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Align Wealth Management
13921 Quail Pointe Drive
Number of employees: 4
Year founded: 1994
In a word: transparency
They’re known by many names, and needed by many people. The relationships they have with clients has to be as personal as it is professional. And that’s something the folks at Align Wealth Management fully understand.
“Through transparency, open conversations and an understanding of our clients’ hopes and ambitions, we have earned our clients’ trust,” says Dennis Packard, certified financial planner and company spokesman. “We know that we have to continue to earn that trust each and every day. It is something that we value and, therefore, commit to being 100% transparent in all dealings financially.”
This, he says, is the only way to do business — yesterday, today and tomorrow.
The team at Align Wealth Management not only invests your money; it invests its own money in the same way it recommends to clients, to include the company 401(k) plan.
“If we are not willing to put our own money into an investment, then why would we ask you to?” says Packard.
Excellent question, we think.
And with an attitude like that, it’s no wonder okcBIZ readers voted Align Wealth Management Best of Business in the banking, finance and investments industry.
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Photo by Shannon Cornman