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Novato, CA 94949


Click the picture to discover the Alpha Advantage! How do you manage your financial goals? Women and Retirement



Understanding Your Vision for Retirement

Your retirement planning deserves the benefit of a caring team of professionals focused on helping you pursue your vision for the future. Alpha Wealth Management and Planning is an independent financial services firm dedicated to providing guidance on all aspects of wealth management and retirement plan strategies. While we proudly serve a variety of individuals and families, our firm recognizes the unique needs of those in retirement transition and seeking income as well as wealth preservation strategies to sustain their lifestyle objectives.

"People are always more important than numbers. Happy people make happy numbers... which make even more people happy."

Helpful Content

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.


When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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