Founder / Managing Partner
We’re more than your financial firm. We’re neighbors.
Our team lives, works, and invests in the Coeur d’Alene community. From supporting local causes to helping Coeur d’Alene families navigate major financial milestones, our commitment to this community runs deep.
Coeur d’Alene Financial Advisory Services
Retirement Planning
Whether retirement is five years away or already here, we help you build a plan that turns your savings into reliable lasting income. From Social Security timing to Medicare enrollment to income distribution strategies, we make sure your retirement works the way you planned.
Tax-Efficient Wealth Strategies
Our TaxGuard program helps Coeur d’Alene clients minimize tax liability across every stage of their financial plan, including strategies for highly appreciated assets, business sales, and real estate transitions.
Estate & Legacy Planning
We work alongside estate attorneys and CPAs to help you protect what you’ve built, structure your assets efficiently, and ensure the people and causes you care about are taken care of.
Investment Management
We build personalized investment strategies aligned with your goals, risk tolerance, and timeline. As a SmartVestor Pro firm, we bring proven principles and disciplined guidance to every portfolio we manage.
Insurance & Risk Management
Life is unpredictable. We help Coeur d’Alene families protect their income, their health, and their legacy with the right insurance solutions, including life insurance, annuities, long-term care planning, and disability coverage.
Charitable Giving
Charitable giving is more than writing a check. With the right approach, we help you support causes you care about, maximize available tax benefits, and ensure your generosity becomes part of your legacy for generations to come.
What Fiduciary Really Means
We work in your best interest. Always.
A fiduciary advisor is legally required to put your interests first. Every recommendation we make is built around your goals, your timeline, and your life.
Coeur d'Alene is growing fast. So is the number of financial advisors. Not all of them are held to the same standard. We are, and we'll always be transparent about how we're compensated and why we recommend what we do.
Meet Your Coeur d’Alene
Fiduciary Financial Advisors
Alpha 3 Wealth Management is a veteran-owned firm founded on Vision, Integrity, and Purpose. Our team brings decades of combined experience serving Coeur d’Alene families.
Founder / Managing Partner
Legacy Partner
Coeur d'Alene People We Serve
Business Owners
You built something here. Now you're thinking about what's next: a sale, a transition, or just protecting what you've earned. We help you navigate it without leaving money behind.
Relocating Families
You came here for the lifestyle. But your out-of-state financial picture came with you. We help you make the most of the move.
Pre-Retirees
Five to ten years out and starting to ask the real questions. We help Coeur d'Alene families turn uncertainty into a clear, confident plan.
Frequently Asked Questions
1. How do I know if I need a financial advisor?
A good rule of thumb: if your financial life has gotten more complicated than a spreadsheet can handle, it's worth a conversation. Retirement on the horizon, a major asset sale, a tax situation that keeps growing — these are the moments where having a plan matters. We offer a complimentary consultation so you can get a sense of where you stand before committing to anything.
2. What makes Alpha 3 different from other financial advisors in Coeur d’Alene?
Alpha 3 stands apart through our high-touch service, deep commitment to education, and dedication to the communities we serve.
As a veteran-owned firm, our mission is rooted in service, integrity, and putting others first. We take the time to understand each client’s goals, provide clear, practical guidance, and walk with you step by step so you can reach your retirement destination with confidence and security.
Our focus is simple: serve people well—with support, transparency, and a genuine commitment to helping you build a stronger financial future.
3. Do you work with clients outside of Coeur d’Alene?
Yes, we work with clients across the country in the states where we are licensed. With secure virtual meeting tools and flexible communication options, we’re able to provide the same high-quality planning experience whether you live nearby or hundreds of miles away.
4. What is TaxGuard?
TaxGuard® is our process for helping clients sell highly appreciated assets like real estate, a business, land, or collectibles without handing a larger-than-necessary check to the IRS. We look at strategies like installment sales, 1031 exchanges, charitable trusts, and qualified opportunity zones, then build a coordinated plan with your CPA and attorney. Learn more about TaxGuard here.
5. How do I get started?
Schedule a complimentary consultation on our website or call us at (208) 665.5894. We'll learn about your situation, walk through your options, and go from there. No obligation required.
Get Started with Alpha 3 Wealth Management
Coeur d'Alene - Main Office
162 E. Hayden Ave.
Hayden, ID 83835
Phone: (208) 665.5894
Fax: (208) 665.5895
Mon-Thur: 8:30 am - 4:30 pm
Fri: 8:30 am - 3:30 pm