Private Wealth
OPTIMIZED
Designed to Maximize Your Financial Future
What is The Alpha Optimization Blueprint? »
The Alpha Process
- Diagnose — Full evaluation of your current financial status, accounts, taxes, cash flow, holdings, and long-term trajectory.
- Optimize — Re-engineer your financial infrastructure, reposition balances, and align every holding with the 10-level Alpha Optimization Blueprint.
- Monitor — Continuously track and realign your plan as markets, tax laws, family circumstances, and goals evolve.
- Family Office Benefits Without the Overhead — Seamless coordination with your CPA, attorney, and legacy – all the benefits without the overhead.
“Alpha’s approach to wealth management is unmatched.”
— George Olander, PhD, Former Professor of Finance, ASU W. P. Carey School of Business
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Efficient Investments
Build and maintain globally diversified ETF portfolios designed to reduce unnecessary costs, improve tax efficiency, and pursue stronger long-term after-tax returns.
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Tax & Account Optimization
Coordinate taxable, IRA, Roth, trust, business, and estate structures to improve tax efficiency, simplify management, and enhance long-term wealth transfer.
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Intelligent Cash Flow Strategy
In years of surplus, excess cash is strategically directed where it may create the greatest long-term benefit. In years of shortfall, we optimize how cash is sourced through withdrawals, borrowing strategies, or asset sales.
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Retirement & Income Planning
Coordinate Social Security timing, Roth conversions, rollover decisions, and retirement income strategies to support long-term lifestyle and legacy goals.
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Ongoing Optimization
Your financial plan evolves over time. We continuously monitor investments, taxes, inflation, spending, markets, and family circumstances to keep your strategy aligned and optimized.
Diagnose
We map your current portfolio, accounts, taxes, income sources, funding needs, and long-term legacy trajectory.
Optimize
We identify the highest-impact financial moves across investments, taxes, account structure, borrowing, and timing.
Monitor
We revisit the plan as markets, tax laws, balances, spending, and family circumstances change over time.
PRIVATE CLIENT FEES – ALL INCLUSIVE.
100% Fee-Only • Transparent • Aligned
Since financial optimization is a scientific, repeatable process I already run for my own family and other clients, we eliminate unnecessary layers, taxes, and costs — keeping fees efficient while delivering Fortune 500-grade infrastructure.
We only accept clients we can save far more than our fees.
Fees are deducted monthly from your Schwab account — no checks, no surprises.
Direct access to Alex Boemark on every decision.
Institutional Trust, Risk Management & The Alpha Optimization Blueprint FAQ
What is the Alpha Optimization Blueprint and Money4Life simulation?
The Alpha Optimization Blueprint is our proprietary financial optimization system powered by the Money4Life simulation. It models your current financial reality and then applies the Blueprint to project dramatically improved wealth trajectories through smarter infrastructure, tax efficiency, and risk alignment.
Do you accept clients from other states?
Yes, we serve private clients nationwide as licensing permits. About half our clients are from Arizona (Scottsdale, Phoenix, Paradise Valley, Cave Creek, Mesa, Chandler, and Tucson). Ready for your Blueprint Session?
How does Alex Boemark’s corporate finance background benefit $500k+ portfolios?
Fortune 500 frameworks from Coca-Cola and Motorola eliminate structural inefficiencies, optimize cash flow, and protect your legacy with institutional-grade intensity.
Where are my assets held and protected?
At Charles Schwab with $150M excess SIPC insurance via Lloyd’s of London. 100% fee-only fiduciary care with zero commissions or conflicts. We do not work for Schwab – Schwab works for us.
What makes Alpha Financial a better choice than other wealth advisors?
Alpha is a pure fiduciary with no conflicts of interest — only about 3% of advisors in the US meet this standard. We bring 40 years of real-world financial optimization experience (not just sales certifications), and we strive to apply the best, time-tested and unbiased principles to your wealth building — never headquarters-driven target lists for commission.
Alpha Financial Nordic, LLC | RIA #175450 | Spotless FINRA Record