With our assistance and document processing, our clients have had great success with bankruptcies, foreclosures, collections, charge-offs, repossessions, medical bills, credit card debt, inquiries, late payments, old addresses, judgments, tax liens and student loans.
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We specialize in working with retirement clients, and business owners nationwide. Our primary office locations are Pittsburgh, PA and St. Petersburg, FL. Our team of fiduciary wealth advisors can assist with personalized investment management, retirement planning, 401k rollovers, and financial planning services. We focus on lower client fees, providing superior client service, and strategic wealth management solutions for individuals and families around the country.
If your just starting out or getting ready to retire, I can help you with all your financial needs
My team and I specialize in both personal and business Wealth Management and Retirement Planning. Bill Waters and team have been recognized as Forbes Best in State Wealth Advisors for multiple years in a row, including this year 2022. Bill also holds his Certified Investment Management Analyst designation that he achieved after attending the Wharton Business School, is also a Certified Plan Fiduciary Advisor and works as a Fiduciary for all clients. Bill attended the University of South Florida and earned an undergraduate degree in Finance as well as Master's in Business. We are part of Raymond James Financial, but service our own private clients exclusively. We can help with retirement planning, financial planning, insurance, money management, annuities, retirement, iras, 401ks, business planning and other wealth management strategies. We specialize in helping clients LOWER costs/fees, increase diversification and reduce risk! We offer free financial evaluations and current investment portfolio overviews and strategy planning.
Align Wealth Management is a fee-only wealth management firm specializing in helping families with $750,000 or more in investable assets. We act in a fiduciary capacity for every client, meaning we always put your interest first. We work together with each family to ensure they are on track to reach their goals with the least amount of risk, cost and tax.
