More than investments — creating alignment between your money, your family, your values, your health, and your future.
At Align Wealth Co, we believe the
best advice begins by listening.
Align personal values with money and purpose to fully enjoy the gifts of today and for many years to come.
Life changes. Markets change. Tax laws change. The goal is not to forecast the future — it is to be prepared for it.
We provide complete, fee-only guidance that covers every part of your financial life — from investments and taxes to estate and risk — so each decision works together toward what matters most to you.
Without clarity, even successful people wonder if they are making the right decisions. Our purpose is to help clients replace uncertainty with clarity and meaningful direction. When your financial life is aligned, decisions become clearer and more intentional.
Your story. Your goals. Your concerns. Your family. Your values. We work alongside your attorney, CPA, and insurance professionals. Life changes and your financial plan should too — we provide ongoing guidance so your plan evolves as your life evolves.
Waiting often becomes the most expensive financial decision. Without a well-coordinated plan, you may miss tax opportunities, investment efficiencies, estate planning gaps, or unnecessary risks — or simply delay the things you have been wanting to do to enjoy living now.
Life changes that cause us to pause and gain clarity around our financial wellbeing. We can’t control the markets, tax laws, or the economy — but we can control how prepared you are when they change.
From today’s opportunities to tomorrow’s possibilities
Helping families navigate growing responsibilities, education planning, cash flow, and building financial habits that prepare the next generation for success.
Striving to build wealth to living with confidence and purpose
Designing a retirement that supports financial well-being, meaningful purpose, tax-efficient income, and the freedom to enjoy life on your terms.
From building a successful business to creating a lasting legacy
Helping business owners seek to maximize value, prepare for succession, minimize taxes, and find lasting purpose as you transition.
From accumulated wealth to lasting family impact
Helping you transfer assets, values, and opportunities across generations while seeking to protect the people and causes that matter most.
From life’s transitions to renewed clarity
Supporting families through marriage, divorce, aging parents, caregiving, inheritances, and other major life changes with thoughtful planning and guidance.
From uncertainty to seeking to protect dignity, care, and financial security
Helping families prepare for long-term care, special needs planning, healthcare decisions, and supporting loved ones through every stage of life.
Clarity and simplicity despite the demands of balancing work, family, and the complexity of tax law changes and personal life events.
Coordinated planning around equity compensation, concentrated positions, and the demands of a demanding career and growing family.
From operations to succession — exit planning, tax efficiency, and legacy strategies that preserve what you have built.
Special needs planning, multigenerational care, and structures that create opportunity — not conflict — for the next generation.
Amy Batta
Founder & WEALTH Advisor
Amy has spent nearly 30 years helping individuals, families, and business owners navigate the financial decisions that matter most. Her focus isn't just on the numbers — it's on understanding what you care about and helping you use your time and resources with purpose and intention.
She is passionate about building long-term relationships and providing personalized guidance that goes beyond investments to focus on the bigger picture of life, family, goals, and legacy. Her passion to truly understand what matters most to the clients she serves led her to build a more holistic, relationship-centered approach to planning.
Known for her caring, down-to-earth style, Amy is committed to creating a welcoming planning experience built on personal connection, integrity, and meaningful guidance tailored to each stage of life.
Affiliations
An archive of perspective on planning, markets, and the life your wealth is meant to support.
Our journal of thoughtful perspectives on planning, preparedness, and living well is on its way.
Sign up to receive our quarterly journal — thoughtful perspectives on planning, preparedness, and living well.
