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 needs. From trusts 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

CEO & 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

ROLLOVER IRA

 

 

ESTATE PLANNING

INVESTMENT MANAGEMENT

RETIREMENT PLANNING

WILLS & TRUSTS



FAMILY PROTECTION (SPECIAL NEEDS PLANNING)

PERSONAL BANKING

RMD

 

 

 

MEET MY TEAM 

SHANNON CARSON

ALLIANCE WEALTH MANAGEMENT, LLC

- FOUNDER & CEO

JENNIFER C. SURMACZ, P.C.

- ATTORNEY & COUNSELOR AT LAW

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Under construction

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

   Founder & CEO