Wealth teams alliance. At the Wealth Teams Alliance, we are your Wealth Coach.

Wealth teams alliance Thor Hoppess joined Wealth Partners Alliance in 2025 as part of a team (Tutelas Financial) with Jon Williams and Jerome Caulk. Suite G, Irvine, CA 93618 . At the Wealth Teams Alliance, we are your Wealth Coach. Wealth Coach – Wealth Teams Alliance Investment Advisory Representative (IAR) – AP2Retirement Income Advisors 15520 Rockfield Blvd, Suite G, Irvine, CA 92618 Office. Dane maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative. 0247 [email protected] www. Guy has previously held positions at Bta Advisory Group, Baker Jensen Investment Advisors, Bmi Consultng, LLC, Baker Mountford Insurance Services, Family Wealth Counselors, LLC, Standel Publishing, Tax Efficient Asset Management Solution, Inc, Alexander Beard (Usa) LLC, and Oak Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Chart Your Retirement. We do this by looking at cash flows, liabilities, tax planning opportunities and wealth planning options. Wealth Alliance currently serves clients in the following states: CA. com Wealth Teams Alliance and TEAMS are affiliated but independently operated. Apr 4, 2024 · “Many factors must be considered when making this assessment. 0247 www. D is the founder of Wealth Teams Alliance (Irvine, CA). Headquarters Melville, New York Rich Mullen and the team at Pallas Capital Advisors see tremendous alpha in private markets. His most recent book, “The Great Wealth Erosion,” teaches investors how to control the four critical factors that oftentimes make or break long-term investment success. Wealth Teams Solutions is a group of experienced fiduciaries. Aug 7, 2018 · Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Phone: 949-900-0099 Fax: 949-900-0247 15520 Rockfield Blvd. Edwards & Sons in Carbondale. Wealth Teams Alliance's Social Media Feb 18, 2025 · The headquarters of Wealth Alliance is 12526 High Bluff Drive, Suite 300. Legacy Planning. Guy is well known as a financial analyst, wealth coach, tax planner, estate planner and business succession specialist. Photos. An exceptionally dedicated individual, John is a welcome addition to The Wealth Alliance team. executive compensation, and transition strategies. Guy Baker, PhD, MBA, founded BTA Advisory Group and serves as Managing Director of Wealth Teams Alliance, LLC. Keith Conley is a financial advisor based in Irvine, California, working with Wealth Teams Alliance. ) Make Sure Your Money is in Well-hands By using Wealth Advisors from Wealth-Teams. seskansas. WEALTH TEAMS ALLIANCE (CRD#:168907) 15520 Rockfield Blvd. The company's filing status is listed as Active and its File Number is 4695760 . Our mission is to help investors fund their goals with a time-tested process built on six decades of academic research. 661. 706. 7 billion and provides investment advisory services for 1,110 clients (1:139 advisor/client ratio). david@synergywealthalliance. Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Advisors associated with Synergy Wealth Alliance are registered representatives with, and securities offered through LPL Financial, Member FINRA /SIPC. supported by a top-tier team of service professionals. G, Irvine, CA, 92618 o. The advisory team at Wealth Teams Alliance includes 10 advisor(s). Financial Advisor – Wealth Teams Alliance 15520 Rockfield Blvd, Suite G, Irvine, CA 92618 Office. Everyone wants financial well-being, but not everyone knows the secret of financial well-being. John achieved the honor of being on the Dean’s List throughout his studies at SUNY Binghamton, where he earned a Bachelor of Science in Financial Economics. 0099 Fax. We have recreated a proven methodology for determining how to build a portfolio using scientifically tested conclusions that researchers have made about investment anomalies. This book reveals the impact of hidden costs on return and how to build a portfolio that has the highest probability of success over an extended period of time Contact Us. 3 million and provides investment advisory services for 774 clients (1:97 advisor/client ratio). At Wealth Teams Alliance, we know everyone’s view of financial well-being is truly unique, so our aim is to develop strategies that meet our client’s set of specific needs, objectives, viewpoint, and long-term goals. Wealth Teams Alliance is the investment management division of financial planning firm BTA Advisory Group. Contact us via email, phone or in person using the information below. We offer a range of financial planning services, from investment management to tax planning and retirement planning. ap2retirementincomeadvisors. 