At Alpha we take the burden of managing the financial details so you can focus on living a vibrant life. We help identify how your wealth will serve you in pursuing your unique purpose and passions. Every financial plan we design is predicated on the discovery of individual goals and identifying what you value most. We combine our expertise and experience to implement innovative strategies that are tailored for your success.
Services
We strive to provide financial peace of mind by delivering tailored objective advice designed to give clients the confidence to pursue their own passion, dreams and talents. At Alpha, we firmly believe that it all starts with having a clear vision of your unique goals. With this clarity, we combine objective advice and experience-led execution to bring the collective vision to life.
The Alpha Team is comprised of a dynamic mix of diverse disciplines and backgrounds. It is our highest priority to attract and invest in the absolute best talent so that we can, as a collective team, add significant value for our clients. Our team approach, including strategic planning and creative collaboration, results in greater effectiveness and efficiencies, allowing our clients to benefit from everyone's unique talents.
We believe collaborative planning has the power to improve lives by supporting dreams with wisdom and disciplined implementation. Financial prioritization through goal setting allows clients to live more empowered lives of purpose, significance and fulfillment by using their wealth to make positive differences in the lives of family, friends, community, and society.
As a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA), Ann is uniquely qualified to understand complex issues surrounding effective financial, estate and tax planning. Ann enjoys designing and implementing customized financial plans that provide clarity for clients. She believes it is paramount that recommended solutions align with each client's unique vision, values and goals.
As a CERTIFIED FINANCIAL PLANNER (CFP), NAPFA-Registered Financial Advisor, and Certified Trust and Financial Advisor (CTFA), Janice thrives on helping people to live their best life. She believes in enjoying all that life has to offer by balancing the present financial experiences with saving for future retirement.
Reviews (3)
Joshua Eboh
May 25, 2021
Report
I was a previous client of this group. I decided to disassociate after I found some major discrepancies that could not be ignored. I have some recommendations for current and prospective clients. If you work or intend on working with this group, I'd suggest a revision of all agreements entered into with this organization, especially those relating to how and what accounts fees are based on. Regulations and guidelines for financial/ investment advisors are always changing, so I recommend having those documents reviewed by a knowledgeable third party for correctness and validity. Confirm access to
Christopher Baker
Jan 09, 2019
Report
I spoke with John Gugle today and found him to be not only incredibly helpful but also personable and highly engaging. John helped me decide that I may need services that Alpha cannot provide me at this time, and in so doing gave me specific recommendations and contacts for people and businesses who could assist me. (I would be remiss if I didn't say, in response to the review below, the minimum investment needed for my specific circumstance was not $1 million or anything close to that figure). I look forward to working with John and Alpha in the future when my needs and their services do better
C. Rick
Nov 16, 2017
Report
I had to respond to the other feedback. Been with Alpha as a client for over 2 years and started out with a small investment and they have done a great job in helping us in our journey to retirement. There most likely a minimum investment but it was never brought to our attention but ours was under $1m to start out.
