Wealth teams alliance Investment advice offered through Synergy Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. Save. Submit. Investment Advisory Representative (IAR) – Wealth Teams Alliance President – Benjamin Advisory Group 15520 Rockfield Blvd, Suite G, Irvine, CA 92618 Office. 1882 Fax. 0099 x509 f. With Over 50 Years Of Experience, Our Financial Advisors Provide Expertise On Investment Guidance, T. Guy Baker faced was building a sustainable team dedicated to client needs. G, Irvine, CA, 92618 o. Follow. We are a group of experienced 12526 High Bluff Drive, Suite 300 San Diego, CA 92130 Tel: (858) 793-0513 Timothy Latimer is a financial advisor based in Irvine, California, working with Wealth Teams Alliance. The services offered by the firm include financial planning Team Elaine Chandler Events Manager Emily Gorz. Keep your future secure with financial planning by Wealth-teams. Why Financial Planning is important to have secured life ahead? Wealth Coach – Wealth Teams Alliance IAR – AP 2 Retirement Income Advisors 15520 Rockfield Blvd, Ste. There is no form of legal partnership agency affiliation, or similar Wealth Teams Alliance (WTA): Helping Families Achieve Financial Independence According to Statistica Research, there are nearly 15,000 RIAs providing investment services to families. 503. View Bill Bieda’s profile Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Wealth Coach – Wealth Teams Alliance Investment Advisory Representative (IAR) – AP2 Retirement Income Advisors 15520 Rockfield Blvd, Suite G, Irvine, CA 92618 Office. #104 Apple Valley, Minnesota 55124 (952) 431-2224. Irvine , California , United States 11-50 Wealth Teams Alliance. Wealth Teams Alliance focuses on both income generation and risk management through its comprehensive financial plans. 3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. Email. , and may be either investment advisor representatives of (1) LPL Financial, a registered investment advisor; or (2) Synergy Investment Management. 9124 [email protected] www. The firm employs 10 financial advisors to manage client portfolios and provide financial guidance. The Wealth Alliance Client Portal Login Fidelity supported by a top-tier team of service professionals. 641. 5192 Fax. Reviews. Advisory services are only offered to clients or prospective clients where The Wealth Alliance and its representatives are properly licensed Wealth Teams Alliance and TEAMS are affiliated but independently operated. Wealth Teams Alliance uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees. Investment Advisory Services offered through Wealth Teams Alliance, Inc. Disclaimer: The Simple Retirement Calculator is an excel spreadsheet designed to compute income and growth of assets including inflation-based assumptions. Timothy has passed the Series 63 and Series 65 regulatory exams and is registere Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. This field is for validation purposes and should be left unchanged. david@synergywealthalliance. Partner, Wealth Manager. Founded in 2019 by Ethan James, who has served as Chief Investment Officer since its inception, the firm currently has a team of more than 90 analysts managing more than 1,000 investments worldwide and a global portfolio valued at more than Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. David J. 7526 [email protected] Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Currently, Keith is part of Wealth Teams Alliance, which operates out of Irvine, California. Another challenge Dr. Fidelity is a service provider to The Wealth Alliance. With Over 50 Years Of Experience, Our Financial Advisors Provide Expertise On Investment Guidance, Tax Planning, Retirement Planning and Legacy Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. * #1 Staying Power. 0247 [email protected] www. 322. Wealth Teams Alliance, a Registered Investment Advisory Firm, Baker Jensen Investment Advisors, a registered investment advisor, and Alexander Beard USA, an international financial consulting firm in six countries. The calculations are Currently, Dane is part of Wealth Teams Alliance, which operates out of Irvine, California. We have found clients want their advisor to listen carefully to them, help them define their financial goals and objectives, and Wealth Teams Alliance (WTA) is a financial advisory firm specializing in retirement planning, emphasizing a data-driven, evidence-based approach to wealth accumulation and retirement. 0099 Fax. EDUCATION BS/Economics in 1967 from Claremont McKenna College Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. 221. Phone: 949-900-0099 Fax: 949-900-0247 15520 Rockfield Blvd. com Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Wealth Teams Alliance oversees $199. We have found clients want their advisor to listen carefully to them, help them define their financial goals and objectives, and then show Wealth Teams Alliance differentiates between “right-brain” investors who rely on intuition and “left-brain” investors who trust data and process—the ideal clients. