Alliance Wealth Management, LLC

Overview

Alliance Wealth Management, LLC is a small, owner-operated advisory and insurance practice that manages discretionary portfolios for individuals, families and a handful of small businesses. The firm charges fees as a percentage of assets under management and combines portfolio management with insurance brokerage and other financial product distribution. Alliance leans toward equity-heavy allocations, using exchange-traded equities as the foundation of client portfolios, while supplementing those positions with mutual funds and annuity solutions where appropriate. The adviser is not positioned as a multi-state or ESG-focused manager and does not act as a capital allocator that runs broad external manager platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices