Strategic Planning


“A vision is not just a picture of what could be; it is an appeal to our better selves, a call to become something more.”

Rosabeth Moss Kanter


The Alpha team is committed to our core values. We use them as a lens through which all decisions are made. We have a philosophy of servant leadership with an overarching goal of providing a platform for clients and team members to grow and thrive. We believe this lends itself to living more passionate and purposeful lives. For us, maintaining the firm’s culture is paramount to all that we do. 

Once a quarter, our team meets outside the office to focus our energy and unique skillsets on firm initiatives. These are separated into four key areas – Client Experience, Practice Management, Business Development and Human Capital.  Our goal is to continuously innovate and improve efficiencies so that our team is aligned, energized and motivated to provide the most value to our clients’ lives.   

Leveraging each person’s strengths engages each member in Alpha’s strategic vision and aligns with our mission to provide financial peace of mind so that clients can pursue their own passions, dreams and talents.  

The Alpha Team approach, which includes strategic planning and creative collaboration, is beneficial to our clients because as a team we can offer our collective expertise to help guide and monitor each client’s financial plan and investment strategies.