Alpha Wealth Management and Planning

10/09/2026

Before the year gets away from us...

October is a good time to review a few financial items: taxes, retirement contributions, charitable gifts, RMDs, and any changes to your overall plan.

Not every strategy makes sense for everyone. The goal is to make sure your decisions work together, rather than looking at each one separately.

We've shared five planning areas to consider in our latest blog: https://www.alphawmp.com/blog.htm

09/11/2026

Today marks the 25th anniversary of September 11, 2001.

For those of us old enough to remember it, we can often recall exactly where we were when we first heard the news.

Today we remember the lives lost, the families forever changed, and the extraordinary courage of first responders and everyday Americans.

As we reflect on that day, let's also remember the spirit and resilience that followed. People came together, supported one another, and put aside many of the things that divided us.

Twenty-five years later, that spirit is worth remembering too.

We will never forget.

07/25/2026

Summer is a great reminder to slow down and look at the bigger picture.

While everyone is watching the markets, now is actually one of the best times to review your retirement plan, taxes, and long-term goals.

When was the last time you updated your financial plan?

We'll start with a conversation, and from there we can craft a custom financial plan based on your situation today and hopes for your future. Review our process and contact us to learn more.

06/29/2026

One of the biggest retirement mistakes isn't bad investing. It's uncertainty.

Over the years, I've noticed something interesting.

Many people who come into my office have saved enough for retirement. Their investments are solid. They've done the hard work.

But they're still hesitant to retire.

Not because they don't have enough money.

Because they're asking themselves questions like:

• What if the market drops?
• Am I spending too much?
• When should I take Social Security?
• How do I minimize taxes?
• Will my spouse be okay if something happens to me?

Those aren't investment questions.

They're planning questions.

A successful retirement isn't just about building wealth. It's about turning that wealth into dependable income, making smart tax decisions, and having a plan you understand and trust.

One of my favorite parts of this profession is seeing the relief people feel when they realize they're actually ready.

Sometimes the greatest value we provide isn't a new investment.

It's the confidence to move forward.

What retirement questions have been on your mind lately?

02/11/2026

Thinking about taking Social Security It's not just about age. Taxes, income needs, your investment strategy, and longevity all play a role. This is exactly the type of decision we help clients think through at Alpha.

Learn the basics about Social Security retirement benefits.

02/07/2026

It's not too late to update your estate plan.

4 Key Estate Planning Documents Everyone Should Consider

02/06/2026

Trusted Financial Advice - Right Here in Santa Rosa
Looking for guidance you can count on? Alpha Wealth Management and Planning has served Sonoma County families for over a decade, offering personalized financial planning, retirement strategies, and investment management.
You can reach us at 707-852-5320
https://www.alphawmp.com/
or email our office manager, Jodi Guntle directly at [email protected] to schedule your complimentary consultation.

Alpha Wealth Management & Planning helps high-net-worth individuals navigate the transition to and through retirement with clarity and confidence.

Our goal is simple: peace of mind, so you can focus on what matters most.

01/02/2026

A Different Kind of Planning as Retirement Nears

The years leading into retirement tend to sharpen priorities.

It’s no longer just about growth. It’s about coordination. Taxes, income, investments, estate planning, and risk start interacting in more meaningful ways.

The beginning of the year is often the right time to step back and ask whether your financial structure truly supports the next phase of life, not just the last one.

If this resonates, you can learn more about our planning approach on the website, or feel free to email me directly if a conversation would be helpful.

Andrei
[email protected]
415-506-4569

12/31/2025

There’s something about the start of a new year that invites reflection.

Not resolutions. Not predictions. Just a chance to pause and ask whether your financial life feels organized, aligned, and intentional.

As we move into 2026, this is a great time to simplify complexity, revisit the big picture, and make sure your plan supports what matters most.

I shared a short piece on why the beginning of the year is such a powerful time for financial planning.

https://www.alphawmp.com/blog.htm

07/26/2025

Trusted Financial Advice - Right Here in Santa Rosa

Looking for guidance you can count on? Alpha Wealth Management and Planning has served Sonoma County families for over a decade, offering personalized financial planning, retirement strategies, and investment management.

You can reach us at 707-852-5320
https://www.alphawmp.com/

or email our office manager, Jodi Guntle directly at [email protected] to schedule your complimentary consultation.