Your Life Made Better.™

Our clients are diverse in assets, ages, dispositions, lifestyles, and belief systems. You deserve a wealth and investment plan tailor-made to you.

Let's truly makes this about you.

SCHEDULE YOUR CALL

WE WORK WITH PEOPLE LIKE YOU.

Woman with glasses smilin

Entrepreneurs

This entrepreneur is focused on investing to build the wealth she’s already acquired. She relies upon Alexandria Capital’s investment management services.

African American professional smiling

Executives

Having climbed the corporate ladder, this busy executive is considering how to develop a strategy to achieve financial security, while considering his philanthropic goals. Alexandria Capital’s wealth and tax teams are instrumental in building his plan.

Mother and daughter smiling

Retirees

Approaching retirement, this senior is looking forward to spending time on family and travel. She turns to Alexandria Capital to create retirement and estate plans that help to ensure that she can enjoy her hobbies while feeling secure in her savings.

Fiduciary Standards

No investor should compromise. Your advisor should be legally and morally bound to act in your best interest while managing your assets. The most reputable financial advisors are fiduciaries.

Studies show1 that investors who seek advice from fiduciary advisors earn higher returns, increase financial security, confidence, and clarity than those who go it alone.

Download 10 Questions for Finding the Right Financial Advisor

1 Kinniry, Francis M. “Putting A Value On Value: Quantifying Your Advisor Alpha.” Putting a Value on Your Value: Quantifying Advisor's Alpha, Vanguard Research, Feb. 2019, https://advisors.vanguard.com/insights/article/IWE_ResPuttingAValueOnValue.

How We Can Help

HT-Alex Icon Home-01

Investing

Your investment portfolio should reflect your values, priorities, and lifestyle. Find out how.


learn more

HT-Alex Icon Home-02

Retirement

A carefully constructed retirement plan can help minimize risk and secure the financial wealth you’ve built.


learn more

HT-Alex Icon Home-03

Taxes

Smart tax planning can help minimize obligations and maximize tax efficiency. Get started today.


learn more

HT-Alex Icon Home-04

Wealth

You deserve a wealth plan that reflects your values, priorities and legacy. Let’s work together.


learn more

WANT TO CONNECT?

ThinkBrilliant Platform™


We’ve brought together experienced professionals from various wealth planning and investment disciplines to form a dream team that delivers custom investment solutions and high-touch planning guidance that extends beyond financial advice.


LEARN MORE

Find out how we can help reach your goals no matter where you are along life’s journey.


CONTACT US