Founder / Managing Partner
Nonprofit Financial Advisor in Idaho
Serving nonprofits and the people who lead them with investment policy guidance, board education, and personal financial planning for over 35 years.
We’re more than your financial firm. We’re neighbors.
Our team lives, works, and invests in the Coeur d’Alene community. From supporting local causes to helping Coeur d’Alene families navigate major financial milestones, our commitment to this community runs deep.
Nonprofit Advisory Services
Investment Policy Guidance
We help boards build and review investment policy statements for reserve funds and endowments, so decisions are guided by a plan a thorough and thoughtful plan.
Board Financial Education
Not every board member comes from a finance background. We provide plain-language education so your whole board can manage with confidence.
Charitable Giving Program Support
We help structure planned giving programs, and work directly with donors on tax-efficient giving strategies.
Personal Planning for Nonprofit Staff
Executive directors and staff often have less access to traditional retirement benefits. We help build personal financial plans that account for that gap.
The People Behind the Mission Matter Too
Nonprofit leaders spend their careers putting the organization first. That often means their own financial planning gets pushed to last.
We work with the organization and the people running it, because a healthy mission needs both.
Your Mission Deserves a Financial Partner That Protects It.
Download our Publication to learn more about how our team can help your non-profit.
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 nonprofits and the people who lead them.
Founder / Managing Partner
Legacy Partner
Questions Every Nonprofit Board Should Be Able to Answer
- Does your organization have a written investment policy statement?
- Could every board member explain how your reserve funds are invested?
- Do you have a planned giving program, or are you leaving that funding source on the table?
- Do your executive director and staff have a real retirement plan?
If any of these gave you pause, let's talk.
Frequently Asked Questions
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1. What is an investment policy statement, and do we need one?
It's a written document guiding how your reserve or endowment funds are invested, including risk tolerance and spending policy. Most nonprofits holding reserves benefit from having one, both for governance and for donor confidence.
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2. Can you help educate our board?
Yes. Board members come from all kinds of backgrounds, and not all of them are financially fluent. We provide plain-language education on investment policy and fiduciary responsibility.
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3. I work at a nonprofit and don't have a great retirement plan. Can you help me personally?
Yes. Nonprofit staff often have less robust retirement benefits than private-sector employees, and we help build personal plans to account for that.
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4. Do you only work with large nonprofits?
No. We work with organizations of all sizes, and with the staff and leadership who run them.
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5. How do we set up a planned giving program?
Planned giving, things like bequests, charitable trusts, and donor-advised funds, can create a lasting funding source. We help structure these programs and can work directly with your donors too.