^{About Us}
A Team Defined by Discipline and Purpose

^About
Where Intention Meets Execution

At Align Private Wealth, our mission is simple - to serve as a trusted fiduciary partner providing independent guidance, customized investment strategy, and integrated financial, estate, and tax‑efficient planning. We are committed to a concierge standard of service defined by deep collaboration, proactive communication, and a relentless focus on aligning every decision with the client’s values, goals, and legacy.

^{What Makes Us Different}
Built on Principles That Put You First

The way we work isn't accidental — it's the result of clearly defined principles that guide every decision we make on your behalf.

Our Mission

We exist to provide structured, research-driven financial guidance that helps our clients pursue their goals with clarity and confidence. Every recommendation we make is grounded in analysis, not assumption.

Our Vision

We aim to set the standard for what thoughtful, disciplined financial planning looks like — one client relationship at a time.

Our Core Values

Transparency, accountability, and intellectual rigor are at the center of everything we do. We believe you deserve to understand the "why" behind every strategy, and we'll always take the time to explain it.

^{Meet The Team}
The Professionals Behind Your Strategy

Get to know the people, credentials, and shared philosophy that drive the work we do every day.

Scott Gilliam, CFP®

Partner | Wealth Advisor

Travis Blessing, AIF®

Partner | Wealth Advisor

^{Get Started}
Ready to Take the Next Step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Build Your Plan

About UsA Team Defined by Discipline and Purpose

AboutWhere Intention Meets Execution

What Makes Us DifferentBuilt on Principles That Put You First