WEALTH MANAGEMENT FOR HIGH-NET-WORTH WOMEN IN HOBOKEN, NJ
Hoboken’s first woman-founded, fee-only wealth management firm.
Align Financial Solutions is Hoboken’s first woman-founded, fee-only fiduciary wealth management firm, based at 50 Harrison Street and serving high-net-worth women and families in Hoboken, Jersey City, and Hudson County.
You built serious wealth on this side of the Hudson. Now keep more of it, with one team looking at all of it.
Proud to partner with women in successful companies like yours
Keep more of what you earn with smarter tax strategies.
Between New Jersey income taxes, New York commuter taxes, and equity compensation, high earners in Hudson County face one of the most complicated tax pictures in the country. It’s frustrating, until you have a proactive plan.
We build year-round tax strategies so you keep more of what you earn, on both sides of the river.
Build financial security that withstands life's uncertainties.
A seven-figure portfolio across accounts that are each taxed differently, equity that vests on someone else’s schedule, and a retirement date that keeps moving closer. Nobody is looking at all of it at once. From Hoboken business owners to Manhattan executives, we turn scattered wealth into one coordinated plan.
If you’re a high-net-worth woman in Hudson County with
Real moving parts
Equity compensation vesting each year, a significant portfolio across multiple account types, a business or a coming sale, or a retirement transition with too much at stake to improvise.
A two-state tax problem
New Jersey tax, New York tax on the days you work across the river, and federal tax on top. You want it planned across both states, not discovered in April.
A desire for one accountable team
You want a partner who sees investments, equity, tax, and estate together and runs the plan with you year-round, not a one-time answer.
...then we should talk.
Independent. Fiduciary. A partner who gets the weight you carry.
I’ve spent over a decade in financial planning, and I know the weight that comes with being the one everyone counts on.
My clients are senior executives, partners, and business owners who have built real wealth in Hoboken, Jersey City, and across the river, and have never had one person looking at the whole of it.
I started Align to be that person: someone who understands equity compensation, two-state tax, and the decisions that get harder to undo the closer you get to retirement, and who brings them into one coordinated plan.
You deserve a partner who sees the full picture and helps you walk a path that’s uniquely yours.
TESTIMONIAL
Disclosure
The testimonial(s) presented were provided by actual clients of Align Financial Solutions, LLC. No compensation was provided for these testimonials. Testimonials were selected from among all client feedback received. Client experiences may vary, and there is no guarantee of future performance or success. To our knowledge, no conflicts of interest exist regarding these testimonials.
Getting started is simple.
BOOK YOUR 15-MINUTE ALIGN CALL
A 15-minute conversation to see whether we fit. We specialize in what we do, so we may not be right for everyone.
Whether we work together or not, you’ll walk away with clarity on your best next step.
BUILD YOUR WEALTH BLUEPRINT™
Together, we build your Wealth Blueprint™: your full financial picture organized into a written plan, implemented with you across the year.
FEEL IN CONTROL OF YOUR FINANCIAL FUTURE
Now you've got a go-to partner who's ready to answer your money questions and help you stay on track.
You know your next steps and have support along the way.
Working With a Financial Advisor in Hoboken: FAQ
Where is Align Financial Solutions located?
Our office is at 50 Harrison Street, Suite 433, Hoboken, NJ 07030, a short walk from Hoboken Terminal and the PATH. We often meet with clients virtually, so working together fits your calendar wherever you are.
Do you only work with clients in Hoboken?
What does “fee-only fiduciary” mean?
We are paid only by our clients, no commissions, no product sales, and we are legally obligated to put your interests first, always.
I live in New Jersey but work in New York. Can you help with that?
Yes, the NJ/NY cross-border tax situation is one of the most common puzzles we solve, especially for professionals with equity compensation.
BLOGS
Work because you want to, not because you have to
Easy-to-understand financial and life insights for high-net-worth women
One team for the whole picture.
Too many high-net-worth women in Hudson County carry complex wealth decisions with too little guidance and too much guesswork.
Without a strategy, it’s easy to miss a conversion window, sell stock in the wrong year, or get hit with a two-state tax bill nobody planned for.
You’ve built too much to leave it uncoordinated. With one plan and one accountable team, the next decade is about keeping it, growing it, and paying less tax along the way.
