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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

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.