Since 1987, clients have trusted Alexandria to chart their financial paths. Our organization is designed to reflect our client-first philosophy and our commitment to helping you improve your financial life.
We adhere to high professional and ethical standards in the delivery of financial advice and services. Our goal is to exceed your expectations and inspire you to introduce us to your friends and loved ones, so we can help them as well.
Alexandria’s Think Brilliant Platform™ is your financial dream team. We’ve brought together experienced professionals from various wealth planning and investment disciplines to form a reservoir of intellectual capital. Our team of portfolio analysts, managers, tax and wealth planning specialists deliver custom investment solutions and high-touch planning guidance that extends beyond traditional financial advice. At the heart of our offerings is our fiduciary mindset, ensuring that your interest is our highest priority and at the core of everything we do.
TotalWealth Solution™ is a comprehensive experiential planning system that leverages all of our in-house knowledge, including but not limited to private banking and trust services, advanced tax and estate planning, and custom portfolio design capabilities that dynamically evolve with your life.
The Client Relationship Summary (Form CRS) provides an overview of the types of advisory services we provide and how you pay. There is no "one size fits all" approach to your investments, so use this document as a starting point to better understand our services. For more information, contact us.