The Alpha 1 Tax & Wealth Difference

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Alpha 1 Tax & Wealth was founded on the belief that investors would be better served if they had the benefit of coordinated advice.

Unfortunately, the financial industry isn’t set up that way and as a result, investors planning for their future are forced to seek the services of unaffiliated professionals. This leads to investment, tax, and estate plans being created in separate vacuums with no coordination between strategies.

As a result of this disjointed process, investors planning for retirement are often left overpaying on taxes. Worse yet, the lack of communication between the various professionals can lead to serious issues that can result in devastating consequences for retirees and their families.

15+

Awards received

500+

Clients served

34

Employees

130+

Custom solutions

Our team of fiduciary professionals includes a network of Certified Financial Planners™, tax accountants, and advisors, with well over 100 years of combined industry experience.

At Alpha 1 Tax & Wealth we decided it’s time to break the mold so we created an environment where retirees can have ALL of their retirement planning needs handled under one roof.

Together, we take wealth management to a whole new level, bringing experts from every planning field to address your concerns for a Retirement Game plan you can rely on with confidence, because we believe that Everything Works Better Together.

We changed the model for investors with a focus on creating efficiency by eliminating the middleman.

A typical advisory firm places your investable assets with an outside wealth management firm, but at Alpha 1 Tax & Wealth, we own the wealth management firm that is actively managed by some of the industry’s most respected Portfolio Managers. A typical advisory uses an outside insurance brokerage for its insurance needs, but at Alpha 1 Tax & Wealth we have our own insurance distribution network so that we can hand select the very best products from the industry’s top-rated insurers.

By eliminating the middleman, we have also reduced the chances of mistakes. At a typical advisory firm, your financial information is being passed around through multiple outside organizations, but at Alpha 1 Tax & Wealth, everything we do is self-contained because we own all of the supporting financial organizations needed to fulfill all of your investment and retirement planning needs.

When everything works together, everything works better

Schedule a FREE consultation with one of our wealth management professionals for insights that can help secure your future!

Complimentary Portfolio Review

Meet Our Team Of Wealth Management Professionals

You know us from the NFL, TV, and radio. We believe when everything works together, everything works better.

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CEO

Tom Raikonnen

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CTO

Timmothy Burns

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Developer

John Mastersson

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Developer

Selby Johnson

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CEO / Partner

Stewart Willis

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Partner

Terrell Davis

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Chief Executive Officer

Bryon Rice

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Investment Advisor Representative & Certified Public Accountant

Gus Skinner

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Chief Financial Officer | Consultant – Foundations Investment Advisors, LLC

Kyle Mann

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Administrative Assistant

Ruth Skinner

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AAMS ® , CRPC - Investment Adviser Representative

Lee Busto

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Operations Manager

Drake Trickey

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Investment Advisor Representative & Fiduciary

Andrew Perry

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Investment Advisor Representative

Josh Park

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Lead Operations Processor

Rebecca Voyzey

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Executive Assistant

Jennifer Busto

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Executive Assistant

Alexandra Blair

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Executive Assistant

Madison de Picciotto

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