Grow beyond wealth

At Alpha Wealth Management Group, we believe that wealth management goes beyond numbers and portfolios. Through over 100 years of collective experience working with affluent individuals, families, nonprofit organizations, and institutions, we've learned that every client brings unique circumstances, goals, and values. Our team fosters an understanding of your aspirations and concerns, then builds a financial strategy that aligns with who you are and your goals for the future.

Our approach is goal-based, utilizing finances as a tool to help achieve your long-term wants and needs. We combine customized investment strategies, disciplined asset allocation, and careful risk evaluation to construct portfolios designed to meet your specific objectives while helping you maintain financial stability. Through listening carefully and discussing what truly matters to you, we help you build a financial plan that reflects your vision of success.

Your wealth journey starts with you, and we're here to support it each step of the way. We believe in keeping you informed and empowered, which is why we proactively share market insights and financial education through regular client meetings. Our goal is to help you understand what's happening with your finances and explore the meaningful steps you can take to remain actively involved and well-informed. Together, we can work toward growth that goes beyond wealth.

Your interests first

Our team prides itself on providing financial services, built on a foundation of continuous education and proactive client service. With some members of our team holding the CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst®, Retirement Income Certified Professional®, Certified Portfolio Manager™, and Chartered Life Underwriter® designations, we have the expertise to help guide you toward your financial goals. We believe in developing a strong and trusting relationship to better understand your wants and needs. We are committed to putting your best interests first in every recommendation, every decision, and every conversation. It's not just our standard — it's our commitment to you.

Nationally recognized teammate

At Alpha Wealth Management, we are very proud that financial advisor, Michael Gee, has been recognized as one of Forbes Best-In-State Wealth Advisors in 2026. It’s an honor to have a teammate nationally recognized as one of the best in the industry — because it means we are serving our clients well.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.¹

• Moody's Aa1 and A1 / stable⁴
• Standards and Poor AA- and A/stable⁴
• Fitch Ratings AA+² and AA-³ / stable⁴

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.