“In a world cluttered with financial jargon and distant advice, we believe we stand out by making the complex simple, making the difficult achievable, and in the process ensuring your financial strategy is as clear and impactful as the goals you’re determined to accomplish.”
– AUGUSTINE HONG, CEO
The Alexandria Client Experience
Wealth management is personal to us. Here’s how we make it all about you:
01 | WE LISTEN FIRST:
Tell us your story: What are your aspirations? Maybe it’s a dream vacation, sending your kids to college, or simply having the security to pursue your passions in retirement.
What keeps you up at night? Are you worried about rising healthcare costs? Concerned about leaving a legacy for your loved ones?
What’s important to you? Do you value sustainability? Are you passionate about giving back to your community?
02 | WE PLAN AND BUILD TOGETHER:
Your roadmap to success: We collaborate with you to create a personalized financial plan that reflects your needs and goals.
Life changes, your plan should too: We understand that life doesn’t necessarily go according to script. Your plan will be flexible and adaptable, adjusting course as your life does.
We’re here for you, every step of the way: Our team of experienced advisors will be your trusted partner, providing ongoing guidance and support.
03 | OUR COMMITMENT TO YOU:
Diligence and fortitude: Behind the scenes, a dedicated team of professionals – wealth advisors, tax planning professionals, and investment research analysts – work together seamlessly to help make your financial success a reality.
Dedicated to your best interests: We’re fiduciaries; we’re legally obligated to put your needs first. This principle is baked into our DNA and culture, which help ensure every decision we make is made with your interest in mind.
Building your confidence: We encourage questions and engagement, to drive transparency and clarity so that all stakeholders feel empowered to make informed decisions.
04 | ENGAGEMENT CALIBRATED TO YOU:
You are busy and your time is valuable – how we manage our communication, meetings, and carry out your plan is determined by your needs, your comfort, and changes going on in your life.
Results matter! Transparency and accountability of our services, and meeting your expectation is how we earn your ongoing trust.
05 | A PARTNERSHIP FOR LIFE:
Alexandria Capital today, reflects relationships built over many years and spanning multiple generations.
We are committed to being your long-term financial partner. We’ll be here for you through every stage of your life, helping you navigate life’s financial challenges with confidence.
Scalable Customization: Building Wealth on Your Terms
Forget Cookie-Cutter Plans.
At Alexandria Capital, customization isn’t a buzzword; it’s the cornerstone of our approach. We understand your wealth is hard-earned, and your financial plan deserves individualized attention. We take the time to understand what truly matters to you and help develop a financial roadmap that evolves with you.
Experience Meets Technology.
Our financial advisory team isn’t just seasoned; they’re curious and armed with tools and technology, allowing them to be forward-thinking, efficient and intentional in their actions.
Built to Last.
Built to Last.
We believe in open communication and fostering a long-term, trusting relationship with you. You can expect consistency and thoughtful connections from us.
Tailored Communication.
Tailored Communication.
Whether you prefer in-depth face-to-face meetings or the convenience of secure online portals, we cater to your preferred style of interaction.
Readily Accessible.
Readily Accessible.
Your dedicated team is eagerly available to answer your questions, address concerns, and provide ongoing guidance. Transparency matters — we’ll keep you informed every step of the way.
It’s your journey, and we’re here to guide you.
It’s your journey, and we’re here to guide you.
At Alexandria Capital, we make sure you feel empowered and in control of your financial future.
SARASOTA
9040 Town Center Parkway
Lakewood Ranch, Florida 34202
(941) 445-8800
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