About Us

Advanced Planning Team

When your situation gets complex, your advisor doesn’t guess — he brings in specialists.

Boutique firm, deep bench. Through LPL Financial’s advanced planning resources, Allegia taps case specialists in estate, tax, business, and charitable strategy whenever your plan calls for them.

When the advanced planning team gets involved

Estate and trust strategies that need more than a beneficiary review.

Business owners planning a sale, succession, or complex compensation.

Equity compensation — options, RSUs, and concentrated stock positions.

Charitable structures like donor-advised funds and charitable trusts.

Multi-generational wealth transfer with moving tax parts.

How it works

You never get handed off. Your advisor stays your single point of contact, frames the question, brings specialist analysis back into your Family Financial Plan, and coordinates with your attorney and CPA so every professional in your life is pulling in the same direction.

Allegia Wealth Management and LPL Financial do not provide legal or tax advice. Specialist input is coordinated with your own legal and tax professionals.

For advisors

Do what is right. Dig deeper. Build real relationships.

— Darren Colananni, Founder

Credentials

Our founder holds the following professional designations:

CFP®

ChFC®

CIMA®

CPWA®

Check the background of your financial professional on FINRA’s BrokerCheck ↗.