A Word from Our Sponsor
This month, Civic Capacity is proudly sponorsored by Total Wealth Alignment.
Your finances are connected. Your plan should be, too.
I’m Kameron Smith, CFP®, founder of Total Wealth Alignment, a Troy-based financial planning practice serving business owners, professionals, working families, and people approaching retirement.
Financial decisions rarely happen in isolation. Investments, retirement, insurance, taxes, and estate considerations can all affect one another. I work with clients to understand their priorities, develop a coordinated plan, and communicate with their tax, legal, and other professionals as appropriate.
My goal is to help people see how the pieces fit together and make financial decisions with a clearer picture of their options.
Services and fees depend on each client’s needs, and there’s no minimum investment amount required to work together.
If you’d like to learn more about my approach, visit www.totalwealthalignment.com.
Investment advisory services offered through Wealthcare Capital Management LLC, an SEC-registered investment adviser.
If you are interested in becoming a sponor of Civic Capacity, please send an email to pinnaclestrategiesltd@gmail.com