Plan for the Joys in life
Fee-Only Financial Planning for Hardworking Professionals
At Alegre Wealth, we believe in living a joyful, meaningful life. Our mission is to help you align your financial plan with what matters most: freedom, family, experiences, and peace of mind. Through thoughtful guidance, strategic planning, and a personalized approach, we empower you to use your wealth to live fully, not someday, but now and always.
Clarity Today, Confidence Tomorrow
You’ve worked hard to build your success, but managing everything that comes with it can feel overwhelming.
Alegre Wealth works with busy professionals and families who:
Earn a strong income but feel unsure their finances are fully optimized
Have stock compensation, bonuses, or complex benefits
Want clarity, not noise or pressure
Prefer a personal, relationship-driven advisor, not a rotating list of advisors
If your finances feel “fine,” but unclear or fragmented, you’re not alone and you don’t have to figure it out yourself.
