As advisors, we have an important job. We’re honored by the trust you’ve put in us and take our responsibility to do it well seriously. We believe our role goes far beyond helping you manage savings and investments. Our goal is to build deep, trusting relationships while supporting you through life’s challenges and successes. As an independent firm, we have the ability to communicate with you clearly, directly and proactively. Our first annual letter is a new way for us to do this while also sharing some of what we have worked on over the last twelve months.

While our growing team brings decades of varied experience and unique skillsets, each of us joined Alliance from other financial institutions for the same reason: to be part of a firm that is built on always putting the client first. Partnership with our clients—and with each other—has been the foundation of our company since it was founded in 2017. We thank you for your continued support and wish you a strong finish to the year, along with a healthy and prosperous 2025.