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.
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.