Alex Flagg

How do I help our clients Live a Richer Life®?
After 25 years in high tech, I decided to pursue what I’m truly passionate about: helping people navigate their financial lives. For my clients, I draw on my own wealth-building experience, such as raising a family, managing real estate, investing for the future, and preparing for retirement to connect with the stages they are going through today. Because I’ve lived many of these milestones myself, I can anticipate the questions and challenges that often come next and help clients plan proactively for future steps in their journey. My goal is to combine that personal perspective with professional expertise to provide advice that feels both practical and deeply relevant to their lives.

How do I align my time and money with my values and passions to Live a Richer Life®?
For me, living a richer life has meant investing deeply in my family, helping my kids get into college, supporting them as they grow into independent thinkers, and making sure they have the foundation to pursue their own dreams. Now, as an empty nester, I’ve turned some of that focus back to myself by pursuing my pilot’s license, something I’ve always dreamed of.