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas. The Tutelas Financial Team joined Wealth Partners Alliance in 2025 from Ameriprise Financial Services, bringing decades of combined experience and expertise in financial planning, portfolio management, and multi-generational family services. Wealth Advisor Alliance is a turnkey asset management program & technology platform for financial advisors seeking to start RIA firms & outsource back offices. Wealth Teams Alliance. 949. Read writing from Wealth Teams Alliance on Medium. "With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to USMC Veteran<br>“Semper Fi” · Experience: Wealth-Teams Alliance · Education: University of Nebraska at Omaha · Location: Potomac · 500+ connections on LinkedIn. The Wealth Alliance Company Stats. Wealth Teams Alliance manages $199. Wealth Alliances is a financial advisory firm headquartered at 28th Floor, One South Street, Philadelphia, Pennsylvania 19107, USA. Investors Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. 661. Headquarters Melville, New York Rich Mullen and the team at Pallas Capital Advisors see tremendous alpha in private markets. S. Experience: Wealth Teams Alliance, LLC · Education: Claremont McKenna College · Location: Irvine · 500+ connections on LinkedIn. With 75-years of combined financial services industry experience of helping affluent families and businesses pursue their goals, our team shares knowledge and guidance through a collaborative, consultative approach. In this role, Elaine is responsible for planning and executing events unlike anything else in Hi! Please let us know how we can help. John achieved the honor of being on the Dean’s List throughout his studies at SUNY Binghamton, where he earned a Bachelor of Science in Financial Economics. The firm has 8 offices and 26 employees. Our team is here and ready to help! Name. Peckham, CFP ®, CLU, ChFC, LUTCF, CASL Conferred by The American College. Grow globally, and benefit from top-tier training and rewards. Currently, Dane is part of Wealth Teams Alliance, which operates out of Irvine, California. 63 likes. 0099 x509 Fax. Registration with the United States Securities and Exchange Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Fidelity Investments and Fidelity Clearing & Custody Solutions (together “Fidelity”) is an independent company, unaffiliated with The Wealth Alliance. Elaine Chandler is the Events Manager for The Family Wealth Alliance. More. wealth-teams. The firm manages assets totaling $199. Why Financial Planning is important to have secured life ahead? His most recent book, “The Great Wealth Erosion,” teaches investors how to control the four critical factors that oftentimes make or break long-term investment success. Wealth Coach – Wealth Teams Alliance 15520 Rockfield Blvd, Suite G, Irvine, CA 92618 Phone. At Smart Agent Alliance, with the Wolf Pack eXp Sponsor Team 🐺, we help agents surpass financial goals, gain freedom, and retire early!😎 Multiple Income Streams, 4 Ways to Earn & Secure Wealth * Unmatched Opportunities. 3 million in assets under management across 912 accounts, all of which are Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. To ensure stability, Wealth Teams Alliance invests heavily in creating John is a Financial Planning Associate at The Wealth Alliance. 316. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. com. As of October 2024. Infinity Team. Currently, Joshua is part of Wealth Teams Alliance, which operates out of Irvine, California. We rely on our experience and education to analyze our client’s Wealth Teams Alliance is a group of experienced fiduciaries helping investors reach their goals with a time-tested process built on six decades of academic research and evidenced by five The Wealth Teams Alliance brings together dedicated professionals who value their clients and strive to help them build wealth and stablize their retirement income. An exceptionally dedicated individual, John is a welcome addition to The Wealth Alliance team. com OUR TEAM. Michael has previously held positions at Wealth Management, LLC, Vestory LLC, and Retirement Plan Consul. Investment Advisory Representative – Wealth Teams Alliance President – Howard Financial & Wealth Management 5401 Business Park South, Suite 112, Bakersfield, CA 93309 Office. 