Organization Description:
Alliance Wealth Management, LLC (AWM) is an independent Registered Investment Advisor (RIA) supported by the nation's leading independent broker dealer, *LPL Financial. Alliance Wealth Management was founded in 2011 by Jeff Rose, CFP®. After many years running the firm, Jeff relocated to Nashville, Tennessee. He approached John Alongi and Brad Wills, CFP®, two former business partners, about the possibility of purchasing AWM. An agreement was made, and John and Brad enthusiastically took over AWM in 2019. Alliance Wealth Management's independent approach allows us to provide independent advice combined with unconstrained access to our financial advisors. We work with clients through their financial goals to determine which investment products and custom strategies appropriately address their investment, retirement and insurance needs. Our team is dedicated to the goal of creating an all-encompassing experience for our clients. As independent advisors, we focus solely on serving client needs and acting in their best interest. This provides them with the confidence to pursue financial success on their terms.
*As reported by Financial Planning magazine, June 1996-2024, based on total revenue.
Client Login URL:
https://myaccountviewonline.com/AccountView/
