We provide comprehensive financial planning to foster your peace of mind, build your wealth, and protect your legacy. Our team of financial advisors develop robust relationship with clients to provide value and excellence . We pride ourselves on our commitment to client success. Our expert team of specialists will work with you to determine the best plan of action for you, based on your current income and resources.
Your Local Financial Advisor, Alex Cossoff, is a licensed fiduciary. A fiduciary is a person who holds an ethical or legal relationship of trust with one or more other parties. By choosing to work with someone obligated to serve your best interest, you can develop a smarter system that delivers what’s promised. We improve the health of your business and personal interests
We are in the wealth strategy business and help our clients identify inefficiencies in their wealth building and distribution strategies. We take a unique approach to help people FIND MONEY they are currently losing unknowingly and unnecessarily. Our mission is to create efficiency by avoiding unnecessary losses.
A lot of time people don’t even realize how their wealth is being transferred away from them. We believe there is more opportunity to serve our clients by helping them avoid losses rather than simply picking winners. By identifying these inefficiencies, we empower our clients to build a more effective wealth strategy.
The top five areas of wealth transfer:
2) How to pay for your home
3) How to fund retirement accounts
4) How to pay for child education costs
5) How to pay for major capital purchases
Advocating for the well-being of business owners and their families, with a focus on tactical asset accumulation, pragmatic protection and robust cash flow solutions. Exhibits extensive knowledge of financial planning and markets. Has earned the right to use the Chartered Retirement Planning Counselor® designation. Alex has active Life and Health Insurance Licenses, and Carries his Series 65 Investment Advisor Representative License. Experience in the Home Lending, Business Banking, Insurance, Infinite Banking, Passive Real Estate Investing, and Financial Advisory space. Track record of integrity and transparency.
Alex’s goal is to help his clients navigate the ever changing financial landscape so they can focus on what matters most to them: their families, their businesses, and their dreams. He grew up in Denver, Colorado, and attended the University of Colorado at Boulder. After witnessing the events of the 2008 Financial Crisis, Alex switched from Engineering to a focus on Finance, to help those who need him most. He started his career with Northwestern Mutual, held several positions at JP Morgan Chase, then decided to form his own firm, that values clients over products. With the recent Pandemic, once again businesses and families are struggling, and it is his mission to guide his clients to clarity and financial freedom.
*Pillar Wealth Alliance and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Pillar Wealth Alliance offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Pillar Wealth Alliance and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar.