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Brian Puckett, CPA, CFP®, PFS
Align Wealth

Tel: 727-455-0033
125 5th Street South Suite 201
St Petersburg, FL 33701

About Align Wealth

In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted advice, and paying too much in taxes, commissions, and fees.We solve these problems. Our passion is helping you make the most of your one financial life. At Align Wealth Management, we proudly go against the grain, delivering strictly fiduciary advice and simple and elegant investment solutions to a discerning group of individuals. We believe in straight talk, good old-fashioned common sense, intense research, hard work on your behalf,and complete transparency.

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General Information

Name of Custodial Firm:   TD Ameritrade, Charles Schwab
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Planning, Wealth Management, Investment Advice & Management

Services

Can meet clients in the following ways:   Via Email, Via Phone, Your Home, Video Conference

Firm Information

Advisor's Number of Clients:   175
Assets Managed by Advisor:   $1000000

Compensation and Fees

Compensation Methods:   Based on Assets, Flat Fee

Education

BS   University of OK
JD   University of OK

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