Founder / Managing Partner
We’re more than your financial firm. We’re neighbors.
Our team lives, works, and invests in the North Idaho community. From supporting local causes to helping North Idaho families navigate major financial milestones, our commitment to this community runs deep.
North Idaho has its own story
35 years of helping North Idaho families build, protect, and pass it on.
North Idaho is a mix of longtime locals, retirees who relocated from higher-cost states, business owners, and families with real estate and land wealth built across generations. Standard financial planning templates weren't designed for that.
Ours are.
We understand the local economy, the tax environment, and the financial milestones that matter most to families in this region.
Whether you're growing wealth, approaching retirement, or thinking about your legacy, we've been doing this here for over 35 years.
Our Wealth Management Services in North Idaho
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 Post Falls 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 Post Falls 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.
Meet Your North Idaho
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 North Idaho families.
Founder / Managing Partner
Legacy Partner
Hayden-Based.
North Idaho-Focused.
Our office is in Hayden, but our clients are spread across the region: Coeur d'Alene, Post Falls, Rathdrum, Sandpoint, Spirit Lake, and beyond. We also serve families virtually throughout the state and across the country.
Wherever you are, you deserve a financial partner who understands where you live, and what it takes to build a life here.
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 North Idaho?
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 North Idaho?
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.
6. We recently moved to North Idaho from out of state. How is financial planning different here?
Quite a bit changes when you move to Idaho, and most of it works in your favor, if you plan for it intentionally. Tax treatment of retirement income, property considerations, estate planning, and insurance all look different here. We work with a lot of families who've relocated from California, Washington, and Oregon, and there's a consistent set of moves that make a real difference in the first few years.
Get Started with Alpha 3 Wealth Management
North Idaho - 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