Your Wealth Plan: A personalized blueprint for your prosperity

No matter if your assets have been accumulated over a long career, through an initial public offering (IPO), or from an inheritance, you want to protect those dollars — and put them to work.

Your financial resources help you provide the life you want for you and your family. Continuing to maintain your quality of life — now and in the future — requires an effective plan for managing and growing your financial portfolio.

Your Wealth Plan is the cornerstone of your financial life. It provides you with a comprehensive snapshot of your current financial situation, along with a roadmap to help you achieve your short-term and long-term goals.

It’s important to review your Wealth Plan on a regular basis – that’s because it’s a living document that evolves with you.

YourALPHA CAPITAL’s Relationship Manager will work with you to help ensure your plan reflects your financial priorities and tolerance for risk, even as those change over time. Think of it as a blueprint for your (and your family’s) prosperity.

Consider your goals

To create an effective wealth plan, we’ll help you examine your:

  • Personal and family goals
  • Approach to investing and tolerance for market fluctuations
  • Goals for retirement income
  • Goals for your children’s education
  • Desire to leave a legacy for your beneficiaries
  • Plan to give back to the community
  • Potential tax implications


We work alongside you to help to manage your wealth over the long term.

Finding the right balance in your portfolio to accomplish short- and long-term goals can be complicated. When deciding how much risk to assume and strategies designed to help protect your assets, you’ll need a clear view of your current needs and goals for the future.

Your investing goals

At the heart of your Wealth Plan are your investment goals (think of this as your target investment returns) and your asset allocation strategy (a plan to help you achieve those goals). Your target investment return is unique to you. It aligns your return expectations with your objectives and the amount of risk you’re willing to take to achieve them. Your target return also gives you and your ALPHA CAPITAL’s Advisor a framework to measure your investment performance against your objectives over time – so that you always know where you stand.

The value of a Wealth Plan has become particularly evident in the volatile markets we’ve experienced over the past few years. Your plan gives you the discipline to stay the course, whatever the markets are doing. Ultimately, what matters most is not necessarily outperforming the capital market returns at any given moment, but achieving the returns you need to meet your goals.

The benefits of personal wealth management

Smart strategies for personal wealth management can help you:

  • Potentially reduce the amount of taxes you owe
  • Make the most of the return on your portfolio
  • Limit the impact of inflation
  • Use credit strategically
  • Minimize your financial liabilities
  • Avoid unnecessary risks


When you need to make the transition of your wealth, we start with you. Once we know you better, we’ll help you to build a solid financial foundation and implement it in the way that suits you best, so you can do the things you love to do.

ALPHA CAPITAL is committed to maintaining and growing your wealth and our investment solutions are designed with your best interests in mind. Our philosophy is to focus on the results as well as creating a plan that will engage you and help you sleep easily at night.

After years of working hard to build and maintain your wealth, it may be time to consider the next step.

You may want to explore giving a substantial amount to meet your philanthropic goals, or make the most of the wealth you pass on to future generations. If you own a business, it might be time to prepare for an eventual sale or transfer.

Align transition planning with your goals

Smart strategies for transitioning your wealth can help you:

  • Determine the current value of your assets
  • Identify tax-efficient options to transfer wealth and property
  • Ensure that your wishes are carried out for future generations
  • Direct and document how you would like assets divided among your beneficiaries