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PLAN WELL. LIVE WELL.

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

For over 30 years, the investment professionals at Alpina Financial Consultants have drawn from their life experiences as entrepreneurs, homeowners, parents, caregivers and community volunteers to shape our firm's philosophy and values.

We continue to grow in this tradition: by listening, understanding and responding to the needs of our clients' busy lives.

The focus of our wealth management practice is to provide individualized, personal attention to our clients. All services including financial, estate, and tax planning as well as portfolio management are customized according to your specific needs by our team of seasoned professionals. Our clients include successful families, corporate executives, business owners, and institutions.

Contact an Alpina professional today and find out how we can help you preserve what took a lifetime to create.

Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.