Investment advisory services offered through Raymand James Financial Services Advisors, Inc. Alliance Wealth Management is an independent firm with a multidimensional approach to wealth management; we’re dedicated to helping our clients prepare for both halves of the financial whole – first, taking the appropriate steps to accumulate wealth, and then developing a sound strategy for the most comple
x part of the financial planning process: distribution. Founded in 2006, Alliance Wealth Management is led by Craig Pluta CFP®, CERTIFIED FINANCIAL PLANNER™ professional, CRPC® and Chris Doughty CFP®, CERTIFIED FINANCIAL PLANNER™ professional, CRPC®, both of whom began their careers in the financial services industry in 1995. Over the years, they have developed several programs to assist and educate clients on maximizing retirement income, and they’ve worked with major corporations and institutions to address the complicated financial needs of executives and key employees. Our team of financial professionals offers specialized education and extensive experience to a broad range of clients, from business owners and corporate executives to families. And we combine the fundamental elements of two Nobel Prize-winning investment models – Modern Portfolio Theory and Behavioral Finance – to help them balance risk and reward and effectively manage the emotional aspects of investing. Alliance Wealth Management currently operates in two locations, Milwaukee, WI and Appleton, WI. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Alliance Wealth Management, Inc., is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm
