Secure Your Wealth.
Simplify Your Life.
Executive Wealth Planning
Business Owner Wealth Strategies
Business Exit Planning
Support for Widows
Personalized Concierge Services
Receive attentive guidance tailored to your needs, backed by a 12-person team ready to proactively handle all of the details for you.
One Coordinated Team
Tax Mitigation Strategies
Retirement and Wealth Transition Planning
Risk Management and Asset Protection
Concentrated Stock Management
Turn Success into Lasting Wealth
We help turn business profits into lasting wealth by creating tailored investment strategies designed to grow your assets intelligently.
Mitigate Taxes
Safeguard Everything You’ve Built
Personalized Concierge Services
Receive attentive guidance tailored to your needs, backed by a 12-person team ready to proactively handle all of the details for you.
Talent and Leadership Optimization
Live Your Vision, Make an Impact
Plan for Success
A successful business exit is a multifaceted process that demands thoughtful planning. Establishing a clear personal vision and defining your goals at the outset is crucial to achieving your desired outcome.
Determine How Much You Need
We can assess how much you rely on the sale proceeds by reviewing your assets and determining your post-sale income needs.
Maximize Business Value
We can help you identify value drivers that will maximize the business sale price and make the company more attractive to potential buyers.
Choose an Exit Strategy
We will explore all of your options, including both external and internal strategies to identify which direction is best suited for you and your business.
Navigate the Sale
Support the sale process by staying on track, avoiding deal- killers, and offering clear tax guidance to secure a fair agreement that maximizes the seller’s returns and ensures a smooth closing.
Exit on Your Terms
Together, we will create an exit roadmap that aligns with your vision for the sale of your business and life after the transition.
Gain Comfort and Clarity
We’ll work alongside you to review every account and document, reach out to the right people, and handle the details with care.
Help Generate the Income You Need
Our team will focus on helping you protect and grow your wealth to ensure you have the resources you need now and in the future.
Protect Your Family
Supporting Your Choices
Don't Miss a Payment
Provide Tax Preparation Support
Executive Wealth Planning
- Personalized Concierge Services
- One Coordinated Team
- Tax Mitigation Strategies
- Retirement and Wealth Transition Planning
- Risk Management and Asset Protection
- Concentrated Stock Management
Business Owner Wealth Strategies
- Turn Success into Lasting Wealth
- Mitigate Taxes
- Safeguard Everything You’ve Built
- Personalized Concierge Services
- Talent and Leadership Optimization
- Live Your Vision, Make an Impact
Business Exit Planning
- Plan for Success
- Determine How Much You Need
- Maximize Business Value
- Choose an Exit Strategy
- Navigate the Sale
- Exit on Your Terms
Support for Widows
- Gain Comfort and Clarity
- Help Generate the Income You Need
- Protect Your Family
- Supporting Your Choices
- Don’t Miss a Payment
- Provide Tax Preparation Support
About Us
The team-based approach means that the right hand always knows what the left is doing and no detail is too small to gain our attention. This is why our clients can rely on us to take the lead when it comes to their financial well-being.
Experience You Can Trust
We’re devoted to making our clients’ financial lives as easy and stress free as possible. We truly enjoy making complex topics a bit easier to understand and directing our clients toward an effective plan for achieving their financial goals.
5 Questions to Ask Before Exercising Your Stock Options
For many executives, stock options can represent a significant opportunity to build long-term wealth. But deciding when and how to exercise isn't always straightforward. Before making a decision, consider these five questions: 1. What are the tax implications?...
10 Tax Saving Strategies Business Owners Should Know Before Selling Their Business
How much of the sale proceeds will you actually keep? It's one of the most important questions business owners should ask before selling their business, yet it's often overlooked until a deal is already underway. Taxes can be one of the largest costs associated with...
A Widow’s Financial Checklist
Helping Your Spouse Feel Prepared, Supported, and Less Overwhelmed No one likes to think about the possibility of losing a spouse. It is emotional, uncomfortable, and easy to put off for “someday later.” But one of the most caring things you can do for your husband or...
Client Reviews
“Greg and his team are the true definition of one-stop shop. From investments/planning for retirement, to college savings, taxes, insurance, etc., they handle it all! Everything is under the APW umbrella. Not just handle it all, but do it at a very high professional level that makes it easy for the client (me). They always walk you through each process and explain everything in a simplistic way, step by step. Communication is excellent as well. When you need them, you can get a hold of them via phone, email, video or in person, quickly. They always respond timely and provide thoughtful accurate information with clear directions. Lastly, the results speak for themselves. I’ve worked with APW for 16 years now. Previously my financial advisor was a high-end player in DC. When I switched, I immediately felt the personal touch/service APW brings to each client and over time, a much better strategy. APW is a no-brainer to anyone that needs the services they provide.” - Andy P
The statement was provided 5/17/24 by Andy P. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“Prior to coming to APW in 2017 we had only worked with some of the ‘big box’ financial firms. We immediately noticed the difference in terms of the breadth and depth of advisement, in some cases on things we had not even been told to consider previously. During our first year I was transitioning from working for a large company to starting my own company and setting up an LLC. To say that the APW team made that process easy and gave me confidence in what was a daunting task is an understatement. The twice per year 1:1 sessions give us a forum to ask all questions as well as go deep on any aspect of the plan we would like as the experts are all present. This coupled with knowing that additional access is only an email or phone call away makes this business relationship unique in a very good way.” – Michael R
The statement was provided 8/2/23 by Michael R. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“Greg and his team at Alliance Private Wealth are true professionals. I have been with them for approximately 10 years. I have had the pleasure to get to know Greg Farland personally over time and I trust him 100%. When handling my hard earned money, trust and integrity can’t be compromised. I have never had the feeling of anything other than my best interest as their one and only priority. The level of service Alliance Private Wealth offers goes way beyond just managing money and financial planning, Alliance Private Wealth can and will pull in a network of other professionals such as estate attorneys and accounting professionals to make sure everyone is on the same page for the benefit of their client needs.” – Joe G
The statement was provided 4/28/23 by Joe G. who is client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.