Advisor at Alpha Retirement Wealth, LLC
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Firm
Alpha Retirement Wealth, LLC
Location
Gold River, CA 95670
Credentials
Series 65
Industry experience
12 years
Matthew Curtis is a financial advisor with Alpha Retirement Wealth, LLC in Gold River, CA, holding a Series 65 designation and 12 years of industry experience. He has worked with Alpha Retirement Wealth since 2015 and also serves as an area manager for Asurea Insurance Services, where he sells life insurance and annuities. Alpha Retirement Wealth, LLC provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth individuals and business entities. The firm utilizes a risk-parity framework and Modern Portfolio Theory in its investment approach, primarily implementing strategies through exchange-traded funds and model portfolios.
Based on Alpha Retirement Wealth, LLC
Based on Alpha Retirement Wealth, LLC
Up to 2.00% annually (negotiable)
Commissions earned by licensed insurance agents for selling insurance products, separate and in addition to advisory fees.
2377 Gold Meadow Drive, #100
Gold River, CA 95670
California · Colorado
Alpha Retirement Wealth, LLC
2015 - Present (11 years)
Asurea Insurance Services
2015 - Present (11 years)
Retirement Wealth Advisors, Inc.
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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