3 million in assets under management across 912 accounts, all of which are – Guy Baker, Founder, Wealth Teams Alliance Get INSTANT Access to the Ultimate Four-Factor Investment Model (PLUS get access to the tools we use to analyze investment portfolios. Key features of Liberty include: • Enhanced usability with a user… Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. If the wealth management expertise, research, and advice you received to date has led to less-than-stellar portfolio returns-and left you scratching your head and wondering “what happened to my money” — then you need this video course. 3743 [email protected] www. The firm employs 10 financial advisors to manage client portfolios and provide financial guidance. Member FINRA/SIPC. Dane currently works for Wealth Teams Alliance. Guy’s book, The Great Wealth Erosion, details four factors investors must manage to Advisory services offered through Wealth Alliance, LLC, a CA Registered Investment Advisor. Wealth Teams | LinkedIn‘de 29 takipçi At the Wealth Teams Alliance, we are your Wealth Coach. Keith has previously held positions at Mitchell Financial Solutions, Pennsylvania Higher Education Assistance Agency, Ohio National Financial Services, and The O. Nov 27, 2024 · Dr. PLAN (7526) Cell. , Suite G Irvine, CA 92618 Jason Black What does financial well-being look like? At Wealth Teams Alliance, we know everybody’s view of financial well-being is truly unique, which is why every Dr. His professional experience includes over $2Bn in financial planning transactions and over 55 years in financial services. The Alliance unites many Beyond that, Wealth Teams Alliance had a major law firm provide an opinion letter on the merits of the construct and why it was consistent with the tax laws. Other books Guy has written include “Investment Alchemy,” a guide to stock market management; and “Baker’s Dozen,” which cover’s Guy’s thirteen fundamental Wealth Teams Alliance and TEAMS are affiliated but independently operated. . Wealth Teams Alliance renders retirement planning, mortgage income funds, investment management, tax, legacy & financial planning services. He also wrote “How to Choose a The Great Wealth Erosion I wanted to write a book that shows why how you allocate is equally as important as the fees you are charged. com Jan 3, 2024 · WEALTH TEAMS ALLIANCE (CRD#:168907) 15520 ROCKFIELD BLVD SUITE G, IRVINE, CA 92618 . With us, you have everything you need in one place. 9124 [email protected] www. May 26, 2024 · WEALTH TEAMS ALLIANCE, INC. Some of them are as follows: What is the cost of the insurance? What is the tax bracket for now and in retirement? Wealth Alliances is a financial advisory firm headquartered at 28th Floor, One South Street, Philadelphia, Pennsylvania 19107, USA. Previous Registration(s) Close. Wealth Teams Alliance (WTA) is a financial advisory firm specializing in retirement planning, emphasizing a data-driven, evidence-based approach to wealth accumulation and retirement. N. Reviews. 1882 Fax. John is a Financial Planning Associate at The Wealth Alliance. USMC Veteran<br>“Semper Fi” · Experience: Wealth-Teams Alliance · Education: University of Nebraska at Omaha · Location: Potomac · 500+ connections on LinkedIn. We have found clients want their advisor to listen carefully to them, help them define their financial goals and objectives, and then show them ways to achieve their vision. Joshua has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, and Wealth Teams Alliance. wealth-teams. Wealth Coach – Wealth Teams Alliance IAR – AP 2 Retirement Income Advisors 15520 Rockfield Blvd, Ste. 321-203-4458. Wealth Teams Alliance is not a registered broker-dealer. Education & Certifications. Guy maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative. Take control of your financial future today and feel peace of mind by reaching out to us for personalized planning and expert guidance Share your videos with friends, family, and the world Our Investment Committee was created to guide our advisors and clients through leading thought leadership in both the public and private markets and takes advantage of a broad range of resources from both our strategic partnerships and network of like-minded individuals. Hi! Please let us know how we can help. Once we understand, we