The last ten years have seen Roy Alame establish himself as a top-notch financial services expert. Through his schooling and profession, he has been able to assist people in securing their financial futures and creating wealth for themselves and future generations. At his private wealth advisory company that he established in Raleigh, North Carolina, Roy is an executive adviser. When he's not coming up with new ways to build wealth and save for retirement, you can find him teaching others, especially young professionals who are just starting to think about their financial futures.
Roy Alame is the President and Executive Private Wealth Advisor for Gate Key Financial in Raleigh, North Carolina. Throughout his career, Roy has demonstrated a keen understanding of the dynamics inherent in investment markets. By applying analytical practices, he is able to help his clients accumulate, preserve, and protect financial assets for future generations.
A private wealth advisor is tasked with investment management and financial planning for high net-worth individuals and their families. Every individual is different, and each will have his or her unique goals and preferences. By gaining an understanding of these goals – including an individual’s risk tolerance – Mr. Alame is able to tailor his planning services to meet exacting needs.
Roy knows that accumulating wealth is only one part of the financial picture. To provide his clients with stable and secure financial futures, the many services he provides to his clients include:
• Tax services
• Portfolio management
• Estate and retirement planning
• Advisory and consulting services
• Life insurance resources
Roy Alame got his start in the financial industry as a portfolio manager for a major investment firm in the Chicago area. Here, he managed the portfolios of over 200 high net-worth individuals. Under his leadership, the management team produced annual rates of return well in excess of industry norms. Roy is adept at identifying emerging investment trends, then sharing his insights with his clients so they may capitalize on new investment opportunities. Roy also worked extensively in the corporate healthcare markets, assisting clinics and healthcare practices grow their businesses through planned acquisitions and capital investments. Roy continues to provide unparalleled financial services to clients in the Raleigh area as well as offering educational opportunities for the next generations of financial professionals.