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Financial Guidance
Aligned With 
Your Life.

Total Wealth Solutions for South
Louisiana.


However You See Your Tomorrow

The Best Time to Plan For it is Today


Whether just the thought of retiring and taking it easy makes you happy or you have big travel dreams, you will need personal, expert advice. Advice that helps you make the most of your assets to improve your quality of life and your impact on others.  

At Align Wealth Partners we believe that your true wealth is your total footprint – finances, family and experiences. We’ll work with you to clear through the challenges that may accompany your wealth and financial responsibilities, to create a clear path to whatever success means to you.



Awards & Affiliations




Let’s Chat.

It's time to make sure your wealth aligns to your life

Schedule a Call



WHY ALIGN?


What It's Like To Work With Us

Experienced

Perhaps one of the most important decisions you’ll make will be selecting a financial advisor and partner who has the experience necessary to provide the best advice when faced with new financial opportunities and obstacles. As CFP® professionals we take the code of ethics seriously and offer specialized experience in working with business owners and entrepreneurs, divorcees, those in the petrochemical industry and more.

Objective

Our partnership with LPL Financial provides us with transparent independent research and other resources to provide you with the most objective advice possible. Armed with the industry’s largest independent research team we are able to help you cut through the emotions often associated with financial planning decisions. 

Compassionate

Through all of our engagements we search out truth staying within our areas of specialization and having candid discussions when changes need to be made.

Proactive

With a proactive focus on your finances we help clients better position themselves for success and prevent unnecessary stressful situations.

Holistic

We’re big picture people. We’ll take a holistic look at your financial situation to help mitigate risk and potentially optimize the probabilities of achieving your goals while striving to avoid catastrophic loss.




Ready For Advice That Aligns With You?

Let’s Get Started.

Schedule a Call


Milton Hamer III Photo

Milton Hamer III

CFP®, Wealth Planner
Read Bio

Milton Hamer III

CFP®, Wealth Planner



The Work Bit

Milton serves his clients through a holistic, detail-oriented pursuit of their financial dreams and desires. He advises individuals, business owners, retirement plans and family trusts. Milton is directly responsible for all aspects of financial planning and investment management for his clients. He is also responsible for the firm’s investment research and due diligence. A graduate of Louisiana State University with a Bachelor of Science in Marketing, Milton has been helping clients work toward their financial goals since 2003. He is a Certified Financial PlannerTM Professional and holds the FINRA Series 7, 31 & 66 Securities Registrations through LPL Financial. He is also insurance licensed for Life, Health, Annuity, Disability, and Long-Term Care.

The Personal Bit

Milton has been an avid volunteer and youth mentor throughout his professional career and served on the Forum 35 Board of Directors for seven years. He is an active member of the Webb Park Civic Association, the Baton Rouge Financial Planning Association, and the Greater Baton Rouge Chapter of the LSU Alumni Association. A native of Morgan City, Milton has made Baton Rouge home since 1997. He and his wife Erica are grateful parents to Vivian and Augustus. The family enjoys nature hikes, city parks and museums, community and cultural events, new culinary experiences and traveling.

Know what’s right and do what’s right; Serve with an expectation of nothing in return; Your success will ultimately be judged by what your children think of you; Commit to continuous and never-ending improvement; Be considerate of others; Work hard, sacrifice, and maintain a relentless personal drive for excellence; Quick to listen, slow to speak.



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John O. Leatherwood IV Photo

John O. Leatherwood IV

CFP®, MBA, Financial Consultant
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John O. Leatherwood IV

CFP®, MBA, Financial Consultant



The Work Bit

John has been helping clients pursue a wide variety of financial goals since 2006. He received his Bachelor’s degree in Business Management from Johnson & Wales University and an MBA from University of Phoenix. John is a Certified Financial PlannerTM Professional and holds the FINRA Series 7 & 66 Securities Registrations through LPL Financial. He is also insurance licensed for Life, Health, Annuity, Disability, and Long-Term Care. John’s process is holistic in nature, and by tailoring financial plans using an array of strategies, it is designed to address the individual needs of each unique client. He specializes in financial planning, portfolio diversification, tax-advantaged accounts, client income needs and wealth protection strategies. John seeks to provide an exceptional level of personal service to his clients by going the extra mile.

