AlphaCore Wealth Advisory, 75280 US Highway 111, Ste 101-2, Indian Wells, CA 92210, US

Aligned Wealth Partners, a division of UBS Financial Services Inc. located in Indian Wells, CA, is a team of experienced professionals dedicated to providing comprehensive wealth management solutions. With over 70 years of combined experience, they prioritize building long-term relationships with their clients, offering personalized financial planning services tailored to individual needs. As part of UBS, they have access to a wide range of global specialists and resources to address both business and personal financial needs, including portfolio construction, wealth transfer, insurance, and philanthropy. Thomas "Tom" Flanagan and James "Jim" Bruner, both Senior Vice Presidents of Wealth Management, lead the team at Aligned Wealth Partners. Tom brings 35 years of expertise in personalized wealth management solutions, while Jim has been in the financial services industry since 1990 and holds multiple certifications, including Certified Financial Planner (CFP) and Certified Private Wealth Advisor (CPWA). Together, they strive to be the primary source of financial advice for their clients, focusing on quality client service and customized strategies to help clients achieve their goals.Generated from the website

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