{"id":938,"date":"2025-03-10T20:25:17","date_gmt":"2025-03-10T20:25:17","guid":{"rendered":"https:\/\/pwsdevops.com\/wealth-management\/?page_id=938"},"modified":"2025-03-19T21:21:31","modified_gmt":"2025-03-19T21:21:31","slug":"about","status":"publish","type":"page","link":"https:\/\/pwsdevops.com\/wealth-management\/about\/","title":{"rendered":"About"},"content":{"rendered":"\t\t
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ABOUT<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Tailored Planning to Navigate Life's Transitions<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our Story<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Founded in 2020 by Lamont Brown, CFP\u00ae, AIF\u00ae, MBA, ALNA Wealth Management was established to provide families and business owners with trustworthy guidance and to assist them in making informed financial decisions. The name \"ALNA\" is an acronym derived from the first names of Lamont's family members, symbolizing our dedication to the financial well being of the families we serve.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Our Mission<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We specialize in assisting clients through significant life transitions\u2014be it career changes, family planning, or retirement. Recognizing the unique challenges and opportunities these transitions present, we are committed to offering the guidance necessary for informed financial decisions that benefit you and your loved ones. <\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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For business owners, managing both business and personal wealth presents additional complexities. Whether you're planning an exit strategy, optimizing taxes,<\/span> or preparing for retirement,<\/span> our structured approach seek to ensures your financial future is secure.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Our Approach<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Fiduciary Responsibility:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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As a CERTIFIED FINANCIAL PLANNER\u2122 professional and Accredited Investment Fiduciary AIF\u00ae), Lamont Brown upholds a fiduciary duty, so your interests are always prioritized.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Comprehensive Planning:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We develop holistic strategies that encompass all facets of your financial life, from retirement and tax planning to estate considerations, creating a flexible plan that adapts as your circumstances evolve.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Collaborative Partnership:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We believe in fostering open communication and actively involving you in the planning process, building trust helping to ensure every decision reflects your aspirations and values.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Meet Lamont Brown<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Lamont's journey from West Texas to founding ALNA Wealth Management is marked by a series of dedicated services and continuous learning:<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\tServing over 15 years in the United States Marine Corps, Lamont was stationed in Japan, Korea, Bangladesh, Thailand, and Iraq during Operation Iraqi Freedom.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tEducational Background:\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tLamont holds an MBA in Finance from Saint Joseph\u02bcs University, an MS in Systems Engineering from George Washington University, and a BS in Management and Information Systems from the University of Arizona.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tProfessional Experience:\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tTransitioning from the military, Lamont worked in Telecommunications and Information Technology, contributing to significant projects like the Inflatable Satellite Communications Antenna for the Marine Corps. His passion for personal finance led him to roles in traditional brokerage firms and TIAA, where he honed his expertise in retirement planning.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\tA proud husband and father of two adult sons, Lamont is committed to health and fitness, having completed six marathons and numerous half marathons. He recently achieved a milestone of running for 453 consecutive days.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Lamont Brown CFP\u00ae, AIF\u00ae, MBA<\/h3>

Owner\/Wealth Manager | 540-642-1204<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Why Choose ALNA Wealth Management?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our firm is built on the principles of\u00a0service, integrity, and personalized attention. We are here to guide you through life's financial complexities, helping to ensure that your wealth serves as a foundation for achieving your goals and securing your legacy.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Financial clarity starts with a plan.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Let\u02bcs build yours today<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t Schedule Intro Call \"icon\" <\/span> Schedule Intro Call \"icon\" <\/span><\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Investment advisory services are offered through ALNA Wealth, a registered investment advisor. All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. ALNA Wealth does not provide tax or legal advice; please consult a qualified professional for specific guidance.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

ABOUT Tailored Planning to Navigate Life’s Transitions Our Story Founded in 2020 by Lamont Brown, CFP\u00ae, AIF\u00ae, MBA, ALNA Wealth Management was established to provide families and business owners with trustworthy guidance and to assist them in making informed financial decisions. The name “ALNA” is an acronym derived from the first names of Lamont’s family […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-938","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nAbout - Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pwsdevops.com\/wealth-management\/about\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"About - Wealth Management\" \/>\n<meta property=\"og:description\" content=\"ABOUT Tailored Planning to Navigate Life’s Transitions Our Story Founded in 2020 by Lamont Brown, CFP\u00ae, AIF\u00ae, MBA, ALNA Wealth Management was established to provide families and business owners with trustworthy guidance and to assist them in making informed financial decisions. 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