The Personal Bit

John is a dedicated volunteer having worked for various charitable organizations within the local community and served as a board member of the Downtown Business Association from 2003 through 2010. He is married to Cheryl and has two children. When not at work or with his family John can be found looking for his golf ball in the woods.

Hard work brings success; Take great swings, but get up to bat; Share your knowledge, experience and wisdom; There are no shortcuts to doing things right; Allocate enough time to those things that make you happy; Strive for excellence in all you do.

Craig Authement Photo

Craig Authement

Wealth Management Advisor
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Craig Authement

Wealth Management Advisor



The Work Bit

MCraig has advised individual clients, business owners, and retirement plan sponsors since 1999. Craig’s personalized strategies seek to grow and maintain his clients' wealth. Craig holds the FINRA Series 7 General Securities License, as well as, Series 31, 63 & 65 licenses through LPL Financial. He is also insurance licensed for Life, Health, Annuity, Disability, and Long-Term Care. Craig is a graduate of Paris Junior College.

The Personal Bit

He has lived in Lafourche Parish for over 50 years. He and his wife of nearly 30 years, Karen have two children, Fallon and Sabrina, and a grandchild arriving in 2018. Craig is active in the community and within his church. He’s an avid outdoorsman and enjoys hunting, fishing and cooking.

Take responsibility and own your actions; Surround yourself with great people; Be present in the moment, and not distracted; Practice patience; Wake up and look forward to tackling the challenges of the day.

Monica L. Johnson Photo

Monica L. Johnson

Client Service Associate
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Monica L. Johnson

Client Service Associate



The Work Bit

Monica is our client service associate. She helps with the overall coordination of daily client operations, working closely with our advisors. Monica is a direct point of contact for our clients, assisting with all steps of the financial planning process and on-boarding new clients, scheduling appointments, service requests and account maintenance. 

After graduating from Louisiana State University with a bachelor’s degree in business administration with a finance concentration, Monica went on to receive  her Series 7 license held with LPL Financial. 

The Personal Bit

When she’s not in the office, Monica enjoys shopping, trying out new restaurants, and visiting family in Ville Platte. Monica and her husband, Trumaine, have two children.


WHO WE SERVE

Aligning With Your Life's path

Some of life’s most important wealth management decisions don’t just happen at the beginning or the end, they occur at every step of the way. Wherever you are in life’s journey, we’re ready to connect you to your ideal future.



What life path describes you best at this moment?


Pre-Retiree

PetroChem Career

Entrepreneur or Executive

High Income Professional

Divorcee


Take Our Questionnaire.

Answer questions about yourself and your future objectives so we can create a personalized financial playbook.

TAKE QUESTIONNAIRE



From “What If’s” to “What Do I Do Now” 

WE'LL HELP YOU NAVIGATE


Wealth Management Strategies

That Align Your Goals and Assets

What lies at the foundation of all of our relationships is a solid strategy that helps guide and influence our recommendations over the course of our long-term partnership. Our Total Wealth Alignment services take into consideration all your unique characteristics and the financial realities of your life to develop a comprehensive roadmap for your financial future.




Here’s What We’ll Cover:


Discover Your Why

Personal Retirement Success Playbook

Custom Lifetime Income Plan

Tax Reduction Strategies

Family Protection Insurance Review

Education Funding Strategies

Essential Estate Documents

Business and Succession Planning

Long Term Care Gameplan



Ready to Align Your Total Wealth?

Get Started

Connect Today



Sound. Disciplined. Unified.

The key to preserving and growing your assets is designing a portfolio built on a sound and disciplined strategy that addresses your unique needs, life circumstances and aspirations. Working together, our team will help you better manage behavior, perspectives and perceptions to avoid costly, fear-based investment mistakes. Whether your goals involve retirement income, funding your children’s education or providing for heirs, we measure investment success on the achievement of your defined goals.



Here’s How We’ll Get There:



Step 1

Profile Assessment

After discussing your goals, together we’ll determine what your customized financial strategy should look like taking into consideration things like:


  • Investment goals and time horizon
  • Income needs and tax considerations 
  • Risk tolerance, risk capacity and risk preferences
  • Performance expectations

We’ll then construct your portfolio to reflect your personal investor profile, time horizon, and risk preferences, all with an outlook to the future, not the past.



