Leveraging the strengths of Fidelity : Platform and Custody

Fidelity Investments was chosen as the primary platform for Aligned Wealth. Fidelity is one of the world’s largest providers of financial services, with assets under administration of $4.3 trillion, including managed assets of $1.8 trillion, as of July 31, 2013.

Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.

For more information about Fidelity Investments, visit:

Fidelity's Family Offices

Fidelity Family Office Services was established in 2004 to serve the sophisticated needs of single and multi-family offices and ultra wealthy investors. They provide custody, brokerage and investment services, in addition to reporting and administrative capabilities. Aligned Wealth choose to work with them for our ultra high net worth clients because they are cost effective, provide objective guidance and, most importantly, deliver outstanding service. Their focus is to support the needs of family office executives so they can exceed the expectations of their family members and clients.

Fidelity Family Office Services leverages the strength and stability of Fidelity Investments, one of the world’s largest providers of financial services. Visit:

Leveraging Spire's "State of the art" back office & reporting capabilities

Spire Investment Partners was chosen by Aligned Wealth after a comprehensive search. Spire provides independent advisors with state of the art technology, back office, compliance, and reporting capabilities. By providing these services, Spire enables their advisory clients greater freedom to do their business and create client solutions.

Spire Investment Partners was founded in 1997 and currently supports over 3 billion of client assets for advisory firms across the country. They are headquartered in McLean, Virginia. Spire is both a Securities Exchange Commission (SEC) Registered Investment Advisory (RIA) Firm and a Financial Industry Regulation Authority (FINRA) licensed Broker-Dealer (BD).

Aligned Wealth, LLC is a full-service wealth management firm located in New York, NY.

Aligned Wealth, LLC is a SEC Registered Investment Advisor. Securities offered through Spire Securities, LLC a registered broker/dealer and member FINRA/SIPC.

© 2019 Aligned Wealth, LLC. All Rights Reserved.

Note that Spire is solely Aligned Wealth’s back office provider. All funds and securities are held by the custodian Fidelity.