of our work.

Excellence
We are committed to achieving and maintaining the highest standards of excellence of our work. Form the products and services we provide to the way we interact with our clients; we strive for superior quality and outstanding service.

Knowledge
We believe that knowledge is the foundation of excellence. Our dedication to continuous learning and development drives our team to stay at the forefront of our industry. We always encourage curiosity, new ideas, and training to ensure our team remains skilled and knowledgeable.

OUR COMMITMENT

At our core, we prioritize relationships, integrity, excellence, and knowledge. These values guide us in every decision we make and every interaction we have. By fostering strong, ethical connections and committing to the highest standards of quality and expertise, we are dedicated to not only meeting but exceeding your expectations.

Together, let’s create not just a promising future, but a lasting legacy for generations to come. 

Ready to build and secure your future? Let’s chat!

The Northwestern Mutual Difference

A++

AAA, Aaa, and AA+—we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.3

Top 5

We're one of the top U.S. Independent Investment Broker-Dealers.1

$8.2B

in dividends expected to be paid in 2025.4

No. 1

Best Life Insurance Company, 2023.2

Nerdwallet

1 Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2022 Revenue. Source: InvestmentNews, May 2023.

2 Ranking for 2022. ©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved.

3 Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), 8/23; Fitch Ratings, AAA (highest), 8/23; Moody's Investors Service, Aaa (highest), 11/23; S&P Global Ratings, AA+ (second highest), 5/23. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

4 Dividends are reviewed annually and are not guaranteed.