Alpha 3 Wealth Management is a team of trusted financial advisors in Coeur d’Alene, Spokane Valley, and the surrounding areas, proudly serving families across the United States for over 35 years.
As a veteran-owned firm, we stand for Vision, Integrity, and Purpose, delivering personalized retirement planning, wealth management, and tax-efficient strategies that build financial confidence and protect your future.
We help you create the flexibility to live life the way you want. Whether that means new opportunities, more time, or the freedom to focus on what matters most.
Our partnership goes beyond recommendations. We provide actionable strategies and walk alongside you, helping turn your goals into meaningful progress.
We help you safeguard your family, your future, and your legacy. That way, you can move forward with confidence that everything important to you is secure.
Your financial life is unique, and your plan should be too. At Alpha 3 Wealth Management, we provide retirement planning, tax efficient strategies, estate and legacy planning, charitable giving, and insurance solutions tailored to your goals.
We specialize in advanced planning strategies to address life's more complex transitions, including asset separation, Medicare, Social Security, and more.
Together, these strategies give you the freedom to enjoy life's adventures today, while ensuring your dreams and legacy are protected tomorrow.
At Alpha 3 Wealth Management, we keep the process clear, intentional and built on trust.
We take time to understand your story and the goals that matter most, laying the foundation for a financial plan built around your priorities.
We design a personalized strategy built on growth, protection and clarity, designed to give you confidence and direction.
As life changes, we review and adjust your plan, offering guidance to help you stay aligned with our goals and prepared for what's ahead.
Get started on your financial journey with your complimentary consultation!
Are you selling a business, real estate, investments, or other highly appreciated assets? We can help mitigate your tax liability.
Maximize Tax Savings
Shield Your Earnings
Enhance Earnings, Secure Savings
We do the right thing, every time
We strive to learn and teach
We’re committed to doing what we say we’re going to do
We operate with precision and timeliness
We are committed to putting others before ourselves
We’re accountable as a team
John has worked within the financial services industry since 2000 having served in various executive and management roles during his tenure. Prior to becoming a financial advisor...
Todd spent his youth as a firefighter and paramedic and served in the US Navy during Operation Desert Storm and Desert Strike. He knew how to run into burning buildings and save...
Jerry has more than 20 years of experience within the financial services industry with a focus on high-net-worth planning and investments strategies.
Jerry began his management...
