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.

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

We moved to Idaho in the early summer of 1982, settling in Stanley for the summer before heading down to Boise before th...
09/18/2026

We moved to Idaho in the early summer of 1982, settling in Stanley for the summer before heading down to Boise before the snow started to fly. By the summer of 1983, we were back in Stanley with our two-year-old daughter and newborn son, living in a 20-foot travel trailer. Our son’s first “bed”? The bottom drawer of a dresser. Those were the days!

Eight years ago, we made another big move, this time to live just a block and a half from our three grandsons. Is family important to all of us at Alpha 3? Absolutely. Why else would we leave beautiful Idaho and move to the exact opposite side of the country?

We recently returned from bringing the boys to Idaho for 2½ weeks. The heck with their parents…we just wanted the boys!

We sat on the fence outside the chapel in Stanley with the Sawtooths as our backdrop. We hit the state fair, visited the “Smurf Turf” at BSU, and packed in as much Idaho as we could.
And then there was the whitewater rafting trip on the Payette. Not five minutes after our youngest grandson asked, “PawPaw, have you ever fallen out of the raft?”, over the side I went in a Class III rapid.

I found myself bumping my head, on the bottom of the raft, while my wife wondered if I was ever going to pop back up. No, that’s not the picture, but it could have been! So what’s the point of all this?

Family.

The love of family and the desire to care for and provide for them is one of the greatest motivations in our lives. And at Alpha 3, we know that’s true for so many of the families we have the privilege of serving as well. At the end of the day, family is the “why” behind so much of what we do.


Peter Wierenga

A few questions worth sitting with:• Your portfolio has not changed in years, even though your life has.• You check your...
09/18/2026

A few questions worth sitting with:

• Your portfolio has not changed in years, even though your life has.
• You check your accounts and feel more nervous than confident.
• You are not sure how much of your money is exposed to the market versus protected.

Sound familiar? A quick portfolio review can show you exactly where you stand and what, if anything, needs to change.

We work with families across Coeur d'Alene, Hayden, and the greater North Idaho area to build plans around real goals, not old habits.

Schedule a call to see where you stand: https://www.alpha3wealth.com/contact

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

Alerts

Be the first to know and let us send you an email when Alpha 3 Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Alpha 3 Wealth Management:

Shortcuts

Share