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Make Sure You’re Prepared for the Unexpected

A carefully planned insurance strategy can help protect you and your family from the financial impact of unforeseen events. Schedule a meeting with a financial advisor who can help with your insurance strategy. 

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Get Personalized, Professional Financial Advice

Our financial advisors help clients prioritize their goals and build personalized financial plans to pursue them. We work with individuals like yourself to help ease the stress of wealth management in today’s economy. 

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Feeling Overwhelmed by Your Financial Situation?

We’re here to help you become successful, comfortable, and confident in your financial and investment strategies. Create a personalized investment strategy with one of our financial advisors today.

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OUR SERVICE

As a full-service establishment, Resonance can assist you in a variety of ways.

Financial planning

Comprehensive services from cash flow to investments, retirement planning to risk management.

Wealth management

Individualized investments and strategies that reflect your risk tolerance, time horizon and goals.

Education planning

Explore college savings options that make the most sense for your family.

Retirement planning

Insight, tools and guidance to help you accumulate the money you'll need to retire.

Retirement income planning

Tax and retirement-plan-withdrawal strategies for when you’re ready to retire.

Insurance and risk management

Protect your family from the financial consequences of life’s unexpected events.

How much investing risk are you comfortable with?

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Whether you’re just starting out in your career or planning your estate, at Resonance Wealth Management, we take your journey seriously and will be there every step of the way.

Independence & Flexibility

We value our independence as much as you value yours! As an independent financial advisor, Alex Westberry offers clients greater product diversity and investment options, and he’ll work closely with you to develop a flexible and personalized investment strategy that grows and changes just like you.

Comfort, Connection & Confidence

We believe successful financial plans demand that the advisor really gets to know his clients. Where are you now? Where are you going? Where do you want to be? We work hard to earn our clients’ trust by promoting a deep understanding of financial tools and products and providing exceptional customer service. Clients who understand their investments can work toward their goals with confidence.

<br/><br/>When it comes to Financial Planning, the team at Resonance Wealth Management will be there for all of your life&#8217;s milestones.<br/><br/>



When it comes to Financial Planning, the team at Resonance Wealth Management will be there for all of your life’s milestones.

Why Choose a Certified Financial Planner™ Professional?

Many people believe that all financial planners are "certified" financial professionals, but this is not true. Anyone can use the title "Financial Planner," but when you see a CFP® mark next to an advisor's name, that means they have met rigorous qualifications for financial planning.

As you begin to consider how best to manage your financial future, you should feel confident knowing that we have a CFP® professional trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.

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What Is a Retirement Management Advisor (RMA®)?

A retirement management advisor is a financial professional certified to create custom retirement plans for their clients. Alex has undertaken additional education and training in retirement planning and is ready to work with clients to develop personalized retirement income plans designed to mitigate risk.

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Resources

Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
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Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
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