PARTNER ADVISOR

Alan Bonde

Alan is a 35 year industry veteran with detailed understanding of assets and planning. He delivers the optimal combination of advice and solutions across a wide range of wealth management topics tailored to meet a family’s specific needs and generational objectives. Alan has considerable experience providing complex estate planning solutions for high net worth and ultra high net worth families. He is an expert advisor with an extensive national network and a highly-developed set of professional contacts.

Recent Insights

All Financial Markets Wealth Planning Retirement Planning Life Insurance Taxes Press Release Monthly Market Commentary Productivity Culture Worth Sharing Uncategorized Marketing Advisors News Investing Other Fiduciary Advisors Investor Behavior Estate Planning Charitable Giving

Tax-smart retirement planning for business owners: Maximizing value during and after your business sale

Wealth Planning

When to rebalance: Portfolio strategies for long-term wealth planning

Monthly Market Commentary

Monthly Market Update – January 2026

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