Client Stories

Your unique goals, our personalized approach.

AlphaCore’s purpose is to assist clients in navigating diverse financial challenges, tailoring strategies to pursue long-term prosperity therefore empowering clients to achieve their unique goals and objectives. Each illustrative client story embodies our commitment to providing comprehensive, personalized solutions that set us apart from traditional wealth management approaches.
  • MANEUVERING RETIREMENT
  • BUSINESS OWNERS AND EXECUTIVES
  • SECURING GENERATIONAL WEALTH
Problem
The client, the founder of a leading global technology firm, had successfully built his business but desired a significant change in his life priorities. He wanted to spend more time with his children before they left for college, as well as focus on philanthropy. To facilitate this transition, he aimed to dramatically lower the risk of his portfolio for a more stable financial future for his family.
Solution
In working with this client, AlphaCore took a holistic approach, evaluating existing family finances and retirement planning. AlphaCore worked collaboratively with the client's trusted tax and legal experts to create a comprehensive financial plan. This plan included strategies for tax management, philanthropic giving, estate planning and insurance analysis. The plan incorporated alternative investment strategies and asset classes which AlphaCore believes can enhance portfolio diversification and reduce risk, aligning the portfolio with the client's objectives.
Outcome

With the financial plan in place and a portfolio customized to meet the family's specific goals, the client was empowered to focus on what mattered most to him; spending quality time with his children and pursuing philanthropic endeavors. We believe the resulting approach provided more stable returns for the family over multiple generations and ensured the sustainability of their philanthropic giving strategies for decades to come. This client story demonstrates the value of AlphaCore in helping clients align their financial strategy with their life priorities and long-term goals, emphasizing the company's commitment to delivering comprehensive and tailored financial solutions.

These scenarios are illustrative examples based on specific client interactions with AlphaCore advisers and are therefore illustrative and not representative of all client experiences. AlphaCore acknowledges that each prospective client’s circumstance is different and will be reviewed to tailor the services per the client’s needs. Due to various risks and uncertainties, actual events, results or performance may differ materially from those reflected or contemplated in any forward-looking statements. Past performance is not indicative of future results.

Problem
Many successful business owners are accustomed to managing their personal finances due to a lack of trust in other advisors and can often become overwhelmed by the complexities and time commitment of managing their wealth. This is the dilemma an AlphaCore client found himself in after 2022. The challenges of a difficult market, with stocks and bonds performing poorly, left him feeling unsure of how to safeguard his wealth.
Solution
In search of a unique investment approach, the client turned to AlphaCore. Through in-depth consultations about his goals and needs, it became evident that his primary concerns were mitigating downside volatility while creating multi-generational wealth. AlphaCore responded by reallocating and diversifying his portfolio away from a traditional stock-bond allocation. They introduced additional asset classes and strategies such as global macro, long-short equity investing and managed futures. It was AlphaCore’s proposal that such a shift may significantly reduce portfolio volatility and increase potential returns.
Outcome

The client adopted this solution to his financial challenges with AlphaCore's differentiated approach. Working with AlphaCore allowed him to focus entirely on what he does best, managing his company. AlphaCore's commitment to delivering comprehensive and tailored financial solutions made this transition possible, highlighting the role AlphaCore offers to our clients looking for support and guidance to meet their objectives.

These scenarios are illustrative examples based on specific client interactions with AlphaCore advisers and are therefore illustrative and not representative of all client experiences. AlphaCore acknowledges that each prospective client’s circumstance is different and will be reviewed to tailor the services per the client’s needs. Due to various risks and uncertainties, actual events, results or performance may differ materially from those reflected or contemplated in any forward-looking statements. Past performance is not indicative of future results.

Problem
A couple utilizing AlphaCore’s investment services sought a more comprehensive financial plan to assess their entire financial picture. The client was specifically focused on transferring their wealth to the next generation and sought a transition plan that would smoothly shift to their son and grandson over time. The client wished to address the family's unique financial needs and preserve long-term growth potential.
Solution
To tackle this challenge, AlphaCore worked closely with the clients, collaborating with a trusted estate attorney to craft a carefully planned trust for the family. AlphaCore successfully transitioned many of the investments, preserving the portfolio's long-term growth potential for both the son and grandson. They worked directly with the son to provide a deep understanding of the investment portfolio, resulting in recurring portfolio reviews and open communication to address questions and concerns.
Outcome

As a result of AlphaCore's tailored solution, the clients are on a more secure financial path. By addressing the family's specific needs and carefully planning the transition to G2 and G3, AlphaCore facilitated a smooth and effective financial strategy. The ongoing communication and proactive approach contributed to the family's understanding of their investment portfolio and the confidence to navigate their financial future. This story exemplifies AlphaCore's commitment to delivering comprehensive and personalized financial solutions that empower families to achieve their long-term financial goals.

These scenarios are illustrative examples based on specific client interactions with AlphaCore advisers and are therefore illustrative and not representative of all client experiences. AlphaCore acknowledges that each prospective client’s circumstance is different and will be reviewed to tailor the services per the client’s needs. Due to various risks and uncertainties, actual events, results or performance may differ materially from those reflected or contemplated in any forward-looking statements. Past performance is not indicative of future results.

* Indicates a required field

I am interested in learning about the services of AlphaCore Wealth Advisory LLC, an SEC registered investment adviser. By submitting my name and phone number (which I intend and agree will constitute my electronic signature for the purpose of agreeing to this consent), I expressly consent to be contacted by AlphaCore by phone and/or email, even if the number I provide is on a Federal and/or a state "Do Not Call" list. I represent that I am authorized to provide this consent on behalf of the phone number provided and that such consent is given voluntarily. I understand that I am not required to enter into this consent as a condition of purchasing any property, goods, or services.

This consent is effective unless and until revoked by me, which may be done at any time by emailing compliance@alphacore.com, by calling 858-875-4100, or by notifying the representative that calls you.

You may request a copy of this consent or our privacy policy to be emailed or mailed to you by contacting us. Click here to read AlphaCore's privacy policy.

This field is for validation purposes and should be left unchanged.