Committed to Making the Complex Simple
Alexander Legacy Private Wealth is on a mission to be the most trusted in financial advice. The path to trust starts with making the complex simple for our clients, all while always keeping their best interests at the forefront. We give advice in a common language, and we surround ourselves with stakeholders who are committed to doing the same.
We’re always on the lookout for team members who will make us better –
The client’s interest comes first. Always.
Third Dimension of Trust
Anticipate needs and deliver.
Give your all, even when it’s not convenient to do so.
Evolve and improve, every day.
Push the boundaries. Stretch the standard.
Get Stuff Done
Do what you say you will.
Our Commitment To:
To incorporate an inclusive and diverse worldview in how we operate our business model.
To develop a culture and environment that embraces unique ideas, goals, and priorities.
To deliver a culturally supportive, respectful, and relatable colleague and client experience.
To earn and maintain advisor and client loyalty, through a culture focused on integrity, inclusion, and advancing the next generation of advisors and investors.
Access & Advancement
To provide access, education, and exposure in wealth management that advances the next generation of advisors and investors.
Sun Rising Advisors
This experience is delivered to advisors who are ready to be surrounded by mentors, resources, along with an advisor pathway plan to launch a successful advisor career.
Sun Seeking Advisors
This experience is delivered to existing advisors and teams who are ready to break away from their existing firm and transform their existing wealth management practice.
This experience is delivered to our industry veterans who are ready to transition and transfer their Practice.
We Deliver the Expected.
- Health Insurance
- 401(k) with Match
- Parental Leave
- Paid Time Off
- Flexible Schedule
And Take Pride in the Unexpected.
- Dress for Your Day
- Professional Development Reimbursement
- Charity Donation Match
- Free Coffee & Healthy Snacks
- Company Swag
- Paid Volunteer Day
- Financial Planning Services
- Discounted Investment Rates
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