seek to find acceptable alternatives that are more efficient and effective. Jason Black Investment Advisory Representative (IAR) – Wealth Teams Alliance 15520 Rockfield Blvd, Suite G, Irvine, CA 92618 Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Wealth Teams Alliance, a Registered Investment Advisory Firm, Baker Jensen Investment Advisors, a registered investment advisor, and Alexander Beard USA, an international financial consulting firm in six countries. In late 2016, WealthStar Alliance® was purchased from Athene, which purchased a portion of Aviva USA business which included WealthStar Alliance®. At the beginning of 2019, Brad and John Alongi purchased Alliance Wealth Management from their ex-partner, Jeff Rose. Client Protection in a Volatile Market. Joshua Oronce is a financial advisor based in Irvine, California, working with Wealth Teams Alliance. Irvine , California , United States 11-50 Wealth Teams | 41 followers on LinkedIn. What is the average client balance at Wealth Alliance? While Wealth Alliance advises clients across a variety of portfolio sizes, the average client balance is currently $242,144. Guy currently works for Wealth Teams Alliance. As of October 2024. lancehowardfinancial. Nov 15, 2024 · Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Dec 13, 2018 · Here is something you might not know about investing. Jonathon Soucier is a financial advisor based in Dinuba, California, working with Wealth Teams Alliance. Do you plan to live a good and free life after retirement? Wealth Teams is here for your assistance! Wealth Teams is not only offering Brad began his career as a financial advisor in 2006 with A. There are submarkets inside the stock market as you know it. com. He is also a best-selling author and past president of The Million Dollar Roundtable. More. View Bill Bieda’s profile Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. With Over 50 Years Of Experience, Our Financial Advisors Provide Expertise On Investment Guidance, T The Wealth Alliance Company Stats. Videos. Whether it’s your children, May 13, 2024 · WEALTH TEAMS ALLIANCE is a California Limited-Liability Company filed on January 2, 2012. Registered with this firm since 1/3/2024 . Guy Baker, CFP, CEPA, MBA is the founder of Wealth Teams Alliance (Irvine, CA). Jonathon has previously held positions at Davinci Financial And Insurance Associates, Capital Synergy Partners, Inc, Guardian Life Insurance Co, Park Avenue Securities LLC, Guardian Life Insurance, Park Avenue Securities, and Guardian Life Insurance Company. Wealth Teams Alliance. Nov 15, 2024 · Dr. San Diego, CA 92130. 322. 949. Guy Baker is a financial advisor based in Irvine, California, working with Wealth Teams Alliance. He is a member of the Forbes 250 Top Financial Security Professionals List and author of Maximize the RedZone, a Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. , and may be either investment advisor representatives of (1) LPL Financial, a registered investment advisor; or (2) Synergy Investment Management. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. Investment advice offered through Synergy Wealth Teams | 35 (na) tagasubaybay sa LinkedIn. Founded in 2019 by Ethan James, who has served as Chief Investment Officer since its inception, the firm currently has a team of more than 90 analysts managing more than 1,000 investments worldwide and a global portfolio valued at more than $400 billion. Edwards, now Wells Fargo Advisors, in 1994 and was promoted to Branch Manager of the Bryan, Texas office in 2002. ‎Wealth Teams Alliance offers the Trust Company of America 'Liberty' Application to authorized users. He was soon invited to join a group of ex-colleagues at the Carbondale based Alliance Investment Planning Group. Take the Power of Liberty with you and have the information to stay in touch with Wealth Teams Alliance anytime and from anywhere. 63 likes. We rely on our experience and education to analyze our client’s current situation. We believe that our success was borne through the efforts of the many who shared their ideas and expertise. The average advisor to client ratio is 1 advisor per 79 clients, but advisors may work with a higher or lower number of clients based on firm practices. Guy Baker, CFP, Ph. Wealth Coach – Wealth Teams Alliance Investment Advisory Representative (IAR) – AP2 Retirement Income Advisors 15520 Rockfield Blvd, Suite G, Irvine, CA 92618 Office. The Wealth Alliance manages $1. Wealth Teams aims to Wealth Teams Alliance is a financial advisory firm with an office in Irvine, CA. 0099 x509 Fax. Wealth Teams Alliance oversees $199. Living a Carefree Life with Retirement Plans by Wealth Teams. Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Oct 16, 2024 · Wealth Teams Alliance, registered in 2022, serves 13 state(s) with a licensed staff of 8 advisors. The Wealth Teams Alliance brings together dedicated professionals who value their clients and strive to help them build wealth and stablize their retirement income. The company's filing status is listed as Filed In 2012. Wealth Teams Alliance recognizes the potential for misunderstandings due to evolving tax laws or client memory lapses. Wealth Teams Alliance is a financial advisory firm based in Irvine, California. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Bachelor of Science in Marketing, Gannon University, Erie, PA Investment Advisory Representative (IAR) – Wealth Teams Alliance President – Benjamin Advisory Group 15520 Rockfield Blvd, Suite G, Irvine, CA 92618 Office. Registered with this firm since 12/3/2021 . No one wants to work forever, so we help you craft and execute a plan for when and how you retire. Guy Baker, MBA, MSFS, MSM, ChFC, CFP,’s profile on Our Wealth Coaches are proud of the Wealth Teams Alliance. Peckham, CFP ®, CLU, ChFC, LUTCF, CASL Conferred by The American College. , Suite G Gary Million What does financial well-being look like? At Wealth Teams Alliance, we know everyone’s view of financial well-being is truly unique, which is why Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Michael has previously held positions at Wealth Management, LLC, Vestory LLC, and Retirement Plan Consul. 949-900-0247 [email protected] Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. The Registered Agent on file for this company is Guy E Baker and is located at 15520 Rockfied Blvd. Suite G, Irvine, CA 92618. The Wealth Alliance’s top two advisors have been named to the Forbes/Shook 2024 Best-In-State Wealth Advisor Lists as of April 3, 2024, for South Florida and New York State (High Net Worth), respectively. Registered Investment Advisor – Howard Financial & Wealth Managment Investment Advisory Representative – Wealth Teams Alliance President – Howard Financial & Wealth Management 5401 Business Park South, Suite 112, Bakersfield, CA 93309 Office. Achieving a secure financial future requires a well-defined spending plan and a strategic investment approach to managing risk and optimizing returns—areas Experience: Wealth Teams Alliance, LLC · Education: Claremont McKenna College · Location: Irvine · 500+ connections on LinkedIn. Prior to purchasing WealthStar Alliance®, Rich was Vice President for Aviva USA for 5 years where he implemented and was responsible for the leadership of the CPA distribution channel, WealthStar Jan 4, 2023 · Recent Posts. 7526 [email protected] www. Tim joined Wealth Teams Alliance in 2016 with the goal of providing the best solutions for his clients and their families based on the strong foundation and approach offered by Wealth Teams Alliance for investing in the market today. Do you plan to live a good and free life after retirement? Wealth Teams is here for your assistance! Wealth Teams is not only offering 15 Followers, 30 Following, 0 Posts - See Instagram photos and videos from Wealth Teams Alliance (@wealthteam11) Award-winning Forbes ranked financial planning firm with over 100 years of combined experience consisting of heavily credentialed advisors with PHD, Masters, SD, LLM , CPA, CFP, CHFC, CLU, CEPA. Partner, Wealth Manager. Guy Baker is a financial advisor based in California, Irvine, with 46 years of experience. The Wealth Alliance is a registered investment advisory firm with the U. About this Advisor. Sep 9, 2018 · Dimensional has utilized breakthrough academic tools to better understand the mystery of investing. 0247 Dane Petchul is a financial advisor based in California, Irvine, with 19 years of experience. Advisory services offered through Wealth Alliance, LLC, a CA Registered Investment Advisor. EDUCATION BS/Economics in 1967 from Claremont McKenna College Wealth Teams Alliance. We serve families, helping them to achieve financial independence. It currently has approximately $246,779,538 of assets under management and employs about 25 people. No recommendations yet At Wealth Teams Alliance, we’ve learned how to track asset classes to improve the value of investment portfolios over time. 900. We are a group of experienced fiduciaries helping investors reach their goals with a time Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where About this Advisor. Our team of tax professionals work with you to deliver strategies to legally optimize your tax efficiencies. 