Insights

UHNW Focus Independent fee-only wealth advisory with private family office services targeting high net worth individuals and complex financial situations presents opportunities to cross-sell advanced planning, estate, tax optimization, and customized reporting services.

Time Savings Clients value consolidated information, document management, and external advisor coordination, creating a sales angle for premium administrative and concierge services that streamline financial workflows.

Tax and Fee Optimization TA WA emphasizes reducing taxes and fees through independent research and benchmarking, suggesting upsell potential for tax-efficient structuring, fee benchmarking, and optimized investment strategies for affluent clients.

Growth Enablement Small team size indicates potential for scalable tech-enabled solutions and outsourced capabilities to support broader client service capacity as demand grows.

Market Positioning Serving Fortune 500 executives, private equity and hedge fund managers, and complex assets signals alignment with sophisticated product suites; position accompanying offerings such as private investment coordination, cross-border asset management, and succession planning.

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Total Alignment Wealth Advisors Tech Stack

Total Alignment Wealth Advisors uses 8 technology products and services including RSS, WordPress, oEmbed, and more. Explore Total Alignment Wealth Advisors's tech stack below.

RSS
Content Management System
WordPress
Content Management System
oEmbed
Dev Tools
WooCommerce
E-commerce
Microsoft 365
Email
jQuery
Javascript Libraries
jQuery Payment
Payment Processing
Google Tag Manager
Tag Management

Total Alignment Wealth Advisors's Email Address Formats

Total Alignment Wealth Advisors uses at least 3 email formats:

Total Alignment Wealth Advisors Email Formats	Example	Percentage
FLast@totalalignmentwealth.com	JDoe@totalalignmentwealth.com	58%
FirstLast@totalalignmentwealth.com	JohnDoe@totalalignmentwealth.com	25%
Last@totalalignmentwealth.com	Doe@totalalignmentwealth.com	17%

Frequently Asked Questions

What is Total Alignment Wealth Advisors's phone number?

You can contact Total Alignment Wealth Advisors's main corporate office by phone at

+1-212-913-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Total Alignment Wealth Advisors's official website and social media links?

Total Alignment Wealth Advisors's official website is totalalignmentwealth.com and has social profiles on LinkedIn.

How much revenue does Total Alignment Wealth Advisors generate?

As of September 2026, Total Alignment Wealth Advisors's annual revenue is estimated to be $1M - $10M.

What is Total Alignment Wealth Advisors's NAICS code?

Total Alignment Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Total Alignment Wealth Advisors have currently?

As of September 2026, Total Alignment Wealth Advisors has approximately 9 employees across 2 continents, including North America and Oceania. Key team members include Managing Director And Head Of Client Relations: J. N. and Financial Planner: I. S. Explore Total Alignment Wealth Advisors's employee directory with LeadIQ.

What industry does Total Alignment Wealth Advisors belong to?

Total Alignment Wealth Advisors operates in the Financial Services industry.

What technology does Total Alignment Wealth Advisors use?

Total Alignment Wealth Advisors's tech stack includes RSS, WordPress, oEmbed, WooCommerce, Microsoft 365, jQuery, jQuery Payment and Google Tag Manager.

What is Total Alignment Wealth Advisors's email format?

Total Alignment Wealth Advisors's email format typically follows the pattern of FLast@totalalignmentwealth.com. Find more Total Alignment Wealth Advisors email formats with LeadIQ.

When was Total Alignment Wealth Advisors founded?

Total Alignment Wealth Advisors was founded in 2013.

Total Alignment Wealth Advisors

Q: What technology does Total Alignment Wealth Advisors use?

Total Alignment Wealth Advisors's tech stack includes Apache, WooCommerce 3.0, jQuery Migrate, Nginx, jQuery Payment.

Q: What is Total Alignment Wealth Advisors's NAICS code?

Total Alignment Wealth Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States2-10 Employees

Total Alignment Wealth Advisors (TAWA) is an independent, fee-only wealth advisory firm that provides comprehensive financial planning, consolidated financial organization, and private family office services for individuals with complex financial situations. The firm adds value by saving clients time and reducing worry through meticulous document management, account monitoring, coordination of external advisors, and consolidating financial information from multiple sources into a single, accessible source. It also identifies opportunities to improve clients’ financial positions by reducing taxes, fees, interest costs, insurance premiums, portfolio inefficiencies, and personal risk, using independent research and benchmarked analysis across tax and cash flow projections.