HERE TO HELP YOU SUCCEED
Whether it’s developing strategies towards an early retirement or transition an estate to children and grandchildren, our reward is building lasting relationships and working to make a difference in our clients’ lives.
Owner | Wealth Strategist
As Owner and Wealth Strategist of Alia Wealth Partners, Lindsey works closely with her clients in formulating appropriate strategies and selecting investments that are designed to match each one’s specific goals and objectives.
Director of Client Services
Leslie has more than 20 years of experience in the financial services industry. She believes that our clients deserve an elevated level of service and support, and she provides this to them and their families. As a valuable member of...
At Alia we believe in four basic tenets to asset management: make sound investments, be diversified, stay committed for the long term and help manage taxes.¹ It is our commitment to this philosophy that has not only enabled us to help our clients during favorable market conditions but has also helped develop wealth preservation strategies during downturns.
Planning is not a single event—it's a process, so as circumstances in your life continue to change, so should the investment strategies we use in addressing your objectives. Whether it is funding a child's education, starting a new business, buying a vacation home or planning for retirement, a well-structured investment plan will help you pursue what’s possible.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.