Total Alignment Wealth Advisors
Multi family office in the United States.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- United States
Investment approach
- ROUTES
- Direct investments
Overview
Headquartered in the United States, the firm is listed as a multi family office. It invests directly in companies; 6 people are named on its team.
People
- Robert HaydenJD, MBA, CFP®, CDFA™ — Managing Member and Chief Wealth Advisor · source
- John NaccarelliMBA — Managing Director and Head of Business Development · source
- Aimee BaehrCFP® — Senior Vice President & Head of Client Service · source
- Collin BillCFP® — Family Office Advisor · source
- William LaffertyCFP® — Family Office Advisor · source
- Michael TripicchioFamily Office Associate · 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
Total Alignment Wealth Advisors is a multi family office based in the United States.
Total Alignment Wealth Advisors invests directly in companies.
Key people at Total Alignment Wealth Advisors include Robert Hayden (JD, MBA, CFP®, CDFA™ — Managing Member and Chief Wealth Advisor), John Naccarelli (MBA — Managing Director and Head of Business Development), Aimee Baehr (CFP® — Senior Vice President & Head of Client Service) and Collin Bill (CFP® — Family Office Advisor).