Alpha 3 Wealth Management

Alpha 3 Wealth Management Looking for a financial advisor in Coeur d’Alene, Hayden, or Spokane Valley? Veteran-owned & Trusted.

Alpha 3 Wealth Management has over 35 years of experience helping families with retirement planning, wealth management, and tax-efficient strategies.

Our very own John Adams, CFP®, CDFA® was recently recognized as a member of the Dunham Advisory Board while attending an...
06/09/2026

Our very own John Adams, CFP®, CDFA® was recently recognized as a member of the Dunham Advisory Board while attending an advanced financial and estate planning conference in San Diego. This recognition reflects our commitment to delivering exceptional retirement, financial, estate, and wealth planning services to the families and investors we serve. Alpha 3 Wealth Management is always grateful for the trust our clients and community place in us, and proud of the work our team does every day to help clients pursue their financial goals with confidence.

Thank you to our clients, team, and industry partners for your continued support. We remain dedicated to providing personalized advice, thoughtful planning, and a high level of service for every client relationship!

Most people developed their financial plan at a specific moment in life. A job change. A big move. A transition they nee...
06/09/2026

Most people developed their financial plan at a specific moment in life. A job change. A big move. A transition they needed help navigating.

But life keeps moving, and a plan that made sense five years ago may not reflect where you are now.

Here are five signs it might be worth a fresh look:

1. Your life has changed significantly
2. You're not sure how your advisor is compensated
3. Your plan hasn't been reviewed in a while
4. A major transition is coming
5. Something just feels off

If any of this sounds familiar, we're happy to take a straightforward look.

Start with a simple conversation: https://www.alpha3wealth.com/contact

This Comm-UNITY event is about Life Giving Support! Come join the family fun this weekend!
06/09/2026

This Comm-UNITY event is about Life Giving Support! Come join the family fun this weekend!

For the past six years, my family has proudly supported the Boise Rescue Mission through the Kevin Miller Show’s “Miller...
06/02/2026

For the past six years, my family has proudly supported the Boise Rescue Mission through the Kevin Miller Show’s “Miller’s Mission” donation drive on local radio.

This incredible organization provides food, shelter, counseling, and hope to more than 500 people every single day. The Boise Rescue Mission has truly changed the lives of thousands of individuals and families who were going through difficult times and needed a helping hand. We believe in the Mission’s work and the impact it continues to make throughout our community. We are honored to support such a meaningful cause and will continue donating each year.

No matter what organization or cause is close to your heart, I encourage everyone to find ways to give back and support those in need. Even small acts of generosity and kindness can make a tremendous difference in the lives of others.

-Scott Finnegan

Most people spend years focused on the number. Far fewer spend time thinking about what their days will look like once t...
05/29/2026

Most people spend years focused on the number. Far fewer spend time thinking about what their days will look like once they stop working.

Work gives people more than a paycheck. It gives structure, purpose, and a sense of identity.

When that goes away, even for people who are financially ready, the transition can feel disorienting.

The families who handle it best are the ones who thought it through ahead of time.

What does a normal Tuesday look like? What gives your weeks shape and meaning?

A good financial plan gets you to retirement. Thinking through the rest is what makes it worth it.

Read our full retirement guide: https://www.alpha3wealth.com/blog/are-you-ready-to-retire-in-north-idaho

Tax season is behind you. The second half of the year is still ahead. That's a window worth using.Most families skip the...
05/27/2026

Tax season is behind you. The second half of the year is still ahead. That's a window worth using.

Most families skip the mid-year financial check-in. Not because they don't care, but because no one told them it was worth doing.

Here are 6 things we're walking North Idaho families through right now:

1. Portfolio alignment
2. Retirement contribution pace
3. Tax withholding accuracy
4. Beneficiary designations
5. Insurance coverage
6. Estate plan review

You don't have to tackle all six at once. But picking one or two you haven't looked at recently? That's a good place to start.

Read more about the 6 things worth doing here: https://www.alpha3wealth.com/blog/mid-year-financial-checklist-north-idaho

With Memorial Day approaching, we want to pause to remember and honor those who made the ultimate sacrifice for our coun...
05/24/2026

With Memorial Day approaching, we want to pause to remember and honor those who made the ultimate sacrifice for our country.

Please note our offices will be closed on Monday in observance of Memorial Day. We’ll be back on Tuesday, ready to serve you.

Wishing you a meaningful weekend spent with the people who matter most.

This surprises a lot of families, especially those who moved here from Washington.Idaho taxes IRA withdrawals, 401(k) di...
05/22/2026

This surprises a lot of families, especially those who moved here from Washington.

Idaho taxes IRA withdrawals, 401(k) distributions, and Social Security above certain thresholds.

Over a 20-year retirement, that adds up.

The good news: Idaho is still one of the better states in the West to retire in. That is, when you plan for it correctly.

How you structure your withdrawals can make a real difference in how much of your own money you actually keep.

If you have not looked at this yet, now is a good time.

Take a look at our blog: https://www.alpha3wealth.com/blog/are-you-ready-to-retire-in-north-idaho

Not all financial advisors are required to act in your best interest.Some are fiduciaries, legally required to put you f...
05/19/2026

Not all financial advisors are required to act in your best interest.

Some are fiduciaries, legally required to put you first.

Others follow a suitability standard, meaning recommendations just have to be “good enough.”

The difference matters, especially when it comes to:

• Investments
• Insurance
• Retirement income

We operate as fiduciaries. Our responsibility is to you, always.

Read more in our blog: https://www.alpha3wealth.com/blog/the-fiduciary-difference

Market volatility gets all the attention. These three tend to catch people off guard.1. A market drop right after you re...
05/15/2026

Market volatility gets all the attention. These three tend to catch people off guard.

1. A market drop right after you retire can do lasting damage. You’re selling low with fewer shares left to recover.

2. A 65-year-old couple today has about a 50% chance one of them lives to 90. Your plan needs to last as long as you do.

3. Long-term care costs are not covered by Medicare, and they are not small.

None of these are hard to plan for. They just require actually planning for them.

Start here: https://www.alpha3wealth.com/blog/are-you-ready-to-retire-in-north-idaho

Address

162 E. Hayden Avenue
Coeur D'alene, ID
83835

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3:30pm

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