Alpha Wealth Strategies, LLC

Alpha Wealth Strategies provides investment consulting, discretionary portfolio management and segmented financial planning to individuals, high‑net‑worth clients, trusts, estates and IRAs. The firm manages roughly $220 million for about 36 client relationships, does not accept engagements for standalone financial planning, and generally requires $5 million to open a new advisory relationship.

The firm implements long‑term, mean/variance optimized asset allocation models and generally avoids market timing or tactical allocation moves, using separate‑account managers, open‑end mutual funds and—recently—exchange‑traded funds to construct portfolios. It favors institutional, actively managed funds and selected money managers for day‑to‑day security selection while excluding alternatives, leveraged or derivative strategies and routine individual stock or bond selection (Treasuries excepted if requested).

Compared with many peers, the firm’s client roster is unusually small and concentrated by asset size, reflecting a high‑touch, fee‑only fiduciary model overseen by principals with extensive professional credentials and involvement in industry fiduciary standards. The firm also provides occasional litigation support and expert‑witness work, emphasizes quarterly manager monitoring and formal investment policy statements, and prefers custodial and institutional platforms that grant access to multi‑manager institutional funds.