our Approach

Integrated Planning — Wealth Management + Trust-Based Estate Planning

Your investments, tax strategy, and trust-based estate plan are built as one coordinated system. Ownership, control, tax efficiency, and legacy are addressed together—so nothing works in isolation.

Who We Work With
Professionals, business owners, and families who value clarity, structure, and proactive planning—not transactional advice. Our clients want a plan that evolves with their lives, businesses, and future liquidity events.

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How We Work Together

Flat-Fee Wealth Management + Estate Planning

Every ongoing client receives a complete, trust-centered estate plan integrated with their financial strategy.

Includes:

• Investment management aligned to your plan
• Ongoing tax planning and coordination
• Trust-based estate planning and updates
• Retirement and cash flow planning
• Coordination with your CPA and attorney
• Proactive reviews as life changes

[Schedule a Strategy Call]

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Pricing & Tiers

Which Tier Fits You?

Foundations

• Starting at $6,000 per year
• For professionals and families building wealth
• Includes: Investment management, tax coordination, retirement planning, trust-based estate plan (revocable trust, will, POA, healthcare directives)

Strategic Wealth

• $12,000 – $20,000 per year
• For business owners and established households
• Includes: Advanced tax planning, gifting and trust coordination, business/ownership planning, estate strategy aligned to long-term goals

Private Client

• Starting at $20,000 per year
• For complex wealth and multi-entity structures
• Includes: Advanced coordination across entities, liquidity and transition planning, ongoing estate and trust strategy, attorney collaboration for complex cases
• Licensed attorney guidance available for ultra-complex estates (clients engage directly)

[Schedule Your Strategy Call]

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Entrepreneurs & Business Owners

Tax & Exit Planning

Strategic Tax Planning for Business Owners

QSBS and exit planning require early, intentional coordination. Designed for founders preparing for future liquidity who want to reduce taxes and structure ownership before an exit. Planning-led and coordinated with your CPA and attorney.

Includes:

• QSBS eligibility analysis and roadmap
• §351 restructuring considerations
• Ownership, entity, and trust coordination
• Pre-liquidity tax strategy
• Basis tracking and compliance support
• Ongoing coordination through exit

Pricing:

• Initial Planning: $15,000–$50,000+
• Ongoing Coordination: $5,000–$10,000/year until liquidity

Legal drafting and tax filing remain with your attorney and CPA.

[Schedule a Strategy Call]

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Ready to Get Started?

Alpha Wealth combines flat-fee wealth management with trust-based estate planning—so your financial decisions work together with clarity and control.

[Schedule a Strategy Call]