Turn Business Success Into Lasting Wealth
You've built the business. Now let's make sure it funds the life and legacy you actually want — without leaving cash idle or your future tied to one company.
BUSINESS OPERATORS
You built the business. Let's put it to work for you.
THE PROBLEM
Excess cash sits in low-yield accounts instead of working toward your goals.
Your net worth is concentrated almost entirely in one illiquid business.
The money you'll live on someday is invested on the business's timeline, not yours.
Wealth preservation gets postponed until "after the next growth push."
THE ALPHA WEALTH SOLUTION
Active cash management strategies that put idle capital to work.
Diversification out of the business into a portfolio built for your timeline.
A portfolio built around when you actually need the money.
Tax, estate, and trustee services coordinated through a single team.
Sophisticated Strategies for Serious Investors
You already understand markets. Let's talk about the part that deserves more attention: what happens when a position moves against us.
ACTIVE INVESTORS
You want performance and an honest account of how it happened.
THE PROBLEM
Traditional investment approaches often default to passive, cookie-cutter allocations regardless of your goals.
Downside risk may not get the attention it deserves until a correction forces the conversation.
Fund reporting is opaque — you can't see what you actually own or why.
Access to pooled, actively managed strategies is hard to find outside institutions.
THE ALPHA WEALTH SOLUTION
Actively managed and pooled funds built for changing market environments.
Volatility-aware strategies designed to manage downside exposure, not just pursue upside.
Radical transparency — clear fees, clear holdings, clear reporting.
Regular reviews with the people actually managing your capital.
A Wealth Partner Worth Referring
We work with CPAs, attorneys, and business brokers on referrals, joint ventures, and service partnerships. Your client stays your client, and you stay informed.
STRATEGIC PARTNERS
Referring a client is a reflection on you. We take that seriously.
THE PROBLEM
Referring a client elsewhere risks the relationship you've spent years building.
Communication can become disconnected between you, your client, and the firm you referred them to.
Joint ventures often stall for lack of a dedicated point of contact.
Clients want more than investing — planning, tax, and estate need to connect.
THE ALPHA WEALTH SOLUTION
A named point of contact for every referral, so you always know who to call.
Updates on the engagement, within whatever your client has authorized us to share.
Clear terms for referral, joint venture, and service partnerships, agreed up front.
We coordinate the investment side with your tax and estate work rather than replacing it.
OUR APPROACH
Wealth Management Tailored For You
Wealth management frequently follows the same cookie-cutter playbook. At Alpha Wealth Funds, we reengineered wealth management to put your goals — and your peace of mind — first.
Fewer Clients, Deeper Value
Consistently get the attention and care you deserve.
Active Investment Strategies
Strategies designed to pursue growth while managing portfolio risk.
Year-Round Partnership
Proactive communication and regular calls. You'll hear from us in difficult months, not just good ones.
Radical Transparency
Clear fees, clear reporting, and a clear understanding of where you stand.
Integrated Planning
Investment management, financial planning, tax strategy, and estate planning — all working together.
Customized Strategies
Tailored to your mission, your business, and your goals.
OUR TEAM
Advisors Who Know Your Name
A deliberately small roster so every client gets senior attention.
Chase Thomas, CFP®
Owner, CEO & Fund Manager
Organized Alpha Wealth Funds around bringing active, transparent management to a select group of clients.
Harvey Sax
Founder and Fund Manager
Works closely with clients to build strategies matched to their goals and risk tolerance.
Jenny Bober
Investment Advisor representative
Combines a natural talent for numbers with a passion for helping people make confident, informed financial decisions.
Jayden Thomas
Investment Advisor representative
Combines tax expertise, investment analysis, and personalized planning to help clients build and preserve wealth.
Cameron Thomas
Investment Advisor representative
Draws on many years of corporate finance experience to deliver a more personal approach to wealth management.
Kody Myers
Investment Advisor representative
Leverages experience in private equity, venture capital, and financial technology to help clients navigate complex financial decisions.
Karyn Graff
Investment Advisor representative
Brings an entrepreneur’s perspective on helping business owners build, protect, and transition their wealth.
Evan Zollinger, CFP®
Investment Advisor representative
Works closely with clients to build strategies matched to their goals and risk tolerance.
Dominic Ross
Institutional Relations Officer
Connects institutional partners with Alpha Wealth’s strategies through relationship management, investment solutions, and operational expertise.
Preston Bell
Associate Portfolio Manager
Applies investment research and analytical rigor to portfolio construction, risk management, and investment decision-making.
STRATEGIC PARTNERS
Grow Together Through Partnership
We work with CPAs, estate attorneys, business brokers, and other professionals to create opportunities for the clients we serve. We welcome joint ventures and service partnerships that expand what we can offer clients together.
Referral partnerships for CPAs, estate attorneys, and business brokers.
Joint ventures for complementary financial services.
White-glove service partnerships for family offices and institutions.
GET IN TOUCH
Schedule Your Consultation
You don't have to settle for status quo advice. Let's design a custom strategy that is as unique as your goals and as ambitious as your potential.