Headquartered near Del Mar, California, Wealth Alliance provides fee and commission based wealth management and planning services tailored to your needs. We operate dually as our own Registered Investment Advisor (RIA) and through Independent Financial Group’s Broker Dealer.
We value the flexibility of dual registration, as the independence it affords us and our clients increases flexibility, supports transparency and prudence in ensuring that we base our investment decisions on meeting our clients financial goals.
Once you are accepted as a member of our client family we take pride in the opportunity to provide you with an unparalleled service experience and a lifetime relationship with a financial team that is truly your ally in wealth.