COMPREHENSIVE WEALTH MANAGEMENT

A Plan for Your Family, Retirement, and Wealth

Navigate life's transitions, your legacy, your way

TAILORED FINANCIAL ROADMAP

Navigating Retirement, Family, and Wealth Preservation

You're probably juggling your family responsibilities, investments, and a demanding career all at the same time. It's a lot to handle, right? You need a solid game plan to tackle all these moving parts!

That's where we come in. At ALNA Wealth Management, we understand what you're dealing with and offer straightforward advice tailored to your life. It's that simple. Whether you're looking for retirement strategies and financial planning, investment advice, or want options to reduce your taxes, we can help.

 

Together, we'll create a plan that doesn't just address today's problems but prepares you for the future. We'll combine your smarts with our experience to help you build towards a financial future that's true to who you are and what matters most to you.

Schedule a consultation to get clear on what's important to you.

DISTINCT FINANCIAL PATHS

Balancing Professional Success and Personal Responsibility

No matter what path you're on, we can help.  Our team specializes in helping you on your financial journey:

ALNA|Find Your Path

Pre-Retirement/Retiree

You are preparing for the next chapter in life or recently transitioned to retirement.  Concerns about balancing all the decisions ahead and protecting what you achieved.  You have unique challenges like a pension, annuity or other benefits. You want to make smart decisions to maintain your lifestyle during retirement.  

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Business Leader

You're navigating changing regulations while balancing your personal and business finances. You want protect and grow your wealth as you prepare for the next step in your journey.

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Inheritance

You've inherited investments and you want to manage and integrate it all into your plan.  You may be concerned about taxes and making the right financial decisions. Inheriting assets can be both an opportunity and a challenge. 

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Retiree

You want to maintain your lifestyle and your retirement years. Maximize your retirement finances. 

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  1. PERSPECTIVE

  2. Recent Insights and Financial Planning Strategies:

FINANCIAL PLANNING PILLARS

Retirement, Family Financial Security, and Preservation

At ALNA Wealth Management, our structured process revolves around three key pillars essential to your financial well-being: retirement planning, family financial security, and wealth preservation

Retirement Planning

Retirement Planning helps you transition from employment to enjoying life.  We help you create a comprehensive and tax-efficient retirement plan that helps you reach your retirement income goals as you navigate the unexpected challenges that might lie ahead. 

Family Financial Security

Your family is an integral part of your financial plan. Providing for children and attending to the needs of aging parents places a heavy burden on you and your finances. 

Wealth Preservation

Preserving what you've achieved is an ongoing process of growing your assets while minimizing risks and tax liabilities. We work together to help protect your wealth from inflation, taxes, and market volatility.

 

 

 

 

 

 

 

 

OUR APPROACH

Fiduciary, Comprehensive, and Collaborative

ALNA Wealth Management was founded by Lamont Brown, CFP® AIF®, MBA to help families make informed financial decisions.

ALNA|Fiduciary

Fiduciary

Your interests come first

ALNA Wealth Management is committed to providing you with advice you can trust.  Lamont Brown is a CERTIFIED FINANCIAL PLANNER® professional, and Accredited Investment Fiduciary (AIF®).

ALNA|Comprehensive Wealth Management

Comprehensive

Our process addresses your complete financial picture

  • Financial Planning

  • Tax Planning Strategies

  • Investment Advice and Management

  • Asset Protection

  • Estate Planning and Charitable Giving 

ALNA|Collaboration

Collaborative

We partner with you and your other advisors, when needed to help you succeed.

OUR MISSION

Tailored Wealth Management For Life's Transitions

ALNA Financial Planning was founded by Lamont Brown, CFP® AIF®, MBA to help families make informed financial decisions that improve their financial situation.

Our Services:

  • Financial Planning and Wealth Management
  • Tax Planning Strategies
  • Investment Advice and Management
  • Asset Protection
  • Estate Planning and Charitable Giving 
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Get Started

Whether you're planning for retirement, seeking to protect your family's financial well-being, or preserving your legacy, we're here to help.  Schedule a consultation to get guidance on what's important to you.