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A personalized approach to wealth management

Our team at Alexander Investment Group brings decades of combined investment experience and a history of comprehensive wealth management to a wide range of clients. Leveraging our diverse skills, experiences and personalities, we work to provide tailored, risk-managed investment strategies to meet your goals and objectives.

A deep personal relationship is at the center of everything we do. We plan for and address the complexities of wealth management by drawing on the vast resources of Wells Fargo Advisors. With access to specialized wealth services, including trust and fiduciary services, tax and insurance strategies, and lending services through Wells Fargo affiliates, we collaborate with your family's attorneys and CPAs to help guide the implementation of a fully-integrated investment plan.

Recognizing that successful wealth planning is a lifetime process, the team communicates with you and your family to monitor ever-changing life goals, financial priorities, retirement plans and wealth transfer desires. This personalized approach to wealth management provides you with specific insights and strategies to address issues and opportunities at any life stage.



Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Advanced Certifications

Certified Financial Planner (CFP®)

Both John and Marc are CFP® professionals. A Financial Advisor who has earned the CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification has demonstrated skill in analyzing and developing personal long-term financial strategies. A CFP® has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process, comprehensive array of advice and skill-based approach distinguish CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors, who typically focus on only one area of a client's financial life.


Private Investment Manager (PIM)

As PIM Portfolio Managers, John and Marc offer customized investment portfolios geared toward their clients' specific investment goals. Wells Fargo Advisors' PIM Portfolio Managers must meet eligibility requirements which include a minimum of two years experience as a portfolio manager, five years of industry experience, and successful completion of stringent securities exams. They complete advanced training, including an ethics exam, proxy exam and a 40-hour portfolio management training course. Only five percent of the Firm's Financial Advisors have met the criteria to act as PIM Portfolio Managers.

*The PIM program may not be suitable for all investors. Please carefully review the Wells Fago Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.


Accredited Wealth Management Advisor

Seth has earned the Accredited Wealth Management Advisor designation through the Academy of Multidisciplinary Practice, Inc. and the Estate & Wealth Strategies Institute at Michigan State University. Recipients of this certification are recognized for their advanced knowledge in the specialty areas of investment strategies, insurance, estate planning, charitable giving, business succession solutions, and retirement planning.

 

Certified Investment Management Analyst (CIMA®)

Marc has earned his CIMA® certification. As a CIMA® professional, Marc integrates a complex body of investment knowledge that contributes to prudent investment decisions and objective advice for his clients.

To earn his CIMA® certification he has completed an intensive educational program and final examination covering Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurement. As a CIMA® professional, Marc is one of a select group of professionals who have earned this internationally recognized credential.