Alpha Wealth Group Email Format
Financial ServicesIllinois, United States2-10 Employees
Alpha Wealth Group is a registered investment advisory firm based in Oakbrook Terrace, Illinois. The firm gathers a small team of financial advisors who focus on helping clients manage and protect their investments while addressing tax and estate considerations, with the aim of increasing net worth and safeguarding a legacy. Serving individuals seeking a multi-disciplinary approach to financial planning, Alpha Wealth Group integrates estate, tax, and investment management to address client needs in a coordinated manner. The company operates within the financial services sector and positions itself as a regional advisory presence offering personalized guidance to its clients. A notable recent development is the firm’s acquisition of Holborn Financial Ltd in September 2021, a move that extended its footprint into the UK.