Patrick Dwyer — CEO

Partner & Managing Director Aligned Wealth | Fiduciary-Only | Forbes #1 Best-In-State Advisor, Florida | Flat Fee ≤0.50% Most wealth managers are compensated to recommend products. I'm not. At Aligned Wealth, Greg Pool and I advise high-net-worth and ultra-high-net-worth families on a fiduciary-only basis — flat fee, capped at 0.50% all-in. No commissions. No proprietary products. No revenue sharing. The structure reflects a single belief: the advice should be aligned with the client's interests, not the firm's. Our investment approach combines direct indexing for tax efficiency, active fixed income, and alternatives access through Evergreen structures and select draw funds. We've built the practice on AI-native reporting and planning tools — because that's where wealth management is going, and we'd rather be early. We work primarily with founders navigating liquidity events, executives managing concentrated positions, and families with complex multigenerational planning needs. Clients are based nationally; the practice is run from Miami. Prior to Aligned Wealth, I spent 26 years at Merrill Lynch advising sophisticated families. Recognition includes Forbes #1 Best-In-State Advisor (Florida, 2018–2019), Forbes Top 5 America's Top Advisors (2016–2018), Barron's Top Private Wealth Teams (#4, 2016–2017), Barron's Top 100 Financial Advisor (2007–2019), and Financial Times Top 400 Financial Advisers (2014–2019). alignedwealth.com

Stackforce AI infers this person is a fiduciary wealth management expert with a focus on high-net-worth clients.

Location: Miami, Florida, United States

Experience: 32 yrs 7 mos