Emerging 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.

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.

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.

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.

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.