Our Team

Our Client

Our Team

Real People. Aligned to Your Success.

Our team brings diverse expertise across finance, planning, investments, and insurance. But what truly makes us different is alignment—we’re not paid to push products. We’re paid to make it all work.

How It Works?

One Process. Total Alignment. Our process is designed to create clarity and confidence—so every move is intentional and aligned with your values.

01.

Discovery

We learn where you are, what you care about, and where you want to go.

02.

Design

We build your integrated plan across planning, tax, investments, and protection.

03.

Deploy & Monitor

We coordinate implementation, reporting, and course corrections with you in the loop.

Real Advice.
Real Alignment.

If you're ready to experience a different kind of financial relationship, we're ready to meet you.

Contact

8480 Honeycutt Rd, Suite 200-v88, Raleigh NC 27615

+1 (989) 493-9790

Advice Built on Alignment,

Not Incentives!

Opening hours

Mon - Fri : 9AM - 4PM

Sunday: 11AM - 4PM

© Aligned Wealth Solutions. 2025. All Rights Reserved.