Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Charitable Giving
  • Military Financial Advisor
  • Divorce Financial Planning

Awards & recognition

  • Align Wealth Management, Ameriprise Client Experience Award, 2020, 2021
  • Drew Watson, Barron’s Top 1,200 Financial Advisors, 2021 - 2024
  • Drew Watson, Forbes Best-in-State Wealth Advisors, 2018-2024
  • Drew Watson, Ameriprise Circle of Success, 1998-1999, 2001, 2003, 2005, 2007, 2009-2011, 2013, 2015-2017, 2019-2023
  • Drew Watson, Ameriprise Chairman's Advisory Council, 2004-2010, 2012, 2013, 2015, 2018-2024

Community participation

Align Wealth Management - Community participation photo

Our logo

Our logo features four arrows stacked and pointing upwards, each symbolizing a key aspect of our service and your financial journey: security, growth, legacy, and innovation.

The upward direction of the arrows not only represents continual growth but a steadfast ascent toward achieving your financial objectives. It encapsulates our commitment to lifting your goals to new heights. The arrows also resemble a mountain peak, illustrating the challenges we navigate together and the peak financial health we strive to attain.

Moreover, the four arrows echo the comprehensive layers of service we provide: customized planning, strategic execution, ongoing adaptation, and forward-thinking solutions.