Alpha 3 Wealth Management

About Us

For over 35 years, A3WM has served Spokane Valley and Coeur D'Alene, ID, with comprehensive financial and retirement planning. As a Veteran-Owned firm, we are Freedom-Focused, empowering clients to take control of their financial future with confidence.

Our core principles guide everything we do:

Vision: Crafting strategies to enhance lives, secure families, and preserve legacies.
Integrity: Providing honest, client-centered advice for long-term goals.
Purpose: Educating and supporting clients to navigate a changing world.
Our shield logo reflects safety and protection, while "Alpha" and "III" embody leadership and our mission pillars. From wealth management to tax mitigation, we deliver actionable solutions, protect wealth, and provide the VIP experience so clients can achieve their dreams.