Alpha 3 Wealth Management

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.

For the past six years, my family has proudly supported the Boise Rescue Mission through the Kevin Miller Show’s “Miller...
06/02/2026

For the past six years, my family has proudly supported the Boise Rescue Mission through the Kevin Miller Show’s “Miller’s Mission” donation drive on local radio.

This incredible organization provides food, shelter, counseling, and hope to more than 500 people every single day. The Boise Rescue Mission has truly changed the lives of thousands of individuals and families who were going through difficult times and needed a helping hand. We believe in the Mission’s work and the impact it continues to make throughout our community. We are honored to support such a meaningful cause and will continue donating each year.

No matter what organization or cause is close to your heart, I encourage everyone to find ways to give back and support those in need. Even small acts of generosity and kindness can make a tremendous difference in the lives of others.

-Scott Finnegan

Most people spend years focused on the number. Far fewer spend time thinking about what their days will look like once t...
05/29/2026

Most people spend years focused on the number. Far fewer spend time thinking about what their days will look like once they stop working.

Work gives people more than a paycheck. It gives structure, purpose, and a sense of identity.

When that goes away, even for people who are financially ready, the transition can feel disorienting.

The families who handle it best are the ones who thought it through ahead of time.

What does a normal Tuesday look like? What gives your weeks shape and meaning?

A good financial plan gets you to retirement. Thinking through the rest is what makes it worth it.

Read our full retirement guide: https://www.alpha3wealth.com/blog/are-you-ready-to-retire-in-north-idaho

Tax season is behind you. The second half of the year is still ahead. That's a window worth using.Most families skip the...
05/27/2026

Tax season is behind you. The second half of the year is still ahead. That's a window worth using.

Most families skip the mid-year financial check-in. Not because they don't care, but because no one told them it was worth doing.

Here are 6 things we're walking North Idaho families through right now:

1. Portfolio alignment
2. Retirement contribution pace
3. Tax withholding accuracy
4. Beneficiary designations
5. Insurance coverage
6. Estate plan review

You don't have to tackle all six at once. But picking one or two you haven't looked at recently? That's a good place to start.

Read more about the 6 things worth doing here: https://www.alpha3wealth.com/blog/mid-year-financial-checklist-north-idaho

With Memorial Day approaching, we want to pause to remember and honor those who made the ultimate sacrifice for our coun...
05/24/2026

With Memorial Day approaching, we want to pause to remember and honor those who made the ultimate sacrifice for our country.

Please note our offices will be closed on Monday in observance of Memorial Day. We’ll be back on Tuesday, ready to serve you.

Wishing you a meaningful weekend spent with the people who matter most.

This surprises a lot of families, especially those who moved here from Washington.Idaho taxes IRA withdrawals, 401(k) di...
05/22/2026

This surprises a lot of families, especially those who moved here from Washington.

Idaho taxes IRA withdrawals, 401(k) distributions, and Social Security above certain thresholds.

Over a 20-year retirement, that adds up.

The good news: Idaho is still one of the better states in the West to retire in. That is, when you plan for it correctly.

How you structure your withdrawals can make a real difference in how much of your own money you actually keep.

If you have not looked at this yet, now is a good time.

Take a look at our blog: https://www.alpha3wealth.com/blog/are-you-ready-to-retire-in-north-idaho

Not all financial advisors are required to act in your best interest.Some are fiduciaries, legally required to put you f...
05/19/2026

Not all financial advisors are required to act in your best interest.

Some are fiduciaries, legally required to put you first.

Others follow a suitability standard, meaning recommendations just have to be “good enough.”

The difference matters, especially when it comes to:

• Investments
• Insurance
• Retirement income

We operate as fiduciaries. Our responsibility is to you, always.

Read more in our blog: https://www.alpha3wealth.com/blog/the-fiduciary-difference

Market volatility gets all the attention. These three tend to catch people off guard.1. A market drop right after you re...
05/15/2026

Market volatility gets all the attention. These three tend to catch people off guard.

1. A market drop right after you retire can do lasting damage. You’re selling low with fewer shares left to recover.

2. A 65-year-old couple today has about a 50% chance one of them lives to 90. Your plan needs to last as long as you do.

3. Long-term care costs are not covered by Medicare, and they are not small.

None of these are hard to plan for. They just require actually planning for them.

Start here: https://www.alpha3wealth.com/blog/are-you-ready-to-retire-in-north-idaho

If something happened tomorrow, would your family know what to do?Not in a scary way, just practically. Here are four th...
05/13/2026

If something happened tomorrow, would your family know what to do?

Not in a scary way, just practically. Here are four things every family should have squared away:

• Where your documents are
• Who you've named and why
• The reasoning behind your decisions
• Your healthcare wishes

The conversation doesn't have to be formal. It just has to happen.

If you’d like to dive deeper, check out our most recent blog: https://www.alpha3wealth.com/blog/estate-planning-conversation

Markets are noisy right now. That's not new, but it's worth saying out loud.When headlines get loud, it's easy to feel l...
05/12/2026

Markets are noisy right now. That's not new, but it's worth saying out loud.

When headlines get loud, it's easy to feel like you should be doing something. Changing something. Moving money somewhere else.

Here's what we tell the families we work with:

• Volatility is normal. Short-term swings are part of long-term investing.
• Reacting to headlines is usually the risk. Not the market itself.
• A good plan is built for this. Not just for the easy years.

If your plan is doing its job, you don't need to change it every time the market moves. You need to trust it.

We hear one question more than any other: 'Am I ready to retire?'After 35 years working with families across North Idaho...
05/08/2026

We hear one question more than any other: 'Am I ready to retire?'

After 35 years working with families across North Idaho, here is what we have noticed: the people who ask it out loud are usually a lot closer than they think.

What holds most of them back is not the savings. It is the uncertainty. The right financial plan answers those questions.

If retirement is on your radar in the next five to ten years, now is the time to get clear.

Read our full retirement guide: https://www.alpha3wealth.com/blog/are-you-ready-to-retire-in-north-idaho

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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