Aligned Wealth Strategies

Aligning your values and money to seek true wealth

Financial planner (show on map)

Financial planning firm in Aurora, CO helping clients align their financial lives with their core values.

About

Aligned Wealth Strategies focuses on aligning your values and money to seek true wealth. Founded by Alexa Brascetta who started working in her father's insurance business at age 14, the firm takes a values-based approach to financial planning, helping clients through major life events with empathy and compassion.

Values-based approach aligning money with what matters most

CFP and CLU designations

Experience with ISOs, RSUs, NQSOs, ESPP

Colorado native with local knowledge

Transparent fee-based pricing

Focus on major life events with empathy

Services

Retirement Strategies

Build a retirement strategy that keeps you excited for what's to come.

Retirement income planning Social Security optimization

Tax Strategy

Consider tax implications with all investments to minimize tax burden.

Tax-efficient investing Tax loss harvesting

Estate Strategies

Preserve your legacy for future generations with comprehensive estate planning.

Will preparation Trust planning Legacy preservation

Equity Compensation

Extensive experience with ISOs, RSUs, NQSOs and ESPP compensation plans.

Stock option analysis Vesting optimization Tax planning

Major Life Events

Guide through death, divorce, marriage, or new job transitions with empathy.

Life transition support Divorce planning Career changes

Investment Management

Professional investment management to keep you on track toward your goals and aligned with your values.

Portfolio management Fee-based advisory Values-based investing

Credentials & Certifications

CFP (Certified Financial Planner)

CLU (Chartered Life Underwriter)

LPL Financial

Frequently Asked Questions

What is the True Wealth Process at Aligned Wealth Strategies? +

The True Wealth Process includes: Identify (determine what's important and goals), Design (design and discuss strategy to align values and money), Implement (automation and behavior change), and ongoing Progress Updates.

What are the pricing options? +

One-Hour Financial Review: $300; One Year Financial Planning: $1000 initial plan, $100-$250/month after; One-Time Financial Plan: $1500-$3500; Investment Management: 0.85%-1.3% of assets under management.

Where is Aligned Wealth Strategies located? +

Located at 6533 Ponderosa Trail S, Aurora, CO 80016. Phone: 720-954-3040, Email: [email protected]