Alpha 3 Wealth

Alpha 3 Wealth Management is a veteran-owned financial advisory firm serving individuals and families in Coeur d’Alene, Hayden, Spokane Valley, and surrounding communities, as well as clients across the United States. The firm says it has served families for more than 35 years and builds its approach around vision, integrity, and purpose. Its fiduciary advisors provide personalized retirement planning, investment management, and wealth management, with strategies tailored to clients’ goals and changing circumstances.

Services include estate and legacy planning, charitable giving, insurance solutions, tax-efficient planning, and guidance for business owners and nonprofits. The firm also helps clients address complex financial transitions, including asset separation, Medicare, and Social Security, and offers support for managing potential tax liabilities when selling highly appreciated assets. Alpha 3 Wealth Management describes its process as an introductory meeting, development of a personalized plan, and an ongoing advisory partnership with reviews and adjustments over time. Based in Hayden, Idaho, the firm offers complimentary consultations and emphasizes helping clients protect their families, finances, and future plans.