ALPHA WEALTH ADVISORS

Alpha Wealth Advisors was founded in response to high net worth clients who were seeking objective investment insights in the aftermath of the financial crisis of 2008. Clients entrust us to develop strategies that preserve and prudently grow their wealth, mitigate overall portfolio risks, minimize tax exposure, reduce fee inefficiencies and monitor post-investment results to ensure that they achieve their long-term goals. We are an independent financial consulting firm committed to providing customized, cohesive investment strategies and other financial solutions for CEOs, family offices and private foundation clients... We focus on clients' investment needs by providing 360-degree investment consulting including asset allocation, portfolio construction, risk assessment, investment strategy evaluations, manager selection, portfolio rebalancing, tax and fee efficiency reviews, investment performance reviews and on-going portfolio monitoring. We do as much or as little as our clients..

Also known as: Alpha Wealth Advisors, LLC

Primary location: Chicago United States