INDIVIDUALS & FAMILIES

Financial Planning and Wealth Management

When your long-term financial stability is at stake, you want someone in your corner that is experienced and trustworthy. Our advisors have the knowledge and capability of helping you with your IRA’s, Mutual Funds and IRA rollovers if you switch companies or careers. You can entrust us as your financial advisors to help you to help you with your independent wealth and financial planning goals.

Traditional & Roth IRAs

FINANCIAL PLANNING

ESTATE PLANNING

You’ve worked hard to provide for your family and your future. You certainly don’t want (or even expect) anything to interfere with your ability to protect what you care for. But things happen — death, injury, illness, a long-term stay in a care facility — and without proper insurance, when something happens, the financial health of your family is at risk. Alegria Asset Management will show you how to use affordable insurance to protect your assets from loss in the event of an unfortunate event. You’ll know that your health, financial picture and your family’s future will be addressed no matter what the future has in store.