Alix Alexis, CFP®, QPFC

Regardless of where you want to go or what your goal is, it's always important to have a robust roadmap in place. After we get to know you, understand your current financial position, and determine exactly what you want to achieve, we will work together to construct a financial plan that resonates with you. Take a look below to learn more about our planning background and our planning process.

Certified Financial Planner^® (CFP^®)
CFP^® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.

Alix holds this designation.

Qualified Plan Financial Consultant (QPFC)
QPFC professionals focus on and have experience working with retirement plans, including 401(k)s, 403(b)s and other defined contribution plans.

Alix holds this designation.

Our Process: Discovery
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

Our Process: Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Our Process: Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Our Process: Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Our Process: Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Our Process: Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

It's a widely held misperception that professional athletes and entertainers enjoy access to endless streams of cash. Though some superstars strike it rich, it's important to be prepared for unpredictable outcomes. Our team helps young athletes grow and protect their wealth for long-term planning.

Above all, we strive to get to know you and protect not just you but those who are important to you.

You're Unique, We Know Why
From your variable income streams to your taxes, from your obligations to your aspirations, "typical" is not part of your vocabulary. You need distinctive financial strategies that match your lifestyle and career trajectory.

Concentrated Experience in Capable Hands
As a Global Sports & Entertainment Director, our broader GSE organization was developed to respond to the specific needs of sports and entertainment professionals at every stage of their careers. We understand your unique financial opportunities and challenges.

Tailored Advice to Meet Your Objectives
You can leverage us and the vast resources of Morgan Stanley to address any objective, from building and preserving wealth, to starting a philanthropic foundation, to expanding your brand. Whatever aspirations you may have for yourself and your family, we present strategies, products, and services customized to help you reach your goals, your way.

The Power of a Team
We will routinely work in partnership with other trusted advisors to guide financial decision-making. We support and respect your personal confidants, combining our strengths to help you succeed.

For many business owners, the eventual sale of their business is an integral part of their financial planning. Though it may seem obvious that leaving enough time to plan and having an adequate plan in place are two key factors in determining transition success, only 27% of family business owners say they have a robust business succession plan. As with the rest of your finances, it is important to construct a roadmap for your business and ensure that it is aligned with your personal aspirations.

Source: https://www.businesswire.com/news/home/20230321005177/en/New-Survey-Explores-State-of-U.S.-Family-Owned-Businesses

Determining Your Goal
Where do you want to be in three, five, or ten years? Do you want to remain involved, and if so, at what capacity?
Transitioning depends a lot on your situation. During our discovery conversation, we will be able to articulate your objectives.

Assembling Your Team
You may want to engage outside help as you navigate, including legal counsel, an accountant, an investment banker, and, of course, your financial advisor team. We're here to understand your business succession in the context of your holistic picture.

Gauging Value
Reaching a conclusion on how much your business is worth can be very difficult. In coordination with your assembled team, we can begin to explore this process together.

Maintaining Other Plans
Though developing a course to follow is important for your business, it's also important to keep an eye on the rest of your plans. We will be able to discuss your retirement goals and whatever you would like to accomplish once you've completed your transition.