Pursue what matters most Confidence for today, tomorrow and generations to come

Alpha Wealth Consulting Group James R. Oplt, James C. Spooner, Trevor L. Shaner, Scott M. Jackson, Amanda J. Jackson, Kathleen Ann Hendershott

From left to right:
Kathy Hendershott, Jymm Oplt, Amanda Jackson, Scott Jackson, Trevor Shaner, Jim Spooner

Alpha Wealth Consulting Group


phone

515-222-0585



phone

855-488-1467





address

5465 Mills Civic Parkway
Suite 301
West Des Moines, IA 50266



Understanding your life and what you want to accomplish is important to how we work together. UBS Wealth Way is an approach we take that starts by focusing on what’s most important to you. Then, we can organize your financial life into: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. The clarity it provides can help you stay focused on your long-term goals, no matter what the markets are doing. See how.



Insights

Creating your legacy

Creating a legacy that lasts

Using debt to achieve wealth planning

Using debt for wealth planning