Alpha Wealth is an independent and privately held wealth management firm specializing in the management of small business retirement plans, investment planning strategies and asset allocation programs for individuals, family-owned and closely-held businesses. In addition to this service, we are dedicated to developing lasting relationships with all of our clients. We're committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. While founded in July 2012, our advisors manage more than $235 million in assets under management as of July 31, 2019. The principals at Alpha Wealth have more than 65 years of combined experience in the wealth management and finance industries.