Andrew F. Kotyuk and Dr. Jim Estes
started Alpha Wealth Management in 2011 to provide wealth and financial advice across all aspects. They were driven in no small part to create Alpha by their intense dissatisfaction with traditional wealth management providers: private banks, financial services firms, trust companies, etc. Though great advisors existed within those institutions, the institutions themselves had grown into a hub for the distribution of financial and investment products sold under the guise of advice.
Alpha Wealth Management is a Registered Investment Adviser and was founded by Andrew F. Kotyuk and Dr. Jim Estes in 2011. Our alliance with Charles Schwab as our firm’s primary custodian provides a state of the art platform allowing us to offer wealth advice and financial management services across all aspects.