Our Mission

Alpha Wealth Advisors provides services to select clientele of high net worth families, athletes, and business owners. We help them make more informed decisions about their money and the growth and preservation of their assets and estate. We work for our clients as we would for our own families and aspire to build lasting, meaningful relationships based on trust, integrity and superior client service.

The Alpha Wealth Advisors 7 Step Process

Introduction Content Image

1. Discovery Meeting

  • In person or phone meeting: time for both of us to learn about each other
  • Identify your goals, values, dreams, special concerns/challenges
Financial Advisor meeting with clients

2. Determine Fit

  • After discovery meeting, determine if we want to take the next steps
  • If yes, move forward with detailed data gathering
Couple reviewing information on tablet

3. Gathering Investment Information

  • Determine risk tolerance, time horizon, liquidity needs
  • Gather copies of current statements
  • Develop asset allocation strategy
  • Begin the Envision ® Plan*
*Use of Envision Plan is dependent upon client situation and resource needs
family on beach

4. Investment Strategy Implementation

  • Meeting to review investment strategy options and the initial Envision Plan
  • Upon agreement, open new accounts and transfer in assets
  • Implement investment strategy
Man and son on beach

5. Implementation Review

  • Review first statements
  • Confirm online account access
  • Address any additional questions
Couple walking on beach

6. Further Develop Comprehensive Investment Plan

  • Comprehensive investment planning
  • Examining full balance sheet
  • Risk and legacy management
  • Business succession strategies
  • Charitable giving
  • Family needs planning
  • Trust and estate planning strategies
Couple on Beach

7. Ongoing Evaluation of Investment Strategy and Envision® Plan

Develop schedule for review meetings.