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About Alpina Financial Consultants

At Alpina Financial Consultants, we’ve been delivering independent wealth management and financial planning solutions since 2009, with a clear mission: to provide personalized, transparent, and client-first financial guidance that empowers you to live life on your terms. With over 30 years of combined experience, our multidisciplinary team offers holistic wealth management that aligns your financial resources with your most meaningful goals. We serve high-net-worth individuals, families, business owners, corporate executives, and institutions with tailored strategies that integrate investment management, tax planning, and advanced financial solutions. Founded on a legacy of tax and accounting expertise, Alpina offers a unique, integrated approach to managing the complex intersection of wealth, taxes, and legacy. Our goal is to simplify your financial life while helping you plan confidently for the future. Our Services Include: - Comprehensive Financial Planning - Tax-Sensitive Portfolio Management - Windfall and Liquidity Event Planning - Single Stock Risk Management - Executive Compensation Strategies - Business Exit & Succession Planning - Risk Management & Insurance Coordination - Strategic Philanthropic Planning

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