What are the 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

Alpha 3 Wealth Management

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Coeur d'Alene, ID
Alpha 3 Wealth Management

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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.

10/29/2026

From hiking the beautiful trails of Mount Rainier National Park to exploring Portland, Maine, and visiting the historic Portland Head Lighthouse, these adventures remind us what life is all about! At Alpha 3 Wealth Management, we believe financial planning is about more than building wealth…it's about creating opportunities to enjoy life, experience new adventures, and make lasting memories with those we love.

Plan for tomorrow. Live for today. Love the journey!

Larry & Jenni Lee

10/28/2026

So many North Idaho families have a cabin, a piece of land, or a small business they want to keep for the next generation.

Without a plan, that legacy can get complicated fast.

This is one of five money conversations every family should have, and it is often the one that gets put off the longest.

A simple conversation today can protect the place, and the memories, for years to come.

Read our blog for the other conversations worth having: https://www.alpha3wealth.com/blog/5-financial-conversations-to-have-with-family

10/26/2026

Saving for retirement and having a retirement income plan aren't the same thing.

One builds the pile, the other decides how long it lasts, and that means having a real plan for withdrawal order, market downturns, and healthcare costs.

We broke down how to build one that holds up.

Read the Blog: https://www.alpha3wealth.com/blog/retirement-income-strategy

10/21/2026

What did Q3 teach us about the markets? We’re breaking down the key takeaways and what investors should keep in mind as we head into the final quarter of the year.

Here's what savvy investors took away from Q3

10/19/2026

A financial plan without an estate plan leaves the people you love guessing at exactly the wrong time.

Who inherits what, who's in charge, and what your wishes actually are should be spelled out clearly, not pieced together after the fact.

Need help working through these kinds of conversations?

Contact Us: https://www.alpha3wealth.com/contact

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

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

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

10/09/2026

What Veteran wil you Honor?! 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.

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

Website

https://www.alpha3wealth.com/

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