Who we are not!

We believe a successful advisor/client experience starts with a congruent investing philosophy.  Therefore, it is important for prospective clients to understand what to expect from day one.  The following examples of what we are NOT should help define who we ARE.

Alliance Wealth Strategies is NOT:

• A Market Timing Proponent/ Stock Picker – It is hard enough to get timing right once (i.e. pull out of the market), but remember timers must be right twice (i.e. when to get back in). We don’t like long odds when there are better alternatives.
  
  
• A Typical “Know It All” Wall Street Advisor – The financial world creates complex new products frequently.  We focus on goal–oriented financial planning and comprehensive investment strategies. We efficiently provide individualized strategies. We recommend clients seek estate attorneys, CPAs, and tax advisors for other important financial assistance. We have many that we can recommend.
  
  
• A Speculator– The only prediction we make is that American capitalism is resilient and will continue indefinitely into the future.  What industry or asset class will perform best next quarter is left for the magazines and newsletter gurus to debate! We prefer to focus on what we can control (our office overhead).
  
  
• A Product Seller – We do not any quotas to meet.  Our independence through LPL Financial allows us to focus our responsibility to our clients’ finances. We can honestly say that we provide unbiased financial planning services to our clients and have no proprietary products or hidden incentives. We feel this fosters a level of Trust that is essential as each client should feel a strong rapport with their advisors. We focus on applying financial science to the planning process in long term client relationships.