706. Other books Guy has written include “Investment Alchemy,” a guide to stock market management; and “Baker’s Dozen,” which cover’s Guy’s thirteen fundamental executive compensation, and transition strategies. The services offered by the firm include financial planning His most recent book, “The Great Wealth Erosion,” teaches investors how to control the four critical factors that oftentimes make or break long-term investment success. Photos. ap2retirementincomeadvisors. , Suite G Gary Million What does financial well-being look like? At Wealth Teams Alliance, we know everyone’s view of financial well-being is truly unique, which is why GUY BAKER is the founder and managing director of Wealth Teams Alliance, a group of experienced fiduciaries helping investors reach their retirement goals with a time-tested process built on six decades of academic research and evidenced by five Nobel prizes. Question. We believe that success hinges not simply on our skills, but on the relationships we build with you and your family. With Over 50 The Wealth Teams Alliance is a wealth advisor. With an impressive variety of skill sets and over 50 years in combined experience, our diverse team has one common denominator - a passion to be the best we can each and every day for the health and wealth of our clients. 321-203-4458. The services offered by the firm include financial planning Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Program Manager. The services offered by the firm include financial planning Wealth Coach – Wealth Teams Alliance Investment Advisory Representative (IAR) – AP2Retirement Income Advisors 15520 Rockfield Blvd, Suite G, Irvine, CA 92618 Office. Securities and Exchange Commission. 0247 12526 High Bluff Drive, Suite 300 San Diego, CA 92130 Tel: (858) 793-0513 Our insurance and estate planning services help protect your assets and provide financial security for you and your loved ones. 3950 Contact. Wealth Teams Alliance is located at 15520 Rockfield Blvd, Irvine, CA. The Wealth Alliance is a registered investment advisory firm with the U. PLAN (7526) Cell. With Over 50 Years Of Experience, Our Financial Advisors Provide Expertise On Investment Guidance, T Currently, Guy is part of Wealth Teams Alliance, which operates out of Irvine, California. By offering tailored investment strategies and assessing Wealth Teams Alliance. 900. Wealth Teams Alliance, registered in 2022, serves 12 state (s) with a licensed staff of 8 advisors. 12526 High Bluff Drive, Suite 300 San Diego, CA 92130 Tel: (858) 793-0513 Registered Investment Advisors and advisory services are offered through Alliance Wealth Advisors, LLC, an SEC Registered Investment Advisor. First Last. As a team member at Wealth Alliance, Michael assists with investment modeling and analysis. In his free time Michael likes to travel Advisory services offered through Wealth Alliance, LLC, a CA Registered Investment Advisor. In his free time Michael likes to travel Wealth Teams Alliance renders retirement planning, mortgage income funds, investment management, tax, legacy & financial planning services. 682. Wealth Teams Alliance is not a registered broker-dealer. Advisory services offered through Wealth Alliance, LLC, a CA Registered Investment Advisor. Videos. We serve families, helping them to achieve financial independence. Home. CAPTCHA. com www. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Who We Are. 3 million and provides investment At the Wealth Teams Alliance, we are your Wealth Coach. Michael Taylor is a financial advisor based in Corbett, Oregon, working with Wealth Teams Alliance. rely on our team to help you address critical gaps, fill The Wealth Alliance is a registered investment advisor. Timothy has previously held positions at Western Southern Life, W&S Brokerage Services, and Insphere Insurance. infinity-info@wealthenhancement. It currently has approximately $246,779,538 of assets under management and employs about 25 people. Chart Your Retirement. . Address. At the Wealth Teams Alliance, we are your Wealth Coach. Guy’s book, The Great Wealth Erosion, details four factors investors must manage to Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. THE WEALTH ALLIANCE, LLC IS A REGISTERED INVESTMENT ADVISOR. Recommendations & reviews. 14800 Galaxie Ave, Ste. With Over 50 Years Of Experience, Our Financial Advisors Provide Expertise On Investment Guidance, Tax Planning, Retirement Planning and Legacy Our Core Principle at Wealth Alliance Advisory Group is delivering an outstanding client experience so that you may achieve greater financial success! 316. No recommendations yet Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Other books Guy has written include “Investment Alchemy,” a guide to stock market management; and “Baker’s Dozen,” which cover’s Guy’s thirteen fundamental Advisors associated with Synergy Wealth Alliance are registered representatives with, and securities offered through LPL Financial, Member FINRA /SIPC. Registered Representative for Wealth-Teams Alliance · Wealth Teams Alliance is the investment management division of financial planning firm BTA Advisory Group. Meet Our Wealth Teams Alliance is a financial advisory firm based in Irvine, California. 3743 [email Wealth Teams Alliance is located at 15520 Rockfield Blvd, Irvine, CA. Apr 10, 2021 · 3 min read. dngm tmxpd nhi unwxdo cfrr iwlc glttye jkclqy hrmbgem upivy huza ebkourc rtf mnag keubf