Alpha 3 Wealth Management - Meridian

Alpha 3 Wealth Management - Meridian Located in Meridian ID, we are independent financial advisors helping individuals and small business owners secure a brighter financial future.

We ensure your money works hard for you, create unique retirement plans, and help you to disinherit the IRS. Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: (ID, OR

, AR, CA, MT, UT, WA, WY). Alpha III Wealth Management and Centaurus Financial, Inc. are not affiliated companies.

Most people spend years focused on the number. Far fewer spend time thinking about what their days will look like once t...
05/28/2026

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.

Check out this blog from our Northern office for a full retirement guide: https://www.alpha3wealth.com/blog/are-you-ready-to-retire-in-north-idaho

05/27/2026

Here's what savvy investors took away from Q1

This surprises a lot of families, especially those who moved here from Washington.Idaho taxes IRA withdrawals, 401(k) di...
05/21/2026

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/idaho-retirement-tax-rules

That's not a criticism. Retirement feels far away until it doesn't.But the five years before you stop working are when t...
05/19/2026

That's not a criticism. Retirement feels far away until it doesn't.

But the five years before you stop working are when the real planning happens. Tax strategy, income sequencing, Social Security timing; these moves work best when there's still time to adjust.

If retirement is somewhere on your horizon, the best time to start mapping it out is before you need to.

Ready to talk? https://meridian.alpha3wealth.com/contact/

Not because everything has to be perfect, but because the decisions made in this stretch are hard to undo.Social Securit...
05/14/2026

Not because everything has to be perfect, but because the decisions made in this stretch are hard to undo.

Social Security timing. Tax positioning. Withdrawal strategy. Estate documents that keep getting pushed back.

These aren't things to figure out on your first day of retirement. They're things to work through while you still have room to adjust.

If you're getting close, it's worth having a plan that goes beyond ”I think I have enough.”

Let's schedule a 5-minute conversation: https://meridian.alpha3wealth.com/contact/

Market volatility gets all the attention. These three tend to catch people off guard.1. A market drop right after you re...
05/12/2026

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. We can help! meridian.alpha3wealth.com

We hear one question more than any other: ”Am I ready to retire?”After 30 years working with families, here is what we h...
05/07/2026

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

After 30 years working with families, 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.

Schedule an appointment now: meridian.alpha3wealth.com

Moving from Washington to Idaho?One of the biggest financial shifts isn't the cost of housing or the commute, it's taxes...
05/05/2026

Moving from Washington to Idaho?

One of the biggest financial shifts isn't the cost of housing or the commute, it's taxes.

Washington has no state income tax. Idaho does. But in retirement, that comparison gets a lot more complicated.

Most retirement income in Idaho is partially sheltered.

Understanding how retirement income is treated across the border can make a meaningful difference in your long-term plan.

To read more: www.alpha3wealth.com/blog/idaho-retirement-tax-rules

Is Idaho really tax-friendly for retirees?It can be, but it depends on your income sources.Social Security? Idaho doesn'...
04/30/2026

Is Idaho really tax-friendly for retirees?

It can be, but it depends on your income sources.

Social Security? Idaho doesn't tax it.
IRA withdrawals? Those are taxable, but there are deductions that help.

Property taxes? Lower than most states, with programs for seniors that most people overlook.

We broke all this and more down in a clear, no-jargon post.

Learn how Idaho taxes retirement income: www.alpha3wealth.com/blog/idaho-retirement-tax-rules

Dedicated to helping others achieve success in every phase of life. The Adventure Flag Program is platform for those we...
04/28/2026

Dedicated to helping others achieve success in every phase of life.

The Adventure Flag Program is platform for those we care about to celebrate their incredible victories. Whether you’re reaching financial milestones, taking on new adventures, or fulfilling lifelong dreams, we’re here to honor and support you every step of the way.

Let’s celebrate your success together! To learn more visit: meridian.alpha3wea;th.com

Retirement is more than an end—it's the beginning of a new chapter. But to enjoy it fully, you need a well-structured pl...
04/16/2026

Retirement is more than an end—it's the beginning of a new chapter. But to enjoy it fully, you need a well-structured plan.

Are you prepared for the retirement you want?
Schedule a 30 min chat below to learn more! meridian.alpha3wealth.com

Address

3509 W Bavaria Street STE 102
Eagle, ID
83704

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+12089070989

Website

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