Broker Check
2024 Best Of Coeur D'Alene Award In Financial Planning

2024 Best Of Coeur D'Alene Award In Financial Planning

Firm received the best of Coeur d'Alene Award in the Financial Planning category

The Adventure Flag Program Launched for Clients

The Adventure Flag Program Launched for Clients

The Firm launches the Adventure Flag Program to celebrate and honor our clients

Spokane Journal of Business Firm Featured Article

Spokane Journal of Business Firm Featured Article

Alpha III Wealth Mgmt. featured in the Spokane Journal of Business discussing the Firms background

2023 Ranked as One of The Largest Wealth Management Firms

2023 Ranked as One of The Largest Wealth Management Firms

Ranked as one of the Largest Wealth Management Firms by the Spokane Journal of Business

2023 Best of Coeur d'Alene Award In Financial Planning

2023 Best of Coeur d'Alene Award In Financial Planning

Firm received the best of Coeur d'Alene Award in the Financial Planning category

Spokane Journal of Business Artificial Intelligence Article

Spokane Journal of Business Artificial Intelligence Article

John Adams, CFP® featured in the Spokane Journal of Business discussing Artificial Intelligence

Pins For A Purpose Raises Over $4k for Military & their Families

Pins For A Purpose Raises Over $4k for Military & their Families

 Firm hosted a charity bowling event raising over $4,000 for Newby-ginnings of North Idaho

Red Shirt Friday (RSF) Honor & Support of Veterans

Red Shirt Friday (RSF) Honor & Support of Veterans

Proud sponsor and supporter of RSF to support and honor active troops and veterans

2023 Kootenai Health Charity Golf Tournament Sponsor

2023 Kootenai Health Charity Golf Tournament Sponsor

Proud sponsor of the 34th Annual Kootenai Health Foundation Charity Golf Tournament

2023 Five Star Professional Award for Wealth Management

2023 Five Star Professional Award for Wealth Management

 John G. Adams, CFP® recognized as a

Five Star Professional Wealth Manager

2023 Big Bear Annual Charity Golf Tournament Sponsor

2023 Big Bear Annual Charity Golf Tournament Sponsor

Proud sponsor of the Big Bear Annual Golf Tournament supporting Newby-Ginnings

2022 Best of Coeur d'Alene Award In Financial Planning

2022 Best of Coeur d'Alene Award In Financial Planning

Firm received the best of Coeur d'Alene Award in the Financial Planning category

2022 Kootenai Health Charity Golf Tournament Sponsor

2022 Kootenai Health Charity Golf Tournament Sponsor

Proud sponsor of the 33rd Annual Kootenai Health Foundation Charity Golf Tournament

2021 Ranked as one of the Largest Wealth Management Firms

2021 Ranked as one of the Largest Wealth Management Firms

Ranked as one of the Largest Wealth Management Firms by the Spokane Journal of Business

2021 Best of Coeur d'Alene Award In Financial Planning

2021 Best of Coeur d'Alene Award In Financial Planning

Firm received the best of Coeur d'Alene Award in the Financial Planning category

Spokane Journal of Business Debt Relief Article

Spokane Journal of Business Debt Relief Article

Todd Halterman featured in Spokane Journal of Business discussing debt relief strategies in 2021

Feldon Adoption Raises over $20k for the Humane Society

Feldon Adoption Raises over $20k for the Humane Society

Firm helped raise over $20,000 for the Kootenai Humane Society to save and rescue local animals

Wine & Whiskers Event Raises Funds for The Humane Society

Wine & Whiskers Event Raises Funds for The Humane Society

Firm helped raise $1,218 through a Wine & Whiskers event for the Humane Society

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