Alpha 3 Wealth Management

09/08/2026

Your financial plan should reflect the place you call home.

From Coeur d'Alene to Sandpoint, we understand the community, the seasons, and the goals that matter most to families here in North Idaho.

Local expertise means advice that fits your life, not a generic formula built for somewhere else.

See Why Local Expertise Matters: https://www.alpha3wealth.com/blog/local-north-idaho-expertise

09/07/2026

Happy Labor Day!

Wishing you a long weekend filled with time to relax, recharge, and enjoy the people who matter most.

We will be closed today in observance of Labor Day. We’ll be back in the office Tuesday, September 8.

Have a safe and happy Labor Day!

09/01/2026

It's easy to make money choices on autopilot.

But small decisions today, how you spend, save, and invest, can add up to a big impact on your future.

If you're not sure whether your current path is setting you up for success, now is a great time to find out.

Read our latest blog to learn more: https://www.alpha3wealth.com/blog/financial-decisions-helping-or-hurting

08/28/2026

Markets move. That is not new.

The real question is whether your portfolio is built to handle those moves, or just along for the ride.

A lot of North Idaho investors are carrying more risk than they realize, often left over from a plan that made sense years ago but has not been reviewed since.

If it has been a while since your investments matched your actual goals, now is a good time to check.

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

08/25/2026

Every financial decision you make has a ripple effect on your future.

From saving for retirement and paying down debt to investing and managing taxes, small, consistent choices can make a meaningful difference over time.

Taking a step back to evaluate whether your financial decisions align with your long-term goals can help you stay on track and adjust when needed.

Read our latest blog to learn how today's decisions can help build the future you want. https://www.alpha3wealth.com/blog/financial-decisions-helping-or-hurting

08/19/2026

Thinking about retiring in North Idaho? Before you make the move, learn about the lifestyle, tax advantages, healthcare, housing costs, and more. Read our blog and watch our short video to see if North Idaho could be the right place for your retirement.

Watch our one-minute video

08/14/2026

If you've changed jobs over the years, there's a good chance you left a 401k or two behind.

It's easy to forget, but it's still your money, working somewhere.

Old accounts can come with higher fees, outdated investment choices, or a strategy that no longer lines up with your goals and the freedom you're working toward.

Ready to take a closer look? Let's talk. https://www.alpha3wealth.com/contact

08/12/2026

Legacy planning isn't just for the wealthy.

It's for anyone who wants their story, their values, and their hard work to matter beyond their lifetime.

A few questions worth asking:

• Have you named who inherits what?
• Do your loved ones understand your intentions?
• Is your plan built to adapt as life changes?

If you're not sure, that's exactly where a conversation can help.

Let’s get your legacy back on track: https://www.alpha3wealth.com/contact

08/10/2026

Thanks to the generosity of our sponsors, clients, friends, and family, we raised over $27,000 this year in support of Newby-ginnings of North Idaho, Inc. and the veterans they serve.

None of this would be possible without your continued support.

Thank you for standing with us in purpose!

08/07/2026

Multiple jobs usually means multiple retirement accounts, scattered across old employers and easy to lose track of.

A few things worth knowing:

• Old 401ks can carry higher fees than you realize
• Investment options may be outdated or limited
• Bringing accounts together can simplify your strategy and bring clarity to your goals

If it's been a while since you checked in on these accounts, now is a good time. https://www.alpha3wealth.com/contact