Step 2

Strategy Personalization

Next, we’ll identify the appropriate investment strategies for you by taking into consideration things such as:


  • Investment types and characteristics
  • Risk/reward characteristics for different asset classes
  • Strategic & Tactical Asset Allocation portfolios

Based on the combined attributes of the individual asset classes and your goals, we’ll designate an asset allocation and investment strategy that is optimal to fit your needs. Your portfolio may include, but is not limited to, mutual funds, stocks, bonds, exchange-traded funds (ETFs), alternative investments, annuities (immediate, indexed, fixed and/or variable), structured CDs, cash equivalents, or a combination of these investments.





Step 3

ACTIVATION

Once we’re ready to bring your portfolio to life, we’ll discuss your expectations and review what we want to accomplish through your customized strategy. To get your portfolio up and running, we’ll:


  • Open your new accounts with the optimal ownership and beneficiary structuring.
  • Transfer your existing accounts & deposit new funds.
  • Facilitate tax-wise reallocation of investments.



Step 4  

Realignment

Once your investments are in place, we’ll continue to review and manage your portfolio on an ongoing basis through regular check-ins to ensure alignment with your goals. We will also reassess goals and strategies over time striving to update and proactively position you for continued satisfaction and success you can feel secure in. 


Investing involves risk including loss of principal.  No strategy assures success or protects against loss.


Get Started Today

Contact





GETTING STARTED
WITH US IS EASY

Our discovery process helps you determine whether your needs are a good fit to our firm’s strengths. This process will give you a framework for evaluating us and other firms you might be considering.


Main Highlights:

No obligation while you evaluate

We want to know exactly how we can help before you pay us a single dollar. 

Check your 3 success factors

You will finish with answers to the three biggest questions about retirement.





Step 1

Initial Assessment Call

A 15-minute call to understand your main financial priorities and determine if our skillset and experience could be the right match.


If we aren’t the right fit for you, we will make sure to introduce you to a firm who is better suited to your needs.





Step 2

First Meeting

Getting to Know You

Talking in person is the best way to make a meaningful connection.


The purpose of this meeting is to explore your goals, concerns and priorities.


This conversation, in addition to the documents we request you bring, will guide our analysis. We will then be able to answer your most important questions in a non-technical, straightforward manner.  







Step 3

We Analyze Your Current Path & Alternatives

We apply our expertise and understanding of who you are to analyze your situation to answer three critical questions for you:


  1. Are you on track to reach your important long-term goals?
  2. How can your current and future taxes be reduced?
  3. How can your investments be better aligned with your goals?





Step 4  

Second Meeting

Analysis Review

We will show you exactly how to work toward your financial goals.


You will be able to see the value that our firm can bring to your finances — today and for the years to come.


We will then ask if you are ready to begin working with our firm. If not, what other insights into our value and process would help you make your decision? 







Step 5  

Deciding to Hire Us

We are interested in forming long-term client relationships. It’s important that you take as much time as needed to make a decision. Prior to deciding whether we should work together, you'll want to answer the following questions:


  1. Do I like/trust/respect the team at Align Wealth Partners?
  2. Will their impact benefit us beyond their cost?
  3. Do I understand and agree with their planning & investment approach?
  4. Do their recommendations make sense to me?





Step 6

Third Meeting

Let's Get Started

During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.


Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns. 




How Do I Know If I’m a Good Fit?

We benefit clients most when we help create an optimal plan of action — unifying their financial picture. 

Our typical clients consist of:

Career employees, professionals, and business owners who are eager to delegate to a specialist and streamline their financial affairs

Diligent savers within 10 years of a retirement transition who have accumulated $500,000 or more of investment assets

People who value professional guidance and understand that the success of their retirement is too important to be doing it themselves


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ENOUGH ABOUT US, WHAT ABOUT YOU?

We’re eager to get to know more about you and what's important to you: your family, hobbies, goals and dreams. Let’s get started! 

Why I'm Looking for an Advisor:



Align Wealth Partners

Address

8235 YMCA Plaza Dr, Suite 402 Baton Rouge, Louisiana 70810


Phone:

(225) 408-0122