Removing the Middleman
Alpha 1 Tax & Wealth is not your typical financial advisory. We changed the model for investors with a focus on creating efficiency by eliminating the middleman.
A typical advisory 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, 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.