our Approach

Integrated Planning — Wealth Management + Trust-Based Estate Planning

Led by a CERTIFIED FINANCIAL PLANNER™ professional, we build your investments, tax strategy and trust-based estate plan as a single 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, guided by a trusted CFP® professional who ensures every element aligns with their long-term goals.

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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
• 2–4 reviews per year, plus as life changes.

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Pricing – Which Tier Fits You?

Foundations — Starting at $6,000/year
For professionals and families building wealth
Investment management, proactive tax coordination, retirement planning and a trust-based estate plan (individual or joint) structured around a revocable living trust, pour-over will, powers of attorney, healthcare directives and HIPAA authorization.

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

Private Client — Starting at $20,000/year
For complex wealth and multi-entity structures
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).

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Entrepreneurs & Business Owners

Tax & Exit Planning (QSBS & Liquidity Events)

Qualified Small Business Stock (QSBS) QSBS and exit planning require early, intentional coordination. This engagement is designed for founders preparing for future liquidity events who want to materially reduce taxes, protect ownership and keep more of what they’ve built.

This is planning-led work, coordinated with your CPA and attorney, focused on structuring decisions before liquidity makes them irreversible.

Includes:

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

Pricing:

• Initial Planning: $15,000–$50,000+ (scales with complexity)
• Ongoing Coordination: $7,500–$15,000 per year (scales with complexity and proximity to liquidity events)

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

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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.