Align Wealth Partners is pleased to announce the launch of our updated and improved website! The new site went live on March 5. The fresh look and feel make it easier to find information, read about timely and important topics and contact us when you have a question.
If you haven’t had a chance to check it out yet, please do. The easy-to-access navigation allows you to research who we are, what we do and what it’s like to work with us. We are upfront with all of our fees and services and are one of the only firms that offer total wealth solutions for clients in South Louisiana.
Our new look is more user-friendly and provides a clearer message of who we are, what we do and what we believe.
5 Things We’re Especially Excited About
1. Simple, Direct Contact with our Advisors
Not all financial advisors are created equal, so it’s important to know who you’re working with and who specifically is handling your portfolio. Now, you can easily put a face to a name at Align Wealth Partners, as well as read a little bit about the advisors at our firm, both professionally and personally. Each advisor has a short bio that includes a direct email. Meet the team here.
2. Refreshed, Easy-To-Read Blog
Communication is key! Staying informed about what is happening in the financial services industry and understanding the effects it has on your portfolio is important, so we regularly publish articles to our blog every month. You can read our most recent posts here and even sign up to get this information delivered straight to your email inbox once a month.
3. Video page
We understand that not everyone retains information in the same way, so we also regularly add new videos to our site to help keep you up-to-date about what you need to know. Watch our latest video posts here.
4. Client stories
We believe that everyone can benefit from proper financial planning, regardless of what stage of life you’re in. Financial planning becomes even more important when life throws an unexpected curveball, such as divorce, the loss of a loved one or a large inheritance. When this happens, it’s crucial that you’re working with a financial advisor who understands the issues and concerns you have. Our updated website easily defines our areas of expertise and lets you view the types of clients we specialize in helping. Look through our client stories here.
5. Social media access
Are you on Facebook? LinkedIn? Twitter? YouTube? We are too. We encourage you to check out our social media platforms by clicking on the icons at the bottom of our home page. We share our most recent blog posts, stories, photos and videos and encourage you to follow and friend us. It’s just one more way to stay informed and connected.
At Align Wealth Partners, we act as investment fiduciaries at all times, meaning we have a legal responsibility to put our clients’ best interests first. (Unfortunately, many investors believe this is the standard for financial advisors, but sadly, that’s not the case. Learn what a fiduciary is and why it’s so important to work with one here.) We believe in the philosophies of the Dave Ramsey SmartVestor program and our advisors, John Leatherwood and Milton Hamer, hold the Certified Financial Planner (CFP) designation, one of the highest certifications in the financial services industry.
Learn more about the services we provide and let us know what you think of our new look!