Are you following everything happening with tariffs? We are, too. And we’re here to help you make sense of the potential impact they could have. Check out our answers to 10 questions on tariffs, the economy, markets, and our outlook:?https://lnkd.in/gqfHHzxa #tariffs #economy #market #wealthmanagement Jacqueline “JaQ” Alexander (Campbell) Ashley H. Schedule a consultation with a wealth advisor at Alexander Legacy Private Wealth Management: https://lnkd.in/eZpZZwDK
Alexander Legacy Private Wealth Management
投资管理
Detroit,Michigan 1,074 位关注者
Amplifying our client's legacy through philanthropy, impact and purpose is our focus.
关于我们
Alexander Legacy Private Wealth Management is a black owned and women led full service investment firm that will help you and your family reach your financial goals, invigorate your philanthropic ambitions, and amplify your family’s legacy. OUR VISION To be a culturally diverse wealth management firm with a focus on amplifying our client’s legacy through philanthropy, impact, and purpose. OUR MISSION We want to help 100,000 families build, protect and transfer multi-generational wealth through legacy, philanthropy and impact. OUR SERVICES *Asset Management *Financial Planning *Risk Management *Estate Planning *Life Insurance *Investment Education Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. To visit website of FINRA and SIPC, please copy and paste https://www.finra.org/ and/or https://www.sipc.org/ into the web address box of your internet browser.
- 网站
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https://www.alprivatewealth.com
Alexander Legacy Private Wealth Management的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Detroit,Michigan
- 类型
- 私人持股
- 创立
- 2021
地点
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主要
400 Renaissance Center
Suite 2600
US,Michigan,Detroit,48243
Alexander Legacy Private Wealth Management员工
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Donald V. Lovell, Jr.
Serial Entrepreneur | Technology Guru | Multimedia Creator | Status Quo Disruptor
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Veronique Causey SHRM-CP
VP, Chief of Staff | Launching Wealth Advisors into Independence | Assisting Retiring Wealth Advisors with Succession Planning | Serving the Emerging…
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Hope Lovell
Trustee, Social Entrepreneur, Community Developer
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thane alexander Alexander
Commodity Broker at Alexander Legacy Private Wealth Management
动态
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? There is uncertainty among many government employees due to recent reductions in staff for several departments. We invite you to register for our free webinar designed for government employees facing career transitions. Jacqueline “JaQ” Alexander (Campbell), Founder/CEO & Senior Wealth Advisor of Alexander Legacy Private Wealth Management and @Christy Rutherford ? Promotion and Retention Expert, Founder/CEO of Vision Finder International, will have an insightful conversation as they share traditional and unique strategies to help you stay grounded and determine your next steps. ?? Date:?March 14, 2025 ?? Time:?12pm - 1pm EST ?? Register today and take the first step towards a new chapter: https://lnkd.in/eBhige_2 ?? Share the webinar registration link with family and friends! #GovEmployees #government #federal #CareerTransition #Webinar #Support #CareerGrowth #NewOpportunities #Wealthmanagement #Estateplanning #Investmenteducation #Legacy #Alpwm
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? Life can throw a curveball when you least expect it. Are you prepared? An unexpected layoff/termination could put you at a crossroads, which can lead to several options: ?? You can explore new employment opportunities ?? Direct 100% of your time to your business ?? Retire No matter the path you take, it will require preparation. ?? Take our retirement readiness quiz: https://lnkd.in/ejahiA2d #retirement #government #layoffs #freedom #purpose #legacy #wealthmanagement #financialplanning #riskmanagement #investmenteducation #alpwm Jacqueline “JaQ” Alexander (Campbell) Ashley H. ?? Schedule a consultation with a wealth advisor at Alexander Legacy Private Wealth Management: https://lnkd.in/eZpZZwDK ?? Register for our upcoming webinar - Next Steps: Rebuilding Your Career & Livelihood After Government Service: https://lnkd.in/eBhige_2
