Private Wealth
OPTIMIZED
Designed to Maximize Your Financial Future
“Alpha’s approach to wealth management is unmatched.”
— George Olander, PhD, Former Professor of Finance, ASU W. P. Carey School of Business
The Alpha Process
The Alpha Optimization Blueprint
The portfolio work is personalized for each family. Arizona-based, serving families nationwide.
Our proprietary Blueprint delivers a disciplined 3-Step Cycle: Monitor (market trends, geopolitical, securities) — Diagnose — Optimize, so your wealth stops leaking.
Five places wealth leaks, and how we stop them
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Scattered Accounts
You can’t optimize what you can’t see. We bring every account, tax return, and income source into one picture.
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Portfolio Drag
Hidden fund fees, overlapping funds, and tax-inefficient holdings quietly cut returns. We move you into our Strategic Fiduciary ETF portfolios, done in a tax-aware way.
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Tax Leaks
The wrong assets sit in the wrong accounts, and Roth conversion windows close unused. We coordinate taxable, IRA, Roth, trust, and estate accounts.
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Idle Cash
Cash earns little, and shortfall years get funded by selling the wrong thing. We put surplus cash to work and choose the cheapest way to fund a shortfall.
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Retirement & Legacy Blind Spots
Social Security timing, required withdrawals, and what your heirs receive are cheaper to fix early. We plan for them now, before they cost you.
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.
FAQ
What is the Alpha Optimization Blueprint?
It’s our plan for getting the most out of everything you own. First, we put all your finances in one place: investments, retirement accounts, cash, taxes, and income. You can’t optimize what you can’t see. Next, we look ahead to the obstacles that would hold your wealth back, such as taxes, fees, idle cash, and retirement and legacy needs. Then we deal with them now, before they cost you. The first step is almost always moving your investments into our Strategic Fiduciary ETF portfolios, done in a tax-aware way. From there, we monitor and adjust for life.
Where are assets held?
Charles Schwab with $150M excess SIPC. We do not work for Schwab — Schwab works for us.
Do you work with clients outside Arizona?
Yes. We are a registered investment adviser in Arizona. We serve clients in other states only where state law permits.
Alpha Financial Nordic, LLC | RIA #175450 | Spotless FINRA Record
Alpha Financial Nordic, LLC, CRD No. 175450. Registered investment adviser in Arizona. We serve clients in other states only where state law permits. Registration does not imply a certain level of skill or training.