Becoming a Client
At Entrepreneur Aligned, we work with clients to help elevate
the opportunities their business and success have provided.
We are a pioneering wealth management firm specifically
designed to serve entrepreneurs. Our job is to help you make
important decisions and align your business financial success
with enduring personal wealth strategies so that you live a
happy life all the way through.
Our passion is to bring your intentions and aspirations to life while giving your success greater significance.
We do our best work with entrepreneurs who have achieved success in growing their business. They are leaders who strive to grow in all aspects of their lives and are open to new experiences, ideas, and tools that will help elevate their life and career.
Concentrated investment in business equity
Ready for your next level of entrepreneurship
Get To Know And Explore - 30 Minute Introduction Call
It’s our goal that the time we share is always valuable to you and that you are equipped to take your next best step (with us or not) with more clarity, simplicity, and confidence.
Get to know you and your business.
Identify and understand what would improve your life, business, and finances.
Get to know us and how we can best serve you.
Realization - 1 Hour Meeting
Intention - Emailed Proposal
Take Action & Become A Client - Kickoff Meeting Detailing Your 90 Day Roadmap
At Entrepreneur Aligned, we understand that profit is a core measurement of success, and that we must deliver value that far exceeds cost in order to continually earn your business.
Earning your trust and long-term collaboration is the ultimate reward.
We accomplish it by keeping your interests first in the advice we provide and the fees we receive. Our compensation doesn't change based on how your portfolio is allocated and we aren't compensated by anyone other than you because we are here to serve you!
A flat quarterly fee based on ranges of a client's net worth.
Our fees will always be fully transparent and disclosed. There are no commissions or add-on investment fees. Our flat fee compensation structure is intentionally designed to reinforce that our recommendations stem from what we believe is best for you.