Plan Well. Live Well.
At Alpina Financial Consultants, our mission is simple — develop well-conceived solutions and deliver an exceptional client experience.
Wealth Management: Aligning your resources with your most important aspirations
We believe that wealth should be empowering, and we take great pride in our ability to understand our clients at the deepest level and craft customized concepts for consideration. Our multidisciplinary background lends a valuable perspective to the interconnectivity of the world of taxation, advanced planning, and investments. Alpina Financial Consultants serves a broad-spectrum of clientele including:
- Successful families
- Corporate executives
- Business owners
- Institutional clients
Founded in 2009, Alpina Financial Consultants was created with a singular purpose; to provide our valued-clients with independent and transparent wealth management solutions. Over our 30 years of existence, our ability to consistently adapt to the ever-shifting winds of change enable us the ability to help our clients achieve a high-level of fulfillment and financial success.
Born from a legacy of tax and accountancy, Alpina Financial Consultants embraces a truly multidisciplinary approach to serving the needs of our clients. Our holistic approach provides us the opportunity to manage the interconnectivity between the worlds of investing, planning, and taxation in a manner that benefits our valued clientele, providing them with a highly personal plan that is tailored to meet their specific needs.
In service of our sophisticated clients which include successful families, corporate executives, business owners and institutions, we offer the following:
- Comprehensive Planning
- Portfolio Management and Tax-sensitive Investing
- Financial Windfall Planning
- Single Stock Risk Management
- Executive Compensation
- Business Exit Planning
- Risk Management
- Strategic Philanthropic Planning
