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Welcome to AlphaCore

The Core Difference Defined.

AlphaCore is innovating wealth management by incorporating both alternative and traditional investments into our clients’ portfolios. We are at the forefront of investment management, collaborating closely with families to achieve their specific financial planning goals. By using cutting-edge technology solutions and high-touch client service, we ensure an unparalleled client experience. Our seasoned experts are the perfect partner to help you shape your family’s financial future.

We give families an alternative way to manage their wealth. 

THAT IS THE CORE DIFFERENCE.

Discover Our Journey

Join our founder, Dick Pfister, as he sits down with iCapital’s Anastasia Amoroso to discuss the innovative ideas that led to the creation of AlphaCore. Gain insights into the visions and strategies at the heart of our firm.

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Come Together

The 2024 AlphaCore Wealth Summit

September 19, 2024, La Jolla, CA

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Featured In

Maneuvering Retirement

Hear how AlphaCore supported a global tech entrepreneur in shifting his focus to family and philanthropy. Through holistic financial planning and custom investment strategies, he reduced his portfolio risk to align with his priorities, ensuring quality time with his children and sustainable philanthropic giving for future generations.

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Business Ownership

Learn how a successful business owner, overwhelmed by managing personal wealth amid 2022's market volatility, partnered with AlphaCore for a differentiated investment approach. Working with Alphacore allowed him to focus entirely on what he does best: running his company, while AlphaCore focused on mitigating downside risk and building multi-generational wealth.

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Securing Generational Wealth

Discover how a couple sought AlphaCore's expertise to develop a comprehensive financial plan for transferring their wealth to future generations. Through collaborative estate planning and tailored investment strategies, AlphaCore successfully facilitated a smooth transition of assets to the family's son and grandson, ensuring long-term growth potential and financial security.

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Diversification to Generate Returns Amid Volatility

with Alphacore Wealth Advisory CEO Dick Pfister

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Ready to take the next step in your financial journey?

Contact us today and let’s discuss how we can help you achieve your financial goals.

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