Brave Family Advisors Has Joined AlphaCore Wealth Advisory.

The Brave team you know and trust is now part of AlphaCore, aiming to bring greater depth, resources, and specialized support to the personalized family office experience you already value.

CLIENT LOGIN

LEARN MORE ABOUT THE ACQUISITION

Vision

Two firms.
One shared vision.

Built on a multi-year relationship grounded in trust. 

Brave and AlphaCore share a commitment to enduring relationships, personalized advice, and helping families navigate the complexities that come with wealth.

“Beyond its regional presence, Brave stood out for its tenured advisory team, deep client relationships, and shared commitment to providing a high-touch, boutique experience, closely aligning with AlphaCore’s client-first philosophy. Pfister added, “Brett, Scott, and their team have built an exceptional business serving the types of clients we know best, and their addition elevates both our advisory talent and planning capabilities.”

Dick Pfister

Founder and CEO, AlphaCore

“From our earliest conversations, it was clear that AlphaCore shared our philosophy on both clients and culture,” said Morrison and Haire. “Our team has always focused on building strong relationships and helping families navigate the opportunities and challenges that come with wealth. AlphaCore’s commitment to clients, collaborative culture, and deep bench of resources made it the right fit for our team and the families we serve.”

Brett Haire, Jr.

Co-Founder, BRAVE Family Advisors

Services

Your Trusted Services Expanded

Your Brave team will continue providing the investment management and family office guidance you know, now supported by AlphaCore’s in-house tax, investment research, private markets, and planning resources.

In-House Tax Strategy & Preparation

Access to AlphaCore’s in-house team for coordinated tax strategy and preparation.

In-House Investment Research

Your Brave advisors are supported by AlphaCore’s in-house research team, with dedicated coverage across traditional, alternative, and private markets.

Trust & Estate Coordination

Coordination of trust and estate considerations with your broader financial plan, family priorities, and outside professionals.

Family Governance

Support for family decision-making, next-generation education, and the responsibilities that come with significant wealth.

Alternative And Private Market Investment Access

Expanded access to traditional, alternative, and private market investment opportunities supported by in-house research.

Philanthropic

Planning to help align your charitable giving with your values, family legacy, and long-term impact.

LEARN MORE

A Community Built Around Your Wealth

What You Can Expect as an AlphaCore Client

As a new AlphaCore client, you become part of a community designed to support more than your portfolio. Our goal is to surround you with the people, ideas, and resources that help strengthen your financial life today and for generations to come.

Annual Flagship Event

The AlphaCore Wealth Summit

October 1, 2026

Conrad Prebys Performing Arts Center

La Jolla, California

Join investors, innovators, entrepreneurs, and industry leaders for conversations on technology, markets, innovation, and the ideas shaping what comes next.

Enter the Summit

Still Have Questions?

SEND US A MESSAGE

Are you an AlphaCore Client?

Yes

First Name

Last Name

Email Address

Phone Number

Please read the following terms and conditions (“Terms and Conditions”) carefully before using this Web site (“Site”).

AlphaCore Wealth Advisory, LLC is an investment advisor firm located in La Jolla, California. AlphaCore Wealth Advisory, LLC and its investment advisor representatives are in compliance with the current registration requirements imposed upon registered investment advisor firms by those states in which we maintains clients. AlphaCore Wealth Advisory, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Important information describing AlphaCore Wealth Advisory, LLC’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. AlphaCore Wealth Advisory, LLC will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request.

This Site is published in the United States for residents of the United States. AlphaCore Wealth Advisory, LLC is not soliciting business in international jurisdictions where it is not registered.

Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by AlphaCore Wealth Advisory, LLC) made reference to directly or indirectly by AlphaCore Wealth Advisory, LLC in its Web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including investment strategies detailed on this Web site by AlphaCore Wealth Advisory, LLC) will be either suitable or profitable for a client’s or prospective client’s portfolio and may result in a loss of principal. Accordingly, nothing on the AlphaCore Wealth Advisory, LLC Web site should be constructed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. AlphaCore Wealth Advisory, LLC does not render or offer to render personal investment advice or financial planning advice through our Web site. AlphaCore Wealth Advisory, LLC’s specific advice is given only within the context of our contractual agreements with each client. The AlphaCore Wealth Advisory, LLC Web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Advice may only be rendered after delivery of the Form ADV disclosure brochure and the execution of an investment management agreement by the client and AlphaCore Wealth Advisory, LLC.

Our Web site is provided to you without charge as a convenience and for your information only. By providing access to our Web site content, we do not warrant or represent that:

The content is accurate or complete;
The content is up-to-date or current;
We have a duty to update any content;
The content is free from technical inaccuracies or typographical errors;
Your access to our Web site will be free from interruptions, errors, computer viruses, or other harmful components.

We do not assume any liability for these matters. In other words, you use our Web site at your own risk. Under no circumstances, including but not limited to negligence, shall we be liable for any direct or indirect, special, incidental or consequential damages. This includes loss of data or profit arising out of the use or the inability to use the content of this Web site, even if one of our representatives has been advised of the possibility of your damages. Some jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages. In such jurisdictions, our liability is limited to the greatest extent permitted by law.