Empowering Financial Futures
Discover Alpha 3 Wealth's Approach
At Alpha 3 Wealth, we are committed to delivering unparalleled financial guidance, driven by our core values of integrity, dedication, and service.
Our Mission and Vision
Alpha 3 Wealth is dedicated to empowering our clients through personalized financial strategies that honor our veteran-owned heritage. Our mission is to provide exceptional financial services that prioritize the unique needs of each client, ensuring their financial well-being and success. Our vision is to be a trusted partner in financial growth, leveraging our military precision and discipline to deliver results. As a veteran-owned firm, we are deeply committed to serving our community with honor and integrity.
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
Career
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Our Journey Through Time
Explore the pivotal moments that have shaped Alpha 3 Wealth into a trusted financial partner for our clients.
'10
Foundation of Alpha 3 Wealth
Alpha 3 Wealth was established with a vision to provide personalized financial strategies, emphasizing integrity and transparency.
'13
Expanding Our Services
Introduced comprehensive retirement planning services, helping clients secure their financial futures with confidence.
'17
Veteran-Founded Recognition
Received official recognition as a veteran-founded business, reinforcing our commitment to discipline and service excellence.
'21
Client-Centric Innovations
Launched cutting-edge digital tools, enhancing client engagement and streamlining financial management processes.
What Our Clients Say
★★★★★
"Alpha 3 Wealth has transformed my financial outlook. Their expert guidance and personalized approach are unmatched."
John D.
Retired Veteran
★★★★★
"The team at Alpha 3 Wealth truly understands the needs of their clients. Their dedication to service is evident in every interaction."
Sarah L.
Small Business Owner
★★★★★
"Choosing Alpha 3 Wealth was the best decision for my financial planning. Their veteran-owned ethos resonates deeply with me."
Michael R.
Entrepreneur
