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

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Monthly Market Commentary

Monthly Market Update – April 2026

How business owners should think about concentration before an exit

Investing

Trump accounts revisited

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