Vision • Integrity • Purpose
With Alpha III Wealth Management, you’re not just a client—you’re our mission. We provide the VIP fiduciary experience by offering personalized planning, proactive communication, and a long-term relationship built on trust.
Our Mission and Legacy
Our office is part of Alpha III Wealth Management, a multi-branch, veteran-founded firm headquartered in Coeur d’Alene, ID, whose two founders served in the Marine Corps and the Navy, respectively. The firm is guided by the values of military precision and financial leadership.
Our Mission: VIP Service, Always! We are committed to delivering a true VIP experience, helping you build confidence and clarity around your financial future.
Freedom Focused
We help you create the flexibility to live life the way you want. Whether that means new opportunities, more time, or the freedom to focus on what matters most.
Serving With Solutions
Our partnership goes beyond recommendations. We provide actionable strategies and walk alongside you, helping turn your goals into meaningful progress.
Protecting With Purpose
We help you safeguard your family, your future, and your legacy. That way, you can move forward with confidence that everything important to you is secure.
Comprehensive Wealth Management
We take a holistic approach to financial planning, built for every stage of life
Our Core Values
Guiding Principles
Vision
We help you create a clear financial strategy to improve your life today, protect your family, and preserve your legacy.
Integrity
As fiduciaries we act in your best interest, offering honest guidance aligned with your long-term goals.
Purpose
We educate and empower our clients and community to thrive in an ever-changing world.
Meet Our Team
Our team at Alpha 3 Wealth is composed of seasoned professionals dedicated to guiding you on your financial journey. Each member brings a wealth of experience and a commitment to client success.
Scott Finnegan
Financial Advisor
Peter Wierenga
Financial Advisor
Sophia Neumann
Executive Assistant
Kris Neumann
Executive Assistant
Meet Our Founders
John Adams
Founder / Managing Partner
Todd Halterman
Founder / Managing Partner
Scott Finnegan
With more than 25 years of experience in the financial industry, Scott has worked with leading investment firms and collaborated alongside top financial advisors. Throughout his career, he has helped raise more than $500 million in capital while assisting hundreds of clients with income planning, growth strategies, and tax-efficient financial solutions. Scott is dedicated to delivering knowledgeable guidance tailored to each client's unique financial goals.
Peter Wierenga
Peter began his career in the financial services industry in 2001 after completing his training with Morgan Stanley. Starting during the 2001 recession gave him firsthand experience helping clients navigate economic uncertainty and market volatility from the very beginning of his career. Today, with more than two decades of industry experience, Peter is committed to providing thoughtful guidance and helping clients make informed financial decisions with confidence.
Kris Neumann
Kris brings a diverse background in retail ownership, escrow officer, marketing, and financial services to her role in client relations and account management. She has been working in the wealth management industry since 2021 and enjoys building strong relationships with clients while helping ensure their experience is seamless, personalized, and positive. Kris is an integral part of the team and has played a significant role in its success through her dedication, experience, and commitment to clients. As you may have noticed the matching last names Kris is proud to work alongside her daughter as part of a mother-daughter team. Their shared commitment to helping clients and building meaningful relationships makes working together especially rewarding.
Sophia Neumann
With a background in marketing, mortgage banking, nonprofit leadership, and wealth management, Sophia brings a well-rounded perspective to her role with the firm. She holds two bachelor's degree in Accounting and Marketing with a minor in Finance and oversees business operations, licensing, compliance, and marketing. Her attention to detail and organizational skills help support the firm behind the scenes while ensuring clients receive a professional and positive experience.
Todd Halterman
Todd spent his youth as a firefighter and paramedic and served in the US Navy during Operation Desert Storm and Desert Strike. He knew how to run into burning buildings and save people, but he didn't know how to protect his own grandmothers from financial risk when their spouses died. “I was totally stunned that the systems that should have been protecting them did nothing of the sort. I spent the next two years trying to help my grandmothers get their lives back on track.” What Todd learned would eventually bring him into the business of protecting families – their way of life, their values and their legacies – so that what happened to his family wouldn't happen to others.
Take the Next Step with Alpha 3 Wealth
Have questions or ready to explore your options? Send us a message or explore our services to learn more. We look forward to helping you build a brighter financial future.