What does “Alegre” mean?

Alegre means joyful - a reminder that wealth is not just about numbers, but about building a life filled with purpose, fulfillment, and freedom.

Who do you typically work with?

We partner with mid to high-earning professionals, and individuals navigating major life transitions - including early retirement, family transitions, job changes, loss of a loved one. They appreciate a proactive, strategic approach to managing complexity.

What services do you offer?

We provide three core service models to meet you where you are in your financial journey:
• Comprehensive Wealth Management - Ongoing advice, investment management, and proactive planning.
• Financial Planning Only - Advice and strategy with investments managed elsewhere.
• One-Time Financial Plans - A complete roadmap to help you confidently move forward on your own terms.
We also offer educational speaking engagements for workplaces and professional groups.

How do you get paid?

We are a fee-only firm - meaning we do not receive commissions or incentives from product sales. Our only compensation comes directly from the clients we serve.

Are you a fiduciary?

Yes. Acting in your best interest isn’t just our legal obligation, it’s the foundation of how we believe advice should be delivered.

What is your investment philosophy?

We believe in evidence-based, tax-aware investing, long-term discipline, and a tailored portfolio design aligned with your specific goals, risk tolerance, and evolving tax strategy.

Do I need to move my investments to work with you?

For comprehensive wealth management, we typically manage investments on your behalf to ensure alignment and proactive tax planning. For financial planning-only engagements, you’re welcome to maintain your current investment relationships.

Do you work remotely or in person?

We primarily work with clients virtually, offering the flexibility to connect from wherever life takes you. Virtual meetings allow us to maintain consistent communication and accommodate busy schedules without sacrificing personal connection.

That said, in-person meetings can be arranged when it’s meaningful or preferred. Our goal is to make the planning process as seamless and comfortable as possible for you.

How often will we meet?

Comprehensive and Planning only clients typically meet quarterly, with ongoing access year-round as life changes. One time plan clients typically have a 30 day follow up engagement once the plan is delivered.

What technology do you use?

We use secure, modern planning tools like RightCapital, Altruist, and encrypted document vaults to keep your financial world organized and accessible.

Is there a minimum portfolio size or income requirement?

We believe great planning shouldn’t be exclusive — our service models are structured to provide the right level of support whether you’re building wealth or already well-established. We specialize in supporting high-income earners who are building meaningful wealth and navigating increasingly complex financial decisions including taxes, equity compensation, and long-term independence.

How do we get started?

It begins with a complimentary discovery call to learn more about your goals, concerns, and whether we’re the right fit to guide your next chapter.