
Co-Founder, Aligned | Miami·Naples·SF·NYC. Tech-forward RIA for UHNW founders, execs & multigen families. Forbes #1 FL Advisor 2018–2019. https://nitter.cf/t.co/naXqku0bjf
Miami Beach & New York City
Joined September 2014
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Big day: quoted in the same FT article as @DavidSacks @allinpod_clips. At Aligned, we spend a great deal of time helping wealthy clients think through changing tax domicile. @FT #alignedwealth
Pat Dwyer, Co Founder | Miami | Naples | SFO retweeted
What would it mean if Elon Musk’s companies came together under one umbrella?
Watch the full video, “What Happens If Elon Musk Merges Tesla & SpaceX?”, on our YouTube channel.
Pat Dwyer, Co Founder | Miami | Naples | SFO retweeted
Does a shrinking population mean weaker stock returns? See what the data says: youtu.pulse.ly/pvwsteahjd
Some countries with the steepest birth rate declines have had strong markets.
Past performance is no guarantee of future results.
#AlignedWealth #Demographics
Pat Dwyer, Co Founder | Miami | Naples | SFO retweeted
Some of these new Retatrutide numbers are crazy impressive from the TRIUMPH-1 study:
70% reduction in knee pain score (‼️)
60% reduction in sleep apnea episodes
8-12 mm Hg drop in systolic BP
34-41% drop in triglycerides
15-20% drop in LDL
58-64% drop in inflammation 🤯
88-96% return to normal blood sugar 👏🏼
Massive positive impact on quality of life
Retatrutide is a CHEAT CODE.
It’s like 5 peptides in 1.
…and there’s more ⬇️
Pat Dwyer, Co Founder | Miami | Naples | SFO retweeted
Which tier of tax-loss harvesting are you on?
Watch the full video, “Tax-loss Harvesting Explained,” on our YouTube channel.
#AlignedWealth
Why did Larry Raffone, former CEO of Edelman Financial Engines, come out of retirement to start Aligned? youtu.pulse.ly/c29qb1kura
As CEO, he led the firm while it reached more than $246 billion in assets under management (May 2023).
Pat Dwyer, Co Founder | Miami | Naples | SFO retweeted
How often do active funds actually beat the index over time? We follow the evidence, not the revenue.
Source: SPIVA U.S. Scorecard, S&P Dow Jones Indices, as of December 31, 2025.
Does a shrinking population mean weaker stock returns? See what the data says: youtu.pulse.ly/tg0ux77dco
Some countries with the steepest birth rate declines have had strong markets.
Past performance is no guarantee of future results.
#AlignedWealth #Demographics
Pat Dwyer, Co Founder | Miami | Naples | SFO retweeted
European stocks are rallying, but is the economy underneath keeping up? youtu.pulse.ly/ux3zrrssh4
#AlignedWealth #Europe
European stocks are rallying, but is the economy underneath keeping up? youtu.pulse.ly/wg1dmzrjnb
#AlignedWealth #Europe
Check us out 👀⬇️
alignedwealth.com/
We advise clients to own Bitcoin ETFs and avoid this risk in our videos on youtu.be/e_0lnfV_bAs?si=UUHC… @AlignedWealthHQ
bloomberg.com/news/articles/…
Pat Dwyer, Co Founder | Miami | Naples | SFO retweeted
A good run and a lasting trend are not the same thing.
We build our allocations around evidence, not rallies.
Pat Dwyer, Co Founder | Miami | Naples | SFO retweeted
What are the tradeoffs of diversifying a concentrated stock position?
Watch the full video, “Long/Short Extensions Explained: Tax Strategy for Concentrated Stock Positions,” on our YouTube channel.
Pat Dwyer, Co Founder | Miami | Naples | SFO retweeted
Real wealth planning takes time from both sides.
Watch the full video, "Some Big Mistakes in Financial Planning," with the link in our bio.
Pat Dwyer, Co Founder | Miami | Naples | SFO retweeted
The driverless car revolution is moving quickly, and the implications extend far beyond transportation.
In our latest video, Gregory Pool and Patrick Dwyer look at the rapid progress of autonomous vehicles, including Waymo's expansion, Tesla's latest developments and the growing role of Chinese automakers. Theyalso discusses the latest safety data and what the changing relationship between Waymo and Uber may signal about the industry.
Gregory and Patrick explain why they believe diversification matters as these technologies reshape industries in ways that are difficult to predict.
#AlignedWealth #Waymo #AutonomousVehicles #Robotaxi
Watch the full episode: youtu.be/BDn_PsFi8go?si=yIC4…
Pat Dwyer, Co Founder | Miami | Naples | SFO retweeted
Most clients who thrive aren't just the ones with the best returns. They're the ones who stayed connected.
Community, family, purpose: it's all part of the plan.
Watch the full video, "Some Big Mistakes in Financial Planning," with the link in our bio.














