sns wEALTH
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Email: info@snswealth.co
Text or Call: 703-596-8911
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Welcome in !
Welcome to SNS Wealth !Hello, I am Trevor A. Alexander, MBA, PMPFounder & Wealth Planner.I understand the financial goals of high-earning millennial professionals working in fields such as technology, business, healthcare, consulting, engineering, and government.You're doing well, but are you making your wealth work as hard as you do?My mission is to help you develop a system and plan to reach your goals while protecting your wealth from potential risks.I am not here to manage your finances or budget – I am here to guide you through investments, debt management, insurance, real estate, and ongoing financial planning.Let's start a conversation about how I can tailor my expertise to your personal situation.
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Schedule a no-obligation financial assessment so we can gain clarity on your goals and review the different ways to reach them.
Returning clients
Are you currently working with our team on an active plan? Schedule time with SNS Wealth below.
The Wealth Compass
The Wealth Compass, is our Signature Wealth Planning Program designed to provide you with personalized education, guidance, and support on your journey toward financial success.Topics include debt management, cash flow, investments, retirement, life transitions, and more.
DESIGNED FOR
High-Income Professionals
Early-Mid Career Professionals
Household Income of $70k-$500K
Job Industries: Technology, Business, Government, Healthcare, Consulting, and Media.
Equity in strong companies
STOCK MARKET INVESTMENETS
Roth and Traditional IRAs. 401ks. 403bs. TSP. Brokerage Accounts. UTMA. Rollovers. Loans. Withdrawals.
home ownership
real estate
We Can Help YouBuy a Home. Sell a Home. Invest in Property. Obtain a Mortgage Loan. Update Deed & Title.
Protection and risk mitigation
life insurance protection
Obtain the appropriate insurance to protect your assets.We offer Term, Permanent, Disability Insurance, IUL, Whole Life, and Annuties to match your goals.
All Platforms
The SNS
WEALTH SHOW
A leading financial literacy show that aims to empower business owners, employees, and entrepreneurs to achieve business and financial success.
free resources & guides
Use our spreadsheets, calculators, videos, links, books, and more for the growth of your mind.
Join Us
Events & webinars
We offer events and webinars so you can learn. Coming Soon.
Thank you
We are forever grateful for your ongoing support in trusting us with your education and wealth.