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Our Name & Logo

As a Veteran Owned company, our logo has a shield symbol that represents our focus on safety, protection, and a readiness to help our clients overcome the difficulties that life my bring.

Alpha is a financial and military term, that is also an important representation of our company focus of "standing at the front and leading the way" to guide our clients through a successful retirement and beyond.

The "III" signifies the three pillars of our mission statement which is to serve our clients and community with VisionIntegrity, and Purpose.

Wealth Management represents our wholistic planning approach of providing comprehensive wealth management and retirement planning strategies for all phases our our clients lives.

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