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Alpha 3 Wealth Management - Meridian

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Eagle, ID
Alpha 3 Wealth Management - Meridian

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Located in Meridian ID, we are independent financial advisors helping individuals and small business owners secure a brighter financial future.

We ensure your money works hard for you, create unique retirement plans, and help you to disinherit the IRS. Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: (ID, OR, AR, CA, MT, UT, WA, WY). Alpha III Wealth Management and Centaurus Financial, Inc. are not affiliated companies.

10/29/2026

Multiple jobs usually means multiple retirement accounts, scattered across old employers and easy to lose track of.

A few things worth knowing:
• Old 401ks can carry higher fees than you realize
• Investment options may be outdated or limited
• Bringing accounts together can simplify your strategy and bring clarity to your goals

If it's been a while since you checked in on these accounts, now is a good time. https://meridian.alpha3wealth.com

10/26/2026

Here's what savvy investors took away from Q3

10/13/2026

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 to build plans around real goals, not old habits.

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

10/09/2026

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 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://meridian.alpha3wealth.com

10/07/2026

Retirement is supposed to be about freedom, not fine print.

Without a plan, taxes can quietly chip away at the nest egg you spent decades building.
The good news?

A few smart moves now can help you keep more of what's yours later.

Read our latest blog to learn more, then download our free Tax Strategies Worksheet to identify planning opportunities. https://www.alpha3wealth.com/blog/tax-smart-retirement-strategies

10/02/2026

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.

Let's have a conversation! https://www.meridian.alpha3wealth.com/contact

10/01/2026

A legacy is more than a number on a balance sheet.

It's the values, the stories, and the lessons that outlast us. Legacy planning helps you pass down more than assets. It helps you pass down purpose.

If it's been a while since you've thought about what you're really leaving behind, now's a good time to start.

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

09/22/2026

If you've changed jobs over the years, there's a good chance you left a 401k or two behind. It's easy to forget, but it's still your money, working somewhere.

Old accounts can come with higher fees, outdated investment choices, or a strategy that no longer lines up with your goals and the freedom you're working toward.

Ready to take a closer look? Let's talk. https://www.meridian.alpha3wealth.com/contact

09/17/2026

Before you officially retire, there are a few big decisions worth thinking through:

• When to start taking income
• How to handle healthcare and Medicare
• What to do with a 401(k) or old retirement accounts
• How taxes will affect your withdrawals
• What your day to day will look like

None of these have a one size fits all answer. That's where a second set of eyes can help.

Schedule A Call Today: https://meridian.alpha3wealth.com/contact/

09/15/2026

Legacy planning isn't just for the wealthy. It's for anyone who wants their story, their values, and their hard work to matter beyond their lifetime.

A few questions worth asking:
• Have you named who inherits what?
• Do your loved ones understand your intentions?
• Is your plan built to adapt as life changes?
If you're not sure, that's exactly where a conversation can help.

Let’s get your legacy back on track: https://meridian.alpha3wealth.com/contact/

Address

3509 W Bavaria Street STE 102
Eagle, ID
83704

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4pm

Telephone

+12089070989

Website

http://meridian.alpha3wealth.com/

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