Your Ally in a Complex Financial World

Our commitment to you


We are committed to helping individuals and businesses save, grow, and protect their money as well as the things that matter most to them.


We have developed a process that assists our clients in identifying their priorities, needs, wants, and wishes so we can match solutions in all personal and business life stages.

By utilizing cutting edge technology, coupled with good old-fashioned research, we are able to deliver the best solutions to our clients.

We do this locally and in a highly personalized way as no two clients are the same.

Our services


Click on each service to learn more.

Business Meeting
Image by Jason Briscoe
Image by Bill Oxford

Contact us


Have a particular challenge you’re dealing with? Contact us today and see how we can help.

Stay connected

Allegiant Wealth Management, LLC

61 North Plains Industrial Road, #314

Wallingford, Connecticut 06492

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Copyright © 2020 Allegiant Wealth Management, LLC

Allegiant Wealth Management is a DBA of PKS Advisory Services, LLC, an SEC registered investment adviser. Headquartered at 80 State Street, Albany, NY 12207.