Company Research Report: Allied Wealth
Company Overview
Name
Allied Wealth
Mission of the Company
Allied Wealth is fully dedicated to your financial future, financial security, and retirement. Their mission is to help clients live the richest life possible with the resources they have to work with during their golden years.
When Was the Company Founded and By Whom
No information is available.
Key People in the Company
- Ryan Wheless: Founder, Chief Investment Strategist
- Matt Stevenson: President, Investment Advisor
- Justin Napoleon: Vice President, Investment Advisor
- Cali Wheless: Chief Operations Officer
- Matthew Howie: Investment Advisor
- April Bennett: Investment Advisor
- Raymond Knezek II: Private Wealth Strategist
- Colby Edwards: Investment Advisor
- Joel Sondrol: VP of Client Acquisitions
- Peter C. Lott: Investment Advisor
Service Team:
- Amber Whiddon: Director of Operations and Compliance
- Dena Moore: Director of New Business and Client Services
- Ashley Dobson: Client Coordinator
- Gaby Ortiz: Director of First Impressions
- Kelly Napoleon, CFP®: Portfolio Specialist
- Katelyn Watson: Event Coordinator
Headquarters
9595 Six Pines Drive Suite 4230, The Woodlands, TX 77380
Number of Employees
No information is available.
Revenue of the Company
No information is available.
What is the Company Known For
Allied Wealth is known for its comprehensive financial planning and wealth management services, focusing on retirement, investments, estate planning, and tax planning. They are dedicated to providing objective, risk-managed, and transparent financial advice to their clients.
Products
What Products Do They Offer
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
High Level Description of the Product
Retirement Planning
Financial strategies to help clients plan for a comfortable and sustainable retirement, considering factors like income, expenses, and lifestyle goals.
Investment Management
Offers a range of investment strategies including not-in-the-market, passive market, active market, and tactical market investment options designed to fit clients' risk tolerance and financial objectives.
Estate Planning
Services to ensure seamless transition and management of one's estate, considering potential taxes and legal requirements to prevent financial complications for heirs.
Tax Planning
Developing forward-looking tax strategies to reduce the tax burden, thus allowing more of the clients’ money to last longer.
Key Features of Each of the Products
Retirement Planning
- Outcome-focused planning process
- Tailored strategies to ensure sustainable retirement income
- Proactive market and financial adjustments
Investment Management
- Risk-managed portfolios
- Transparency in fees and performance reporting
- Variety of investment options outside the stock market
- Client portal for performance tracking
Estate Planning
- Avoidance of undue taxation and unexpected expenses
- Ensuring family coherence through structured asset division
- Collaboration with legal and tax professionals for comprehensive planning
Tax Planning
- Strategies to lower tax rates in retirement
- Adjusting investment types to maximize tax advantages
- Proactive tax scenario testing
Recent Developments
What are the Recent Developments in the Company
No information is available.
What are the New Products Launched
No information is available.
What are the New Features Added to the Existing Products
No information is available.
Any New Partnerships
No information is available.
