Alignpoint Wealth
Multi family office in the United States, founded 2018.
Identity
- HEADQUARTERS
- United States
- FOUNDED
- 2018
Overview
Headquartered in the United States, the firm is listed as a multi family office founded in 2018. 2 people are named on its team.
People
- Nestor VargasCFP®, CEPA — Founder & Lead Financial Advisor · source
- Martina DouglasCertified DOO — Marketing & Operations · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Alignpoint Wealth is a multi family office based in the United States, founded in 2018.
Alignpoint Wealth does not publicly state whether it invests directly or through funds.
Key people at Alignpoint Wealth include Nestor Vargas (CFP®, CEPA — Founder & Lead Financial Advisor) and Martina Douglas (Certified DOO — Marketing & Operations).