Alignpoint Wealth
16yrs
More experience than 60% of advisors in Lakewood
Alignpoint Wealth
Lakewood, CO. Legal name: Green Mountain Planning
About the firm
A registered investment advisory firm based in Lakewood, Colorado. It manages about $17.9 million for roughly 22 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$811,676
Assets under management ?$17.9 million
Individual clients22
Median years of experience16
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Alignpoint Wealth
1Advisors
16Median years of experience
1States with offices
–Offices
Also known as
Green Mountain Planning
About Alignpoint Wealth
How do I contact Alignpoint Wealth?
Call the main office at 7207092202. The main office is at 355 S Teller St Suite 200, Lakewood, CO 80226.
How is Alignpoint Wealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Alignpoint Wealth offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Alignpoint Wealth?
We list 1 advisor currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.