At Alpen Wealth, we use an open architecture investment structure meaning we do not “sell” you our own products. (proprietary). This allows us to create your portfolio with cost-effective products tailored to your specific needs and values without bias. Your assets would be held with a Nationally recognized custodian.

We address your unique investment needs using a 6-step process to construct, manage and monitor your portfolio. We customize your ESG investment strategy to align with your values within a traditional portfolio management structure.

Alpen Wealth is committed to using ESG criteria to help you develop a strategy that honors traditional management but tailors your portfolio to your moral code and supports the societal issues most important to you.

To ensure that your portfolio aligns with your aspirations, risk tolerance, and time horizons. we use a 10-question Values Personality Survey. This helps us offer you investment options to match what you value most in life.

How often do you evaluate the risk exposure in your current portfolio and financial plan? We help you identify and address potential risk issues which can be critical to the success of your long-term goals.

We believe in supporting your values in your retirement investments. We can help you evaluate your current employee plan and how it aligns with your personal investments to maintain a proper balance.

Presenting unique financial solutions for you includes helping you reach short and long term, large and small, goals to reach your summit. We will work with you on a flat-fee basis for Financial Planning as we believe this removes bias, and as CERTIFIED FINANCIAL PLANNER^TM, our advisors have a fiduciary relationship with you. The advice you receive will be in your best interest; we will disclose any potential conflicts of interest, and our fees will be clear and transparent.

Retirement can be both rewarding and daunting with many changes and unforeseen stresses caused by adjusting to life without your job and a steady income. We help you identify and prepare for your personal and financial goals to create a smoother transition to this next stage in your life.

Complete our brief survey to see if your current savings plan is on target to help you meet your future financial needs. 

Savings Plan Survey

You may simply need help with one specific financial goal such as a wedding or buying a vacation home. We will help you clearly define your goal and the steps needed to be successful. We can also help you monitor your situation to make sure you stay on course over time to meet your goal.

Complete our brief survey to see if your current saving plan is on target to help you meet your goals. 

Goal Planning Survey

Through the leadership of Oliver Ernst, we understand the specific issues and complexities of investment management and financial planning across international borders; we maintain many connections overseas to assist you.

Our clients are typically high-net worth individuals and families who have complex investment or financial planning needs and want to incorporate a Sustainable Investing philosophy into their portfolio. We most cost-effectively serve those with $500,000 or more in investable assets.

As an expat himself, Oliver Ernst, CFP®, CSRIC™, understands the complexities of investment management and financial planning in this scenario, and maintains many connections overseas. Whether you are looking to expatriate from the U.S., immigrate to the U.S., or have already made the transition, we can help navigate your complex financial situation.

We understand it takes time and effort to accumulate wealth, if you’re in the beginning of the building stage with high earnings but low investable assets, contact us to learn how we may help you.

We will know if we can best help you by talking with you about your current situation. Our clients are diverse yet share a common bond. They are families, individuals and businesses who are passionate about making investment choices designed to influence the direction of change in our world. They are focused on generating long-term positive returns while supporting a variety of social issues such as climate change, diversity, and health concerns.