Strategic Finance
For Private Wealth
Fortune 500 Intensity for $500k+ Portfolios in Arizona.
What is The Alpha Blueprint? »
The Alpha Advantage – Beyond Investing
- AI-Assisted Intelligence: Cutting-edge technology to identify and adapt to a changing world.
- Optimal Financial Infrastructure: Account structure, saving/spending order, Roth & self-directed strategies, HSA maximization, Social Security timing, Trifecta setup, Buy-Borrow-Die, automation, real-time dashboard, leak detection, protection & leverage.
- Faster Wealth Creation: All investment portfolios engineered to eliminate waste: unnecessary taxes, costs, and risks for superior risk-adjusted returns and legacy protection.
- Family Office Benefits Without the Overhead: Seamless coordination with your CPA, attorney, and legacy plans — true family office capabilities at a fraction of the cost.
- Superior Protection & Integrity: Assets held at Schwab ($8T platform) with $150M excess SIPC insurance + 100% fee-only fiduciary care. Zero commissions. Zero conflicts.
- Direct Access: Your family CFO on call — Alex Boemark.
“Alpha’s approach to wealth management is unmatched.”
— George Olander, PhD, Former Professor of Finance, ASU W. P. Carey School of Business
The Alpha Blueprint
A clear, structured system for turning financial complexity into stronger wealth building, better decisions, and long-term control.
Get Organized
We get to know you and your finances, then create a current Money4Life computer simulation so you can clearly see your current financial position (Net Worth) and current trajectory.
Apply the Alpha Blueprint
We re-engineer your financial infrastructure, cash flow, and investment portfolios according to the best time-tested principles available — the Alpha Blueprint. Your Money4Life simulation then provides clear, updated projections of the optimized long-term wealth trajectory.
Implement and Tune Up
We create an implementation timeline and ongoing tune-up plan to keep your financial performance operating at its highest level as life evolves.
Every client works directly with me. Small practice = focused attention on your long-term goals and Arizona lifestyle.
Book Your Complimentary Blueprint Session
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.
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 Magic Box FAQ
What is the Alpha Magic Box and Money4Life simulation?
The Alpha Magic Box is our proprietary financial optimization system powered by the Money4Life simulation. It models your current financial reality and then applies the Alpha 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