Alpha Wealth Management and Planning

02/11/2026

Thinking about taking Social Security It's not just about age. Taxes, income needs, your investment strategy, and longevity all play a role. This is exactly the type of decision we help clients think through at Alpha.

Learn the basics about Social Security retirement benefits.

02/07/2026

It's not too late to update your estate plan.

4 Key Estate Planning Documents Everyone Should Consider

02/06/2026

Trusted Financial Advice - Right Here in Santa Rosa
Looking for guidance you can count on? Alpha Wealth Management and Planning has served Sonoma County families for over a decade, offering personalized financial planning, retirement strategies, and investment management.
You can reach us at 707-852-5320
https://www.alphawmp.com/
or email our office manager, Jodi Guntle directly at [email protected] to schedule your complimentary consultation.

Alpha Wealth Management & Planning helps high-net-worth individuals navigate the transition to and through retirement with clarity and confidence.

Our goal is simple: peace of mind, so you can focus on what matters most.

01/02/2026

A Different Kind of Planning as Retirement Nears

The years leading into retirement tend to sharpen priorities.

It’s no longer just about growth. It’s about coordination. Taxes, income, investments, estate planning, and risk start interacting in more meaningful ways.

The beginning of the year is often the right time to step back and ask whether your financial structure truly supports the next phase of life, not just the last one.

If this resonates, you can learn more about our planning approach on the website, or feel free to email me directly if a conversation would be helpful.

Andrei
[email protected]
415-506-4569

12/31/2025

There’s something about the start of a new year that invites reflection.

Not resolutions. Not predictions. Just a chance to pause and ask whether your financial life feels organized, aligned, and intentional.

As we move into 2026, this is a great time to simplify complexity, revisit the big picture, and make sure your plan supports what matters most.

I shared a short piece on why the beginning of the year is such a powerful time for financial planning.

https://www.alphawmp.com/blog.htm

07/26/2025

Trusted Financial Advice - Right Here in Santa Rosa

Looking for guidance you can count on? Alpha Wealth Management and Planning has served Sonoma County families for over a decade, offering personalized financial planning, retirement strategies, and investment management.

You can reach us at 707-852-5320
https://www.alphawmp.com/

or email our office manager, Jodi Guntle directly at [email protected] to schedule your complimentary consultation.

05/23/2025

Memorial Day and the Value We Uphold

With our nation mired in so much political conflict and dissent lately, Memorial Day offers a rare opportunity for all of us to come together in a shared national pride and gratitude, pausing to honor and remember the brave men and women who have sacrificed to serve our country. This solemn day serves as a poignant reminder of the courage, dedication, and patriotism of those who have fought to protect the freedoms we hold dear.

While it marks the unofficial start of summer gatherings and grilling, Memorial Day is so much more - a time for reflection and immense gratitude. It's an opportunity for us to recognize the tremendous debt we owe those who have given what Lincoln referred to as “the last full measure of devotion.”

As we gather with family and friends, let us honor their memory by supporting the families they’ve left behind and by striving to uphold those values they fought so selflessly to protect. At Alpha Wealth Management and Planning, we extend our deepest gratitude to all military personnel, past and present, and pledge to remember and honor their legacy.

03/15/2025

Honored & Grateful!

Thrilled to share that our team has been recognized once again as one of the Best Advisory Teams in Marin by the Marin IJ Readers' Choice Awards! A huge thank you to our incredible clients and community for your trust and support.

Helping you navigate your financial future is what we love to do, and this recognition means the world to us. Here’s to another great year of planning, guiding, and achieving together!