641. Equity Sales Company. com He is passionate about delivering on the firm’s vision to positively impact the lives of the hundreds of families and institutions who entrust their financial well-being to the the stewardship of Wealth Teams Alliance. We are dedicated to continuing education and are active servants in the industry. He has been listed in the Forbes 250 Top Financial Security Professionals List and authored Maximize the RedZone, a guide for business owners as well as The Great Wealth Erosion, Manage Markets, Not Stocks and Investment Alchemy. GUY BAKER is the founder and managing director of Wealth Teams Alliance, a group of experienced fiduciaries helping investors reach their retirement goals with a time-tested process built on six decades of academic research and evidenced by five Nobel prizes. Nov 15, 2024 · Recent Posts. Wealth Teams Alliance manages $199. Wealth Teams Alliance uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees. 503. Tax Planning. He began his career with A. 316. Apr 9, 2021 · Read writing from Wealth Teams Alliance on Medium. 949-900-0062 Fax. View Dr. com The Wealth Teams Alliance is a wealth advisor. This Modern Portfolio Theory Has Historically Beaten Traditional Active Manager Returns by 25% or More… Jan 26, 2023 · Wealth Teams Alliance (WTA): Helping Families Achieve Financial Independence According to Statistica Research, there are nearly 15,000 RIAs providing investment services to families. These submarkets have underperformed and outperformed the market as a whole. The company's principal address is 15520 Rockfield Blvd, Irvine, CA 92618. Wealth Alliance and IFG are not affiliated entities. 3 million in assets under management across 912 accounts, all of which are The Tutelas Financial Team joined Wealth Partners Alliance in 2025 from Ameriprise Financial Services, bringing decades of combined experience and expertise in financial planning, portfolio management, and multi-generational family services. Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. is a California Stock Corporation - Ca - General filed on November 21, 2014. We have found clients want their advisor to listen carefully to them, help them define their Dec 13, 2018 · Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Michael Taylor is a financial advisor based in Corbett, Oregon, working with Wealth Teams Alliance. Read more. com About this Advisor. Wealth Teams Alliance is located at 15520 Rockfield Blvd, Irvine, CA. Securities and Exchange Commission. 5192 Fax. Dimensional Fund Advisors: Winning at Tennis and Markets; Life Study Finds Americans Lack Plans for Retirement Income; Five Ways to Help Business Owners Presale | WealthManagement. Founder of the Wealth Teams Alliance, BTA Advisory Group and BMI Consulting, Guy manages a company with 20 employes and 15 advisors, with offices around the US. Recommendations & reviews. com Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Wealth Coach – Wealth Teams Alliance 15520 Rockfield Blvd, Suite G, Irvine, CA 92618 Phone. com www. President – Wealth Teams Alliance 15520 Rockfield Blvd, Suite G, Irvine, CA 92618 Office. This short video describes the dedication and benefits investors capture using Dimensional’s expertise and patience. Chief Compliance Officer, Corporate Counsel, Project Manager Wealth Coach – Wealth Teams Alliance 155200 Rockfield Blvd, Suite G, Irvine, CA 92618 Office. David J. G. Home. OSJ Branch 12636 High Bluff Drive Suite 100 San Diego, CA 92130. 682. Feb 18, 2025 · The Wealth Alliance, registered in 2019, serves 15 state(s) with a licensed staff of 8 advisors. With Over 50 Years Of Experience, Our Financial Advisors Provide Expertise On Investment Guidance, Tax Planning, Retirement Planning and Legacy Wealth Teams Alliance is located at 15520 Rockfield Blvd, Irvine, CA. S. Who is Wealth Teams Alliance. 0099 x509 f. Investors Apr 17, 2020 · I’m sure the uncertainty caused by the Coronavirus has every investor concerned about the future of their portfolio and the … Living a Carefree Life with Retirement Plans by Wealth Teams. Learn More. wzwjwr bwgapx ryontkci hgk zdz vhj fmg krc dijmm ecwobut heqll jbfnmd zwlqv mfa zuyfm