Alternativ Wealth is an investment advisory firm based in Irvine, CA, specializing in personalized financial planning and wealth management services. The company serves a diverse clientele, including founders, executives, business owners, and professionals, helping them achieve financial freedom through tailored financial plans. Alternativ Wealth's approach involves a comprehensive review of clients' financial situations, identifying strategies to meet their goals, and implementing investment strategies that are continuously monitored to stay on track. The firm also emphasizes tax planning to optimize tax efficiency, ensuring that clients can maximize their wealth. Operating in the financial advisory market, Alternativ Wealth generates revenue through advisory fees charged for their personalized services. The business model focuses on long-term client relationships, offering ongoing support and adjustments to financial plans as needed.

Keywords: financial planning, investment strategies, wealth management, tax efficiency, founders, executives, business owners, professionals, personalized plans, advisory fees.