More Than Financial Planning
For more than 35 years, Alpha 3 Wealth Management has built its reputation on trust, services, and a commitment to helping North Idaho (& beyond) families navigate their financial futures.
Here you can explore the recognition our team has received, our involvement in the communities we serve, and educational resources created to help you better understand the financial decisions that shape your future.
Awards
Recognized as Best Investment Consulting Firm
Proud to have been named Best Investment Consulting Firm in the 2026 CDA Press Best of North Idaho awards.
Living Water Youth Ranch’s “The Round Up Charity Event”
Alpha 3 Wealth Management is a proud sponsor of North Idaho’s Living Water Your Ranch’s “The Round Up Charity Event”.
Featured Articles
Financial Planning Education
Explore write-ups covering retirement planning, market updates, tax considerations, and strategies designed to help you make thoughtful financial decisions
Start the Conversation
Whether you’re preparing for retirement, evaluating your current financial plan, or simply looking for a second perspective, our team is here to help.
Schedule a conversation with Alpha 3 Wealth Management to discuss your goals and explore financial strategies designed to help you build adventures and protect your dreams.