Align Wealth Management

Wealth Management 

Align Wealth Management's(AWM) dedicated team of financial planning professionals understand that in order to help secure your financial future, you need to start investing today.  Whether you’re a seasoned investor or just beginning, Align Wealth Management(AWM) can handle all your needs.  Our professionals provide comprehensive financial planning and wealth management for individuals, families, and business owners.

With over two decades of experience, we operate with honesty and integrity by putting your interests first.  From investments to retirement, making decisions can be overwhelming, but we have the tools and experience to help you get where you’re going, whether it’s right around the corner or a decade or two down the road.

Ready to get started?
To schedule a no cost, no obligation meeting with LPL Registered Representative Sean Farrell, contact AWM Coordinator Nicole Ry by phone at (978) 323-0622 or email.
Check the background of this investment professional on FINRA'S Broker Check.

Financial Planning Services

  • Portfolio Review & Distribution Options
  • Retirement Planning & Rollover Services
  • Pension Plan Analysis
  • Investment Strategies
  • Estate Conservation

Our Process

  • Discovery – We want to learn about you, including your current situation, needs, and financial goals.
  • Planning – We develop customized strategies that revolve around preparing for retirement and beyond.
  • Implementation – We handle all facets of your financial plan, from the paperwork and communicating with your employer, to all aspects of investing.
  • Review – Planning is an ongoing process because circumstances change which is why we schedule regular check-in's with you to make sure everything is on track and make adjustments if it isn’t.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).. Insurance products are offered through LPL or its licensed affiliates. Align Credit Union and Align Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Align Wealth Management, and may also be employees of Align Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Align Credit Union or Align Wealth Management. Securities and insurance offered through LPL or its affiliates are:
 
Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value


Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.