At Alliant Wealth Advisors, our clients are a diverse group that shares a common bond. Whether individuals, families or businesses, our clients value working with an expert, trusted advisor who can instill confidence, help turn goals to reality and relieve the burden of work and worry.
We serve a range of families with solutions customized to their situation and needs. Our clients include “accumulators,” those who are building the wealth to fund important life goals. These clients may receive services including financial planning, tax-efficient investing and ongoing financial advice as needed.
Our high-net-worth families—those with more than $1 million in investable assets—receive holistic, proactive wealth management that includes everything from investment management to wealth transfer guidance to asset protection. We meet with our high-net-worth clients several times a year to address their complex situations and goals. And we make a point of proactively identifying challenges and opportunities. We don’t wait to react to a question; we identify the question and work on the answer.
Wealth Stewards: Our Wealth Steward clients have the highest level of financial complexity. They often include business owners, real-estate investors, challenging family dynamics, those with a high level of investable assets and other complex financial challenges.
Accomplished Wealth Builders: Our Accomplished Wealth Builder clients have gathered substantial assets, and are ready for professional guidance in using that wealth to meet well-defined life goals such as a comfortable retirement. These clients value our financial planning, investment management and ongoing financial advice.
Emerging Wealth Builders: Our Emerging Wealth Builder clients are in the earlier stages of wealth accumulation. They may be starting to build a retirement nest egg, saving for a home purchase or saving for their child’s college costs. Their primary needs include professional investment management to protect and grow their savings, as well as periodic advice about important financial decisions.
Families in Transition
We are adept at guiding families through challenging transitions. One example is widows and their families, for whom we provide an array of distinct planning and support services.
Alliant’s Qualified Plans Division provides everything from plan review to fiduciary investment management. We are sought out by employers who care about their employees and who want to see them succeed in retirement. Who want to do things right and be in compliance with ERISA. And who appreciate the effect a well-run company retirement plan has on both employee morale and the bottom line.
As the former CPA owner of a CPA firm serving hundreds of business owners, Alliant founder John Frisch can easily understand their challenges. Laurie Wieder, our Vice President for Qualified Plans, complements her expertise and passion with 30 years’ experience as a consultant, a business owner and an organization executive.