ALLIANCE WEALTH MANAGEMENT, LLC

Serving To Preserve And Grow Your Wealth

— OUR COMMITMENT —

As a fee only Registered Investment Advisor we hold ourselves to the highest standards of practice thereby placing our clients interests above all others. We take a comprehensive approach to wealth management that utilizes a strategic alliance of professionals in their core competencies to serve each client's unique and diverse needs. From trust planning to our proprietary Global Investment Strategies rest assured our wealth management team will design and implement a comprehensive financial plan. 



"Thank you for the confidence and trust you have placed in me."

 

Shannon Carson

President & Founder

— MAIN SERVICES —

 

WILLS & TRUSTS

 

We often find that many people interchange the term “will” and “trust.” Our goal is to help you understand the important differences between the two documents.

INVESTMENT MANAGEMENT

 

Our Global Investment Strategies are constructed with our proprietary quantititative algorithms designed to preserve and grow your wealth.

 

ESTATE PLANNING

 

In essence, Estate Planning is about planning for every stage of life, not simply what happens after you pass away. Our task is to help you with your individual needs.

— SERVICES LIST —

ASSET PROTECTION

FINANCIAL PLANNING

PHILINTHROPIC PLANNING

RMD PLANNING

 

 

ESTATE PLANNING

INVESTMENT MANAGEMENT

RETIREMENT PLANNING

ROLLOVER IRA'S 

 

 

FAMILY PROTECTION (SPECIAL NEEDS PLANNING)

PERSONAL BANKING

WILLS & TRUSTS

 

 

 

— MEET MY TEAM —

SHANNON CARSON

President & Chief Portfolio Manager

ALLIANCE WEALTH MANAGEMENT, LLC

 

JENNIFER C. SURMACZ, P.C.

ATTORNEY & COUNSELOR AT LAW

DON DEASY

Trust Planning Specialist

Integrated Trust Systems

— OUR MISSION —

We focus on helping clients preserve and grow their family's wealth. We take the time to get to know our clients, understand their goals and develop strategies that often exceed their expectations - always helping them to navigate through challenges and identify opportunities where they may succeed. The confidence entrusted to us by our clients to serve them and share our best practices is a value we hold with the highest esteem.


"I would like to extend my personal commitment to serve as your family's trusted Private Wealth Manager."


SHANNON CARSON

President & Founder

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