About Alegre
Hi, I'm Albania,
and I do this differently
I built Alegre Wealth Management so that ambitious women would have one place to turn for honest, jargon-free financial guidance, from a real person who knows their name, their goals, and their whole story.
For more than a decade, I helped high-net-worth households navigate their finances at two of the largest firms in the industry. I learned an enormous amount about complex planning, and I also saw what was missing.
Too often, real people became account numbers. Advice came filtered through sales quotas and product shelves. Clients were handed off between rotating teams and call centers, never quite sure who actually had their back.
I wanted to build the opposite of that: a practice where you always work with me, and the only thing I'm selling is good advice.
So I founded Alegre Wealth Management: a fee-only, fiduciary firm where the relationship comes first. "Alegre" means joyful in Spanish, and that word captures what I believe money is really for. Financial planning shouldn't just protect your future. It should help you feel calm, clear, and genuinely excited about it.
I work especially closely with professional women: high-achieving women whose careers have gone well, and who now carry the complexity that comes with it: equity compensation, concentrated company stock, deferred comp, and a retirement that's moving from "someday" to "soon." They earn well, but their finances feel scattered, and they're understandably wary of advisors paid on commission. If you've ever felt talked down to, sold to, or quietly embarrassed that you haven't gotten it all organized yet, I'd love to change that for you.
When we work together, you get clarity instead of jargon, a partner instead of a salesperson, and a plan that's truly yours.
What Guides Me
A few things I
believe deeply
Relationship First
You work with me, one advisor who knows your full story. Never a rotating team, never a call center, never a stranger reading your file for the first time.
Honest by Design
Fee-only and fiduciary means I'm paid only by you, with no commissions, no products, and no hidden incentives. The advice you get is simply the advice I believe is right.
Clarity Over Jargon
I explain the "why" behind everything in plain language, so you don't just follow a plan; you understand it, and feel confident making decisions.
The Alegre Difference
Planning should feel like relief, not pressure.
Credentials & Standards
Experience you can
lean on
Let's Get Acquainted
Your money, finally connected and clear.
Let's Get Acquainted
I'd love to hear
your story
Book a free 30-minute introductory call. No pressure and no sales pitch, just an honest, educational conversation about where you are and where you'd like to go.
Schedule Your Free Call
