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.

September is Life Insurance Awareness Month, a good reminder to check in on something most of us set up once and never l...
09/23/2026

September is Life Insurance Awareness Month, a good reminder to check in on something most of us set up once and never look at again.

Life insurance isn't about the fine print. It's what keeps the mortgage paid, the kids in school, and your family's plans on track if your income suddenly wasn't there.

This month, we're breaking down how it works, the 4 main types, and a simple way to think about how much coverage you need.

Read the full guide: https://www.alpha3wealth.com/blog/life-insurance-awareness-month

Good financial advice starts with understanding where you live and what matters to you.For more than three decades, our ...
09/22/2026

Good financial advice starts with understanding where you live and what matters to you.

For more than three decades, our team has helped families across North Idaho plan for retirement, protect their savings, and build a future they can count on.

Local roots. Real relationships. A plan built around your life here in North Idaho.

Discover the Value of Local Expertise: https://www.alpha3wealth.com/blog/local-north-idaho-expertise

We moved to Idaho in the early summer of 1982, settling in Stanley for the summer before heading down to Boise before th...
09/18/2026

We moved to Idaho in the early summer of 1982, settling in Stanley for the summer before heading down to Boise before the snow started to fly. By the summer of 1983, we were back in Stanley with our two-year-old daughter and newborn son, living in a 20-foot travel trailer. Our son’s first “bed”? The bottom drawer of a dresser. Those were the days!

Eight years ago, we made another big move, this time to live just a block and a half from our three grandsons. Is family important to all of us at Alpha 3? Absolutely. Why else would we leave beautiful Idaho and move to the exact opposite side of the country?

We recently returned from bringing the boys to Idaho for 2½ weeks. The heck with their parents…we just wanted the boys!

We sat on the fence outside the chapel in Stanley with the Sawtooths as our backdrop. We hit the state fair, visited the “Smurf Turf” at BSU, and packed in as much Idaho as we could.
And then there was the whitewater rafting trip on the Payette. Not five minutes after our youngest grandson asked, “PawPaw, have you ever fallen out of the raft?”, over the side I went in a Class III rapid.

I found myself bumping my head, on the bottom of the raft, while my wife wondered if I was ever going to pop back up. No, that’s not the picture, but it could have been! So what’s the point of all this?

Family.

The love of family and the desire to care for and provide for them is one of the greatest motivations in our lives. And at Alpha 3, we know that’s true for so many of the families we have the privilege of serving as well. At the end of the day, family is the “why” behind so much of what we do.


Peter Wierenga

A few questions worth sitting with:• Your portfolio has not changed in years, even though your life has.• You check your...
09/18/2026

A few questions worth sitting with:

• Your portfolio has not changed in years, even though your life has.
• You check your accounts and feel more nervous than confident.
• You are not sure how much of your money is exposed to the market versus protected.

Sound familiar? A quick portfolio review can show you exactly where you stand and what, if anything, needs to change.

We work with families across Coeur d'Alene, Hayden, and the greater North Idaho area to build plans around real goals, not old habits.

Schedule a call to see where you stand: https://www.alpha3wealth.com/contact

Not sure what comes next? When everything feels important, knowing what to do first can be challenging. Here’s how to id...
09/15/2026

Not sure what comes next? When everything feels important, knowing what to do first can be challenging. Here’s how to identify your priorities and find a clear path forward.

Financial decisions can feel overwhelming. Let’s simplify what comes next.

Big news from the Alpha 3 Wealth Management family!Kaitlyn Peters is stepping away from her role with us to focus on the...
09/11/2026

Big news from the Alpha 3 Wealth Management family!

Kaitlyn Peters is stepping away from her role with us to focus on the best job there is: full-time mom. Kaitlyn recently welcomed a new baby and has decided to be a stay-at-home mom to her two boys as they grow.

We are so happy for Kaitlyn and so grateful for everything she brought to our clients and our team.

Please join us in wishing her and her family all the best in this exciting new chapter!

Your financial plan should reflect the place you call home.From Coeur d'Alene to Sandpoint, we understand the community,...
09/08/2026

Your financial plan should reflect the place you call home.

From Coeur d'Alene to Sandpoint, we understand the community, the seasons, and the goals that matter most to families here in North Idaho.

Local expertise means advice that fits your life, not a generic formula built for somewhere else.

See Why Local Expertise Matters: https://www.alpha3wealth.com/blog/local-north-idaho-expertise

Happy Labor Day! Wishing you a long weekend filled with time to relax, recharge, and enjoy the people who matter most.We...
09/07/2026

Happy Labor Day!

Wishing you a long weekend filled with time to relax, recharge, and enjoy the people who matter most.

We will be closed today in observance of Labor Day. We’ll be back in the office Tuesday, September 8.

Have a safe and happy Labor Day!

It's easy to make money choices on autopilot. But small decisions today, how you spend, save, and invest, can add up to ...
09/01/2026

It's easy to make money choices on autopilot.

But small decisions today, how you spend, save, and invest, can add up to a big impact on your future.

If you're not sure whether your current path is setting you up for success, now is a great time to find out.

Read our latest blog to learn more: https://www.alpha3wealth.com/blog/financial-decisions-helping-or-hurting

Markets move. That is not new. The real question is whether your portfolio is built to handle those moves, or just along...
08/28/2026

Markets move. That is not new.

The real question is whether your portfolio is built to handle those moves, or just along for the ride.

A lot of North Idaho investors are carrying more risk than they realize, often left over from a plan that made sense years ago but has not been reviewed since.

If it has been a while since your investments matched your actual goals, now is a good time to check.

Schedule a Call https://www.alpha3wealth.com/contact

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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