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.

Alpha Wealth Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, CA, CO, DE, FL, GA, ID, IL, KY, MA, MI, MO, MT, NH, NM, NY, OH, OK, OR, PA, SC, TN, TX, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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