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??? Join our free webinar designed specifically for government employees facing career transitions due to recent layoffs and terminations. Jacqueline “JaQ” Alexander (Campbell), Founder/CEO & Senior Wealth Advisor of Alexander Legacy Private Wealth Management and Christy Rutherford ? Promotion and Retention Expert, Founder/CEO of Vision Finder International, will have an insightful conversation as they share strategies that will help you move forward in confidence. ?? Date:?March 14, 2025 ?? Time:?12pm - 1pm EST ?? Register today and take the first step towards a new chapter: https://lnkd.in/eBhige_2 ?? Share the webinar registration link with family and friends! #GovEmployees #CareerTransition #Webinar #Support #CareerGrowth #NewOpportunities #Wealthmanagement #Estateplanning #Investmenteducation #Legacy #Alpwm
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?? Last week, the S&P 500 experienced the worst week for the index since early September 2024. That and the continuing tariff talk are causing investor concern. But job growth looks good. What does all of this mean? We break everything down in this week’s Market Commentary: https://lnkd.in/g8NBacDx #marketcommentary #economy #wealthmanagement #riskmanagement #financialplanning #estateplanning #investmenteducation #legacy #impact #alpwm Jacqueline “JaQ” Alexander (Campbell) Ashley H. Schedule a consultation with a wealth advisor at Alexander Legacy Private Wealth Management: https://lnkd.in/eZpZZwDK
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Happy International Women's Day! #women #equality #wealthmanagement #financialplanning #riskmanagement #investmenteducation
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?? Government Employees ?? ?? If you've been impacted by recent layoffs/terminations, you're not alone. Join our free webinar designed specifically for government employees facing career transitions. Gain valuable insights, strategies, and resources to help you move forward with confidence. Jacqueline “JaQ” Alexander (Campbell), Founder/CEO & Senior Wealth Advisor of Alexander Legacy Private Wealth Management and Christy Rutherford ? Promotion and Retention Expert, Founder/CEO of Vision Finder International, will have an insightful conversation as they discuss how you can rebuild your career and livelihood after government service. ?? Date:?March 14, 2025 ?? Time:?12pm - 1pm EST ?? Register today and take the first step towards a new chapter: https://lnkd.in/eBhige_2 #GovEmployees #CareerTransition #Webinar #Support #CareerGrowth #NewOpportunities #Wealthmanagement #Financialplanning #Estateplanning #Investmenteducation #Legacy #Alpwm
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The last half of February was rough, but even the best years have scary headlines and volatility. The good news is that we’re heading into March and April—two of the better months of the year for the market. Get our take on what’s ahead in our Weekly Market Commentary: https://lnkd.in/g7Xv7VvE #marketcommentary #economy #wealthmanagement #financialplanning #riskmanagement #estateplanning #investmenteducation #legacy #impact #philanthropy #alpwm Jacqueline “JaQ” Alexander (Campbell) Ashley H. Schedule a consultation with a wealth advisor at Alexander Legacy Private Wealth Management: https://lnkd.in/eZpZZwDK
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Navigating the complexities of personal finance can be challenging. While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. Click here to see the benefits: https://lnkd.in/gDSY6hwD #wealthadvisor #financialadvisor #wealthmanagement #financialplanning #riskplanning #estateplanning #investmenteducation #familyoffice #legacy #impact #alpwm Jacqueline “JaQ” Alexander (Campbell) Ashley H. Veronique Causey SHRM-CP Schedule a consultation with a wealth advisor at Alexander Legacy Private Wealth Management: https://lnkd.in/eZpZZwDK
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Government employees have been on an emotional rollercoaster for the past few days. We are here to help you assess your financial situation. Schedule a consultation with a wealth advisor at Alexander Legacy Private Wealth Management: https://lnkd.in/eZpZZwDK #government #buyouts #layoffs #resignations #employment #financialplanning #alpwm Jacqueline “JaQ” Alexander (Campbell) Ashley H. Veronique Causey SHRM-CP
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