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Alphera Wealth Advisors

EST. AUM
$100,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website alpherawealthadvisors.com
Client types

Overview

Alphera Wealth Advisors is a New York-based independent wealth management firm founded by Christina McCaughey. Operating as a partner team under Prospera Financial Services, the firm provides a "wide-angle" approach to financial planning for high-net-worth individuals and small businesses. Their services integrate investment management with advanced retirement income planning, tax strategy, and estate preservation. Alphera emphasizes a coaching-led relationship, utilizing the Black Diamond platform to provide transparency and clarity to clients navigating complex financial milestones.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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