FINANCIAL ADVISOR FOR WOMEN
Align your wealth with the life you want.
Do I have enough? Am I making the right financial decisions? Is there something important I’m overlooking?
You shouldn’t have to figure it all out on your own. We bring your investments, taxes, retirement, and estate planning together into one coordinated strategy, explain it in plain terms, and stay with you as life changes.
THE TRUTH IS
You’ve done a lot right. Now the pieces need to work together.
You’ve worked hard, saved, and built a financial life with more moving parts than you used to have. Maybe it’s a 401(k) from a past job, a brokerage account, company stock, a pension decision, or an estate plan that hasn’t been updated.
The challenge isn’t managing each piece. It’s knowing how one decision affects everything else. A retirement date changes your tax picture. Selling company stock can push you into a higher tax bracket. And opportunities to save on taxes can disappear if no one is looking ahead.
That’s where Align360™ Wealth Management comes in. We bring your investments, taxes, retirement, and estate planning together, so you know how each decision affects the others and can make the most of what you’ve built.
Women who carry the financial decisions
Some women have always managed their finances independently. Others have taken on that responsibility after a major life change. Either way, they want to know they’re making the right decisions for their future.
We work with independent single women, executives and business owners, and women approaching retirement. We help bring investments, taxes, retirement, and estate planning together so they can make informed decisions with confidence.
We are based in Hoboken, NJ, but we work with clients across the country virtually. If you are nearby, here is how we work with clients in New Jersey.
Advice that looks past your portfolio.
Fee-only fiduciary
We are fee-only fiduciary advisors, paid only by our clients. We receive no commissions or compensation from product sales. Our recommendations are guided by your best interests, not commissions.
Tax-focused planning
We look ahead for tax-saving opportunities, from Roth conversions and retirement withdrawals to when you sell company stock. Each year, we review potential year-end moves and coordinate with your CPA to put strategies into practice.
Equity compensation expertise
RSUs, stock options, and ESPPs are each taxed differently. We help you decide what to sell, hold, or exercise, and when, as part of your whole plan.
Highly rated
Hazel Secco received the Wealthtender Voice of the Client Highly Rated Advisor Award in 2025 and 2026, based on reviews from the clients we serve.
Wealthtender awarded Hazel Secco, CFP®, CDFA® with its 2026 Voice of the Client Highly Rated Advisor Award on 07-09-26. Rating criteria based on eligible client reviews published on Wealthtender between 01-01-26 and 06-30-26. Although Align Financial Solutions LLC compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. View additional award details and FAQs at wt.reviews/awards.
MEET HAZEL SECCO, CFP®, CDFA®
The advisor who sits on your side of the table.
Growing up, I watched my mom and grandmother work hard and make careful financial decisions. Even when they did everything right, money was a source of stress for them, not peace.
I founded Align Financial Solutions so women get clear advice and one plan that ties every decision together. We are paid only by you, and every recommendation is made as a fiduciary.
Three steps, from first call to a plan that runs year-round.
Before you commit to anything, you will have met with us twice, seen what we heard and what we would work on first, and have your fee in writing. See the full process and what it costs.
The Align Call
A free 15-minute conversation. You tell us what prompted you to look for guidance, and we tell you whether Align is the right advice team for you and what the next step would be.
Discovery, then your plan
In the Discovery Meeting we work through your full financial picture and what matters most to you. At the Outcomes Discussion we show you what we heard and what we would work on first. When you onboard, we build your initial plan, the Wealth Blueprint™.
The annual rhythm
Two strategy meetings a year: a fall meeting focused on year-end tax planning, and a spring meeting covering everything that has changed in your plan and your life. Life events in between get handled when they happen.
What clients say about working with Align.
Questions women ask before they book.
Who does Align Financial Solutions work with?
We work with women who make the financial decisions in their households, from high earners building wealth to women preparing for retirement or managing their finances independently.
Many of our clients have financial lives with moving parts, including company stock, multiple accounts, business ownership, an inheritance, or important retirement decisions. They want a trusted advisor who can bring it all together.
Are you a fiduciary, and how are you paid?
We are fee-only advisors, paid only by our clients. We receive no commissions, we do not sell products, and we are a fiduciary 100% of the time.
Do you only work with clients in New Jersey?
No. We are based in Hoboken, NJ, but we work with clients across the country virtually.
What is included in wealth management at Align?
Our wealth management service brings your investments, retirement planning, equity compensation, tax planning, insurance, and estate planning together into one coordinated financial plan.
We provide ongoing investment management, proactive planning throughout the year, two strategy meetings annually, and coordination with your CPA and other professionals as needed.
What happens on the Align Call?
A free 15-minute conversation about what brought you here and how we work, so you can decide whether to book a Discovery Meeting, where we go deeper into your priorities and goals.
Know where you stand before the next decision.
Schedule a free 15-minute Align Call to talk through your situation, learn how we work, and find out whether Align is the right advice team for you.