Strategic Wealth

Partner. Perform. Protect.

What is Strategic Wealth?

You’ve enjoyed a successful and lucrative career over the years, creating a comfortable life for you and your family. You’ve invested wisely and made decisions that have significantly grown your wealth. Maybe retirement is getting closer every day, and that has you thinking about how you’d like to live when that day comes, or you are already there and are considering what you’d like to experience and how you might leave a legacy for your loved ones. You know there are vital decisions to make to bring your retirement reality to life. Your needs and concerns have evolved as you transition to your next chapter of life. Perhaps you have an advisor who has gotten you to this point, or you’ve managed the investments independently. Regardless, you need to thoroughly explore and evaluate how to tackle the significant issues retirement presents.

Planning for your version of retirement

you are not alone

How Can We Help?

You’ve accumulated significant wealth and know much more must be done. Sure, your investments are still top of mind as you consider how to continue growing and protecting the considerable nest egg you’ve built. Today, you need a guide to help you understand how to accomplish these goals while considering how you’ll transfer your wealth when the time comes. You may be thinking about:

1. Preparing for Retirement

There are many things investors want to do in retirement. It may be traveling, buying a vacation home, or pursuing a hobby you just didn’t have time for during your working years. Yet the question that looms in everyone’s mind, no matter the size of the portfolio, is whether you’ll have enough money to pursue your dreams. Alpine works with strategic wealth clients, leveraging our value investing philosophy to ensure your portfolio is appropriately structured to achieve the growth and protection you need.

2. Building an Estate Plan

Strategic wealth clients have accumulated significant wealth, yet many are determining the best way to develop an estate plan and how that plan fits in with your overall wealth plan. Without a proper estate plan, heirs can be left with little to no rights over loved ones’ assets and will likely face hefty tax bills and legal fees to untangle everything. For those who have worked so hard to build wealth, the thought of a disorganized and inefficient wealth transfer is heartbreaking. That’s why Alpine partners with your legal and tax teams to develop a plan to fulfill your wishes and protect your assets.

3. Guidance for Overall Financial Decisions

At this stage of a client’s wealth accumulation, your financial life consists of much more than a bunch of investments and bank accounts. Many factors are at play, and decisions are made about how to invest for retirement, advanced methods of protecting assets against risks, and how expenses may impact what investors are looking to experience in retirement. The Alpine model of value investing and customized client service provides the guidance you need.

4. Seeking Greater Investment Strategy and Service

Strategic wealth clients have been very successful in accumulating wealth. Perhaps you've worked with an advisor who has already retired, only to see the relationship transferred to someone new. Or maybe you have a long-time advisor who has become a friend, but it is becoming clear that you have outgrown their strategy. While the relationship may be fine, you may need a more sophisticated and new investment option at this stage of life as your needs and concerns evolve. Alpine’s philosophy provides a sound fundamental foundation for investment strategies based on value investing for performance and protection for investors who want and need more. Additionally, the firm’s commitment to building deep relationships means you will receive an elevated level of personalized service at this critical point in your wealth journey.

Wealth isn’t about numbers; it’s about a feeling. A feeling of confidence, stability, protection, and connection.

Those feelings drive us here at Alpine. They’re rooted in our philosophy and guide everything that we do. It’s who we are, and you’ll see it in every article and commentary we write.

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October 30, 2024

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September 13, 2024

Market Commentary, Strategic Wealth

Considering Collectibles During the Estate Planning Process

August 6, 2024

Emerging Wealth, Family Office, Strategic Wealth

Borrowing from the Future – Q2 2024

July 14, 2024

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Key Topics to Discuss with Your Children About Generational Wealth

May 9, 2024

Strategic Wealth

Questions & Answers

Am I a Good Fit for Alpine Private Wealth?

Alpine Private Wealth views wealth management differently. A different approach delivers different results. Alpine serves individuals and families who have realized that their level of wealth now requires complex processes to maximize investment returns and, perhaps more importantly, the appropriate structure of their overall wealth. Alpine works to bring our clients peace of mind by offering value-based investing that requires strategic planning and a high level of client service. We enhance our customers’ lives by growing and protecting their wealth. Our focus and philosophy best suits clients in emerging wealth, strategic wealth, and family office. We welcome the opportunity to talk with you in determining if a relationship with Alpine is the right fit.

What Can I Expect During My First Meeting With Alpine Private Wealth?

Our initial meeting aims to get to know you and your family, business, concerns, aspirations, and more. We value the opportunity to have an in-depth conversation about what peace of mind and quality of life mean to you and your family so we can put together a strategy that matches your vision. We also want you to learn more about Alpine, what we’re passionate about, our investment philosophy, and more to ensure that we’re a mutually beneficial fit for your wealth management needs.

How Often Will I Meet With My Advisor?

The simple answer is as often as you want. After the first year as part of the Alpine client family, most clients find that a formal, annual wealth management review, in addition to quarterly calls, meets their needs. We’re invested in your portfolio’s success; our advisors will proactively contact you every three months for a brief status overview. However, many of our clients interact with our team of advisors and client service associates weekly. Your unique needs dictate the level of contact you will have with us.

Who Should Attend Our Meetings?

Depending on your circumstances, those required or suggested for meeting attendance may vary. However, it is typical for family decision-makers to attend annual wealth management reviews. Your Alpine advisor will often work with your estate planning attorney and tax professionals and may request their attendance at specific meetings. Having adult children attend is also an appropriate course of action for some families.

How Will Our Relationship Work?

Relationships are crucial to who we are and how we work with our clients. Your primary contacts will be your advisor and private client associate, who will work with you to establish routine communication preferences and subsequent meetings. However, we can tailor our relationship based on your needs and expectations.

Is Alpine Private Wealth a Good Fit for Me?

We understand that choosing an advisor in wealth management can be overwhelming, but if you are looking to explore value investing as a long-term strategy, Alpine may be right for you. Working as your fiduciary, Alpine Private Wealth serves a select client base looking to grow and protect their capital and manage their wealth by leveraging a disciplined process that maximizes return potential while minimizing risk. We prioritize the best interests of your investment and ensure they meet your goals. Suppose you are looking for an objective partner that employs an alternate, sophisticated investment approach for complex financial situations. In that case, Alpine welcomes the opportunity to discuss your needs and goals to determine if we fit you best.

How Does Alpine Private Wealth Get Paid?

A fee on the assets Alpine manages and advises is called an AUM fee (assets under management). Our fees range from 0.60% on separately managed equity strategies to 0.35% on fixed-income portfolios, accounts that utilize ETFs and mutual funds, and accounts that use the ACR Limited Partnership opportunities. For very complex relationships, alternative fee arrangements are often structured. Transparency is essential, and we outline our fees and provide a fee schedule that works for your situation.

Learn more here.

What is the Best Solution for Me?

The best solution for any investor is one that allows them to live the life they want, free of any worry about money! Our overarching goal is to make your life easier and free you of the day-to-day concerns about your wealth.

What Information Do I Need to Bring to My First Appointment?

First meetings are primarily introductory. We want to get to know you, what is unique about your situation, and confirm Alpine is the best fit for your financial goals and aspirations. Consequently, nothing else is required. Based on our initial meeting, we will follow up with an email requesting specific information that will allow us to assess your needs and objectives more fully and completely.