Financial Planning Approach

We Believe Goals + Planning – Uncertainty = Happiness 

We provide the menu, but the choice is yours.

At Alpha Wealth Management and Planning, our mission is to create financial confidence and preserve prosperity through a customized and complete planning process, while also offering unsurpassed levels of service and the highest degree of professional ethics and integrity.  

Investments, taxes, insurance and estate planning are all financial concerns that often benefit from having an integrated plan. We are pleased to consult and collaborate with attorneys, accountants and other professionals to make sure your needs and objectives are addressed. If you need a trusted referral, Alpha Wealth Management and Panning has developed relationships with trusted professionals in the fields of tax and estate planning, investment research, wealth transfer, risk management, divorce planning and philanthropy. We can coordinate all professional efforts to offer you a complete and personalized experience.

Given the breadth and depth of our service offerings, we invite you to contact us to schedule a no cost consultation to ask questions and learn more about the services that interest you.

What Does the Future Bring? Be Confident in Your Plan

As your circumstances shift in life through marriage, divorce, caring for family members, children, an empty nest and retirement, your financial planning needs will change, too.  At Alpha Wealth Management and Planning, we designed a financial planning menu so you can choose a customized plan that best suits your needs:

Basic Financial Plan

Ideal for clients who are newly married, starting a career or rebuilding life post-divorce. We help you create a budget you can live with and get you started on the right financial track.

Comprehensive Financial Plan

Designed for individual, joint or multiple-party financial scenarios. This broad plan incorporates the appropriate single-scenario services, as well as ongoing maintenance and online access to track your progress.

Business or Non-Profit Plan

Customized planning for key personnel, non-profit organizations or businesses, which ranges from simple to complex, based on your needs.

Targeted Planning Strategies

You choose the level of engagement with our financial professionals. This option allows you to build your own financial plan or focus on the areas that are most important to you.

Hourly Consulting

If you’re self-directed in your financial planning and investments, or looking for a second opinion on your current strategy, we offer an hourly rate that allows you to meet with our firm’s designated CERTIFIED FINANCIAL PLANNER™ professionals.

Corporate Trust Services

One of the most difficult decisions clients can make is deciding who to appoint as a successor trustee should something happen to them. Many clients automatically choose a relative to handle these duties, but it’s important to understand what that decision entails. By appointing a corporate trustee instead of a relative, any conflict of interest is removed and the integrity of your wishes is maintained. We offer corporate trust services through The Private Trust Company. 

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial