AlphaLogic Wealth Management is an independent, fiduciary Registered Investment Advisor serving individuals, families, retirees, and business owners. The firm combines comprehensive financial planning with disciplined, research-driven investment management, drawing on institutional investment experience to provide personalized guidance. As an independent advisor, AlphaLogic says it does not sell products or earn commissions, and is committed to transparent fees and advice aligned with clients’ interests.

Its services include goal setting, cash flow and retirement planning, risk management, estate considerations, portfolio management, and tax-aware wealth strategies. The firm considers each client’s objectives, time horizon, and risk tolerance, and may coordinate with CPAs and estate attorneys when appropriate. Its process moves from discovery and strategy design to implementation, coordination, ongoing monitoring, and regular reviews.

Founder and Chief Investment Officer Robert Funk brings more than 30 years of financial-market experience, including work in institutional finance, trading, portfolio management, and private wealth advisory. AlphaLogic also partners with Independent Financial Partners, which provides operational, compliance, technology, and other support.