The Power of Three

One Financial Alliance (1FA) is built on three interconnected pillars, each represented by specialized professionals and united by a shared commitment to safeguard your wealth and simplify your life. 

Black and white digital illustration of a smartphone with overlaying graphs, charts, and data visualizations.

Ashford Wealth Advisors

Ashford Wealth Advisors  a private wealth advisory practice of Ameriprise Financial Services, LLC, is the investment management pillar of 1FA and provides the disciplined strategy and ongoing guidance that anchor your financial plan. Our personalized recommendations align your investments and portfolio strategy with your unique objectives, risk tolerance and time horizon. Through regular, collaborative meetings, we review progress, adjust strategies as life evolves, and ensure that you stay on track.

A smartphone displaying a financial app with a dollar sign, a credit card, and a user profile icon, surrounded by a rising bar graph, coins, and stacked blocks symbolizing financial growth and investment.

Pancerella & Associates

Pancerella & Associates is the tax and accounting pillar of 1FA, delivering proactive tax strategy, compliance excellence, and business advisory expertise to help you keep more of what you earn. A trusted, full-service CPA firm with decades of experience serving individuals, families, and businesses, Pancerella & Associates ensures your financial strategy is optimized for efficiency, compliance, and lasting success.

Outline drawing of a house with a key, a bag of money, a stack of coins, a paper with a percentage sign, and a house key.

FT Legal Services

As the legal and estate-planning pillar of 1FA, FT Legal Services offers a full range of estate services — from gathering assets and paying debts to creating trusts and distributing inheritances. We also prepare essential legal documents, including wills, powers of attorney, healthcare powers of attorney, and living wills. Working closely with our investment and tax advisory partners, we provide the protection and planning that preserve wealth and secure family legacies.