Mesirow Taps Bank Exec Shawn Beber as CEO<\/a><\/p>\n\u201cWe’re not building a better version of what exists,\u201d he said. \u201cWe’re building what families should expect, now the technology has caught up. Fair pricing in writing with nothing underneath. Every decision explained. No products of our own to sell.\u201d<\/p>\n
Larry Raffone said Aligned Wealth is differentiated in its planning approach.<\/p>\n
\u201cWhen you sit with an advisor right now, the first thing they ask you, \u2018What do you own? How much do you need? What’s the number you got to get to?\u2019 We ask the most important question. \u2018What’s the money for?\u2019 Your faith, your family and friends, your health, your purpose. We build your plan around the pillars of happiness. So, none of that works if the firm needs something from its clients.\u201d<\/p>\n
Another differentiator is that the firm has not taken any outside capital.<\/p>\n
\u201cOutside money puts another voice at the table with another vote. And more importantly, it runs on a clock because investors need a return,\u201d he said. \u201cWe\u2019re not building a firm to sell it. We\u2019re building a firm to last.\u201d<\/p>\n
The Aligned team also includes Travis Aldridge, head of portfolio engineering; Cristina Pratt, head of marketing and private wealth advisor; Cara Vazquez, head of private markets and wealth advisor; Travis Lazaroff and Andrew Draft, private wealth advisors; Elias Colorado, director of operations; and three client service associates.<\/p>\n
Aligned uses two systems to power its portfolios. Vise handles the direct indexing and ongoing tax management, while it uses Arch for investment and tax reporting.<\/p>\n
Related:Callie Cox Leaves Ritholtz for Plancorp Strategy Role<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Last month, two former NewEdge Wealth executives, Gregory Pool and Pat Dwyer, co-founded Aligned Wealth, a tech-forward registered…\n","protected":false},"author":2,"featured_media":674521,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[72,176,61,60,174,175],"class_list":["post-674520","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-ie","tag-ireland","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/674520","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=674520"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/674520\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/674521"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=674520"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=674520"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=674520"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}