Alpha 3 Wealth Management

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Alpha 3 Wealth Management Looking for a financial advisor in Coeur d’Alene, Hayden, or Spokane Valley? Veteran-owned & Trusted.

Alpha 3 Wealth Management has over 35 years of experience helping families with retirement planning, wealth management, and tax-efficient strategies.

Being in a lower tax bracket this year than you expect to be later is usually the first sign a Roth conversion is worth ...
10/15/2026

Being in a lower tax bracket this year than you expect to be later is usually the first sign a Roth conversion is worth exploring.

It can also mean smaller required withdrawals down the road, but it only works if you can cover the tax bill without dipping into retirement funds.

This could be worth a look before year end.

Have questions about how this could fit into your plan?

Schedule a call: https://www.alpha3wealth.com/contact

Retirement ready isn't just a number in a savings account. It's knowing where your income comes from, how each source is...
10/13/2026

Retirement ready isn't just a number in a savings account.

It's knowing where your income comes from, how each source is taxed, and what happens to your plan if the market has a rough year right when you need it most.

We help people all across North Idaho with this all the time.

Learn about our retirement planning services: https://www.alpha3wealth.com/products-services/retirement-planning

The order you withdraw from in retirement can affect your tax bill just as much as how much you take out. Pulling from t...
10/09/2026

The order you withdraw from in retirement can affect your tax bill just as much as how much you take out.

Pulling from the wrong account first can mean a bigger bill now or fewer options later.

It's worth thinking through before your next withdrawal.

Schedule a Call https://www.alpha3wealth.com/contact

What Veteran wil you Honor?! Newby-ginnings of North Idaho, Inc.
10/09/2026

What Veteran wil you Honor?! Newby-ginnings of North Idaho, Inc.

 Share and Honor one of your own in your family! Newby-ginnings of North Idaho, Inc.
10/09/2026

 Share and Honor one of your own in your family! Newby-ginnings of North Idaho, Inc.

Life insurance is a contract: you pay premiums, and in exchange, an insurance company pays a lump sum to the people you ...
10/07/2026

Life insurance is a contract: you pay premiums, and in exchange, an insurance company pays a lump sum to the people you choose when you die. That's it. That's the core idea.

The harder part isn't the definition. It's figuring out how much you need, what type fits your life, and whether your current coverage (if you have any) holds up.

September is Life Insurance Awareness Month. If it's been a while since you looked at your coverage, or you've never had the conversation at all, now's a good time.

We broke down the full picture, types, how much coverage makes sense, and a quick self-check, here: https://www.alpha3wealth.com/blog/life-insurance-awareness-month

Some of the biggest financial decisions your family will ever make will not happen in a spreadsheet. They will happen ar...
10/07/2026

Some of the biggest financial decisions your family will ever make will not happen in a spreadsheet.

They will happen around the kitchen table.

Here are five conversations worth having sooner rather than later, from your retirement timeline to who gets what and everything in between.

None of them need to happen all at once, and you do not have to have them alone.

Read the Blog https://www.alpha3wealth.com/blog/5-financial-conversations-to-have-with-family

We're excited to welcome Brian Ross to the Alpha 3 Wealth Management team as our new Operations Associate!Brian brings m...
10/01/2026

We're excited to welcome Brian Ross to the Alpha 3 Wealth Management team as our new Operations Associate!

Brian brings more than 30 years of customer service experience across insurance, real estate, and financial services.

He specializes in operations and business processing, helping ensure client requests and account maintenance run smoothly and accurately.

He and his wife of 24 years moved to Post Falls, Idaho, in 2020, and when he's not in the office, you'll find him cheering on the 49ers, Kraken, and Mariners.

Please join us in welcoming Brian to the team!

Learn more about Brian on our About Us page: https://www.alpha3wealth.com/about-alpha-3-wealth-management

September is Life Insurance Awareness Month, a good reminder to check in on something most of us set up once and never l...
09/23/2026

September is Life Insurance Awareness Month, a good reminder to check in on something most of us set up once and never look at again.

Life insurance isn't about the fine print. It's what keeps the mortgage paid, the kids in school, and your family's plans on track if your income suddenly wasn't there.

This month, we're breaking down how it works, the 4 main types, and a simple way to think about how much coverage you need.

Read the full guide: https://www.alpha3wealth.com/blog/life-insurance-awareness-month

Good financial advice starts with understanding where you live and what matters to you.For more than three decades, our ...
09/22/2026

Good financial advice starts with understanding where you live and what matters to you.

For more than three decades, our team has helped families across North Idaho plan for retirement, protect their savings, and build a future they can count on.

Local roots. Real relationships. A plan built around your life here in North Idaho.

Discover the Value of Local Expertise: https://www.alpha3wealth.com/blog/local-north-idaho-expertise

Address

162 E. Hayden Avenue
Coeur D'alene, ID
83835

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3:30pm

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