Founder / Managing Partner
Investment Management in Idaho
Serving families, business owners, and retirees with personalized investment strategies built around your goals, risk tolerance, and timeline for over 35 years.
We’re more than your financial firm. We’re neighbors.
Our team lives, works, and invests in this community. From supporting local causes to helping Idaho families navigate major financial milestones, our commitment runs deep.
Investment Management Services
Goal-Based Portfolio
Construction
Your portfolio should match your timeline, not your age. We help build strategies around where you are: still working, five years from retirement, or already there.
Ongoing Monitoring
& Rebalancing
Markets move. Life moves. We review your portfolio regularly, not just once and forget it.
Tax-Aware
Investing
Our TaxGuard program coordinates investment decisions with your tax picture, so you're not just chasing returns.
Retirement Income
Transition
As retirement gets closer, your portfolio generally needs to shift from building wealth to protecting and distributing it. We help you make that shift at the right time.
Investment Management as
SmartVestor Pro
As a SmartVestor Pro firm, we bring proven, principle-based investing to every portfolio we manage.
A Portfolio That Grows
Up With You.
The way you invest at 35 isn't the way you should invest at 65, generally speaking. Most people never adjust. They keep the same strategy long after their life has changed.
We help build your portfolio around your goals, not a model based on your birthday. That means we have meaningful conversations about your timeline, your risk tolerance, and what you're trying to build for your long-term vision.
Markets get loud. Good investors don’t have to react to every headline.
Read ‘What Long-Term Investors Should Remember Right Now’.
Meet Your 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 Idaho (& Beyond) families.
Founder / Managing Partner
Legacy Partner
Questions Every Investor Should Be Able to Answer
- Do you know how much risk your current portfolio is taking?
- Has your investment strategy shifted from building wealth to protecting it, or does it still look the way it did ten years ago?
- Do you know what you're paying in fees, and what you're getting for them?
- Is your portfolio built around your tax situation, or separate from it?
If any of these gave you pause, let's talk.
Frequently Asked Questions
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1. What's the difference between investment management and financial planning?
Investment management is how your money is invested and adjusted over time. Financial planning is the bigger picture: your investments, retirement income, taxes, estate plans, and insurance all working together.
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2. Do I need a certain amount of money to get started?
There's no strict minimum. We offer a complimentary consultation so you can get a sense of where you stand before committing to anything.
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3. Do you work with people who are already retired?
Yes. Retirement is often when a portfolio needs the most attention, since the strategy shifts from growth to generating steady income.
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4. What is a SmartVestor Pro?
SmartVestor Pro connects people with investing professionals who meet Dave Ramsey's criteria for experience and service. Alpha 3 Wealth Management is a SmartVestor Pro firm.
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5. Are you a fiduciary?
Yes. We're legally required to act in your best interest, and we're always transparent about how we're compensated and why we recommend what we do.