POSSIBILITIES. MADE POSSIBLE.

WELCOME TO ALIA

MANY PEOPLE ASSUME WE WORK ONLY IN NUMBERS, CHARTS, INVESTMENTS—THAT KIND OF THING. WHILE THAT’S TRUE, HERE AT ALIA IT’S ALSO ABOUT EMPOWERING PEOPLE TO REALIZE THEIR FINANCIAL POSSIBILITIES. 

As a partner that provides comprehensive financial strategies and services, we get to know you before diving into the numbers, because if we first understand your aspirations, the money will follow. We’ll also explain things in a way that makes sense and removes stress from the equation. 

Your need for a life well-lived is paramount. With Alia Wealth Partners, we’ll make sure that you always … Live for the Possible.

TAX PLANNING

While we won’t actually complete your taxes, we will work through your current tax return and other related documents to assess how the next phase of life and any unexpected life changes might impact your overall financial plans. We’ll even work with your CPA and/or attorney or other professionals as needed to ensure you receive the most well-rounded advice.

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MEET LINDSEY

As Owner and Wealth Strategist of Alia Wealth Partners, Lindsey works closely with her clients in formulating appropriate strategies and selecting investments that are designed to match each one’s specific goals and objectives. She places great emphasis on developing a program of strategic asset allocation based on sound principles of risk and reward.

CLIENT TESTIMONIALS

  • “Lindsey and her outstanding team not only manage our financial portfolio but also manage portfolios for two other family members. They exceed all expectations for the expertise, patience, support and results needed from a financial planning partner."

    Bob V.

  • “I was so pleased with the in-depth approach Lindsey and the team at Alia provided, really taking into account our big picture needs, even outside of the core investment plan, and handling it all.”

    Mike N.

  • "We thank you, Lindsey, for taking care of us. Your prompt attention makes me feel like we are your only clients and I know that is not the case! You watching over our finances gives me the confidence to do life daily and not worry (too much) about not having the money to do what we need and want to do for the rest of our lives."

    Patsy W.

  • “Lindsey and Alia Wealth provided invaluable advice, direction, and knowledge when helping my aging Father readjust his portfolio to match his needs. After years of advisor diversification, Lindsey helped us to consolidate and make strong financial choices, while also keeping in mind his estate planning and longer-term needs. She is easy to work with and shows lots of integrity in her decision making. She involved the family, giving us confidence in our financial future.”

    Mary C.

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WE CAN HELP YOU PURSUE YOUR FINANCIAL GOALS.