AlphaCore Wealth Advisory

We are excited to officially welcome the All Season Financial Advisors Team to AlphaCore Wealth Advisory! These four outstanding professionals from All Season Financial Advisors bring exceptional expertise and a strong commitment to client success, further strengthening AlphaCore’s ability to provide remarkable wealth management services. 📍 Meet the Team: Sam Jones – Senior Wealth Advisor & Principal As former President of All Season Financial Advisors, Sam brings nearly 30 years of leadership in high-net-worth client services. Based in Steamboat Springs, CO, he brings deep expertise in renewable energy, socially responsible investing, and technical analysis. Kris Dickey – Senior Client Service Manager Kris brings a rich background in client service and operations, including 20 years at Fiserv and over 15 years managing wealth services and events at All Season Financial Advisors. Outside of work, Kris loves traveling, skiing, and golfing. John Burkholder – Operations & Trading Specialist With over 30 years of experience managing operations at All Season Financial Advisors, John brings extensive expertise in wealth management operations. A Colorado native, he enjoys outdoor adventures and spending time with his family. Matthew Wiles – Client Service Associate A CFA Level 2 candidate, Matthew is a rising star in wealth management. With a passion for finance, Python programming, and client relationship management, he adds energy and innovation to the team. This remarkable group represents a seamless blend of experience, innovation, and client-focused excellence. We look forward to the exciting opportunities ahead as we continue to grow together! #Teamwork #TeamExpansion #WealthManagement #ClientSuccess

This Thanksgiving, we’re reminded of what matters most – family, friends, and the connections that enrich our lives. Wishing you and your loved ones a holiday filled with joy and gratitude. 🦃🍂

We’re thrilled to share that AlphaCore has been recognized as one of Newsweek’s Top Financial Advisory Firms of 2025, earning a prestigious five-star rating! This honor reflects our commitment to serving our clients with excellence, and it wouldn’t have been possible without the dedication of our incredible team and the trust of our amazing clients. Thank you for being part of our journey! See the full list of firms here: https://lnkd.in/gUwUVAY4

Schwab IMPACT has been an outstanding experience for our team—we gained valuable insights, made meaningful connections, and had a fantastic time. We’re already counting down to next year! Thank you to the entire Schwab team for creating a space to connect, share ideas, and learn! #SchwabIMPACT Dick Pfister, CAIA Aidan Walsh Vincent Zupo, CIMA®

At AlphaCore, we see your alpha as more than investment returns – it's about pursuing what truly matters to you. Whether it's building a legacy, fueling scientific advancements, or creating a lasting charitable impact, your path to uncovering your unique alpha is one-of-a-kind, and we're here to help you realize it. In our recent Wealth Summit sessions, explore insights on: ✅ Modern charitable giving that aligns with your goals ✅ Tax-efficient strategies to maximize impact in 2024 ✅ How strategic giving fuels breakthrough innovations ✅ Real-world stories of transformative philanthropy Watch now to see how strategic giving and innovation can redefine your alpha and make a meaningful impact for generations. https://lnkd.in/gH982ptp #AlphaCoreWealthSummit #StrategicGiving #LegacyBuilding #Philanthropy #WealthPlanning

🌟 Discover new dimensions of your alpha through the power of strategic giving. At the recent #AlphaCoreWealthSummit, we explored how thoughtful philanthropy doesn’t just align with your financial goals – it creates a life-changing impact. Jessica Muñoz, President and CEO of Voices for Children, Inc., shared a story about the simple yet profound power of showing up. By making a young girl feel “chosen” for the first time, a volunteer embodied the true spirit of giving: creating connection and hope. Maximize your impact with tailored charitable giving strategies designed to align with your financial goals and minimize your tax burden. Click here to watch the full discussion: https://lnkd.in/gGCDG-VV #StrategicGiving #Philanthropy #WealthSummit #MakeAnImpact

At AlphaCore, we think of alpha as striving for exceptional outcomes – not just in investment returns but in pursuing what matters most to you. Whether building a meaningful legacy, advancing scientific breakthroughs, or creating lasting charitable impact, your path to uncovering your alpha is unique. At the 2024 #AlphaCoreWealthSummit, Court Turner, J.D. President, CEO & Chairman of Onchilles Pharma shares groundbreaking insights on how their research is transforming cancer treatment. From the discovery of “Achilles” – a revolutionary protein that targets cancer cells with unprecedented precision – Onchilles is rewriting what’s possible in oncology. With clinical trials set for next year, this innovation brings us closer to safer, more effective therapies for cancers that impact millions. Click here to watch the full discussion: https://lnkd.in/gbi4cAnA #HealthcareInnovation #CancerResearch #Oncology

Gen Z's focus on issues like social equality and environmental concerns, alongside evolving tax considerations, presented a unique opportunity for candidates to connect with younger generations. At the #AlphaCoreWealthSummit, the fireside chat featured a lively debate on the potential impact of Gen Z voters, cryptocurrencies, and stock market predictions. The panelists offered diverse perspectives on macroeconomic trends, investment strategies, and the potential risks and opportunities in the current market environment. Watch the full discussion here: https://lnkd.in/gPCGgCey #GenZ #Election2024 #PoliticalChange #InvestmentStrategies #FutureOfInvesting

We're exploring fiscal deficits and their surprising resilience in today's global economy. With deficits at 6-7% of GDP outside of war or recession, the U.S. is venturing into uncharted territory. But can we sustain this level of debt indefinitely? At the 2024 #AlphaCoreWealthSummit, Jeffrey Rosenberg and David Stubbs provided insights on the macroeconomic environment, discussing the Fed's rate cut, fiscal deficits, and investment implications across various asset classes. Discover what the recent Fed rate cut means and how it could impact the Federal Reserve's next decision. Watch the full discussion here: https://lnkd.in/gw8TZ_qS #Economy #FiscalDeficit #MacroInsights

We’re excited to share that AlphaCore Wealth Advisory has once again been named one of the Fastest Growing Private Companies in San Diego by the San Diego Business Journal! It’s an incredible honor to be ranked among so many outstanding businesses in the #SanDiego area for another year. #BusinessGrowth #SanDiegoBusinessJournal