Alex Wight AIF®
The relationship I have with my clients is life long and continues to evolve just as all our lives do. As a Salisbury University Business School Graduate, my plan was to move back home after school and work along side my father; a seasoned CFP with over 30 years of financial planning experience. I just happened to meet my amazing wife at Salisbury University. Recently expanding our family with an amazing little boy, I still work with my father and brother under the same broker dealer but never left the Eastern Shore. As an Accredited Investment Fiduciary running a branch office of Heights Financial Group we have access to a wide amount of resources and experience to find solutions for your specific needs. We have advisors of all ages that both personally and professionally have experienced the major financial curveballs that life throws at you.
Address:
1203 Pemberton Drive Salisbury MD 21801
Phone:
410-546-8445
Email:
Alex@Heightsfg.com
Our Process
Like many things in life, no two plans are the same. Each set of circumstances and goals determines the tools used to craft a strategy. Our deep financial knowledge and experiences our advisors have inform our every decision. We have only one goal in mind: your ideal future. With decades of experience, we are excited to help you prepare for every eventuality, no matter what.
Our Philosophy
We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, were ready to help you prepare for the future. Come rain or shine together, we’ll encourage your investments to grow for years to come.