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.

We are thrilled to announce that on Saturday, June 13th, Kaitlyn and Devyn Peters welcomed baby Sylas Sheppard to their ...
06/23/2026

We are thrilled to announce that on Saturday, June 13th, Kaitlyn and Devyn Peters welcomed baby Sylas Sheppard to their family! 🩵 Mom, baby, and family are doing well at home and soaking up all the sweet newborn cuddles. Liam is already embracing his new role as a proud big brother! 💙👶

Please join us in congratulating the Peters family on this wonderful blessing and exciting new chapter.

Most people don’t realize they’re making retirement mistakes until it’s too late to course-correct. Things like claiming...
06/22/2026

Most people don’t realize they’re making retirement mistakes until it’s too late to course-correct.

Things like claiming Social Security too early, ignoring how your withdrawals get taxed, or having no income plan at all.

These aren’t rare.

They happen to well-prepared families all the time.

We've put together a breakdown of the 7 most common retirement income mistakes we see, along with exactly what to do instead.

If retirement is on your horizon (or already here), this one’s worth reading.

Read how you can avoid the most common retirement mistakes here: https://www.alpha3wealth.com/blog/common-retirement-mistakes-and-how-to-avoid-them

Before you make any moves with your investments right now, pause and ask yourself this:“Has anything about my actual goa...
06/18/2026

Before you make any moves with your investments right now, pause and ask yourself this:

“Has anything about my actual goal changed?”

Not the market. Not the headlines. Not your neighbor’s opinion. Your goal.

If the answer is no, your plan is probably still doing exactly what it was designed to do.

Uncertainty is uncomfortable. But making emotional decisions during uncertain moments is one of the most common ways long-term investors fall short of their own goals.

We wrote a blog on what long-term investors should remember right now: www.alpha3wealth.com/blog/what-long-term-investors-should-remember

Our very own John Adams, CFP®, CDFA® was recently recognized as a member of the Dunham Advisory Board while attending an...
06/09/2026

Our very own John Adams, CFP®, CDFA® was recently recognized as a member of the Dunham Advisory Board while attending an advanced financial and estate planning conference in San Diego. This recognition reflects our commitment to delivering exceptional retirement, financial, estate, and wealth planning services to the families and investors we serve. Alpha 3 Wealth Management is always grateful for the trust our clients and community place in us, and proud of the work our team does every day to help clients pursue their financial goals with confidence.

Thank you to our clients, team, and industry partners for your continued support. We remain dedicated to providing personalized advice, thoughtful planning, and a high level of service for every client relationship!

Most people developed their financial plan at a specific moment in life. A job change. A big move. A transition they nee...
06/09/2026

Most people developed their financial plan at a specific moment in life. A job change. A big move. A transition they needed help navigating.

But life keeps moving, and a plan that made sense five years ago may not reflect where you are now.

Here are five signs it might be worth a fresh look:

1. Your life has changed significantly
2. You're not sure how your advisor is compensated
3. Your plan hasn't been reviewed in a while
4. A major transition is coming
5. Something just feels off

If any of this sounds familiar, we're happy to take a straightforward look.

Start with a simple conversation: https://www.alpha3wealth.com/contact

This Comm-UNITY event is about Life Giving Support! Come join the family fun this weekend!
06/09/2026

This Comm-UNITY event is about Life Giving Support! Come join the family fun this weekend!

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.

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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