Wealth Services Alliance was created more than a decade ago to offer comprehensive financial and wealth management services to clients through an alliance of professionals – all working together in concert under a single organization. It was formed based on the understanding that most individuals juggle their financial lives managing a range of independent professionals, including a CPA for taxes, an investment advisor for portfolios, a financial planner for estate planning purposes, and an agent for risk management solutions. Under this segregated structure, each advisor may work independently, without interaction and without communication with a client’s other trusted advisors. This is often inefficient and time consuming, requiring the individual client to unify and implement the advice from various professionals and specialists.
Wealth Services Alliance presents a new paradigm to financial advice focused on putting the client in the center. On behalf of our clients, Wealth Services Alliance integrates accounting, portfolio management, planning, and risk management into a comprehensive, customized solution for each individual and business client. That means your portfolio manager talks to your CPA about potential tax consequences related to trades in your portfolio. That means your estate planning goals and your financial planning strategies are aligned. And, that means that every effort to help manage and protect your financial future is cohesive and coordinated. With Wealth Services Alliance, you have a team of experts specializing in all fields of wealth management, working in unison on your behalf for optimal financial outcomes. All of us sit on the same side of the table: yours.
The members of Wealth Services Alliance include three independent and experienced companies, each specializing in different areas of personal and business finance – working together on your behalf to provide holistic solutions and advice.
Probity Advisors, Inc.® – a comprehensive financial management firm employing the latest technology, research, and insight to deliver individualized, professionally managed portfolios, as well as corporate retirement planning services. The associates at Probity Advisors, Inc. include estate and financial planning advisors, as well as highly credentialed and experienced portfolio managers and analysts.
McKinnon Patten – McKinnon Patten, Certified Public Accountants, is a full-service accounting and business valuation resource with nearly four decades of successful client service.
Ozanne Financial Services – a holistic financial planning firm offering retirement planning, estate planning, and risk management through life, disability and long-term care insurance, education planning, business continuation and exit strategy, as well as corporate retirement plan design and education.
Every member of Wealth Services Alliance is committed to the highest standards of professional service. We don’t just share office space: we share a commitment to helping clients achieve financial security through the integration of planning, portfolio management, risk management, and tax planning.