Plan With Confidence
We strive to create and optimize your financial strategies for long-term and generational success.
Our Vision
At Alpenglow Wealth Advisors our goal is to provide every client with the personalized plan and attention they deserve. We want a long-term, multi-generational relationship with our clients and their families. We want to help everyone with the investment strategy they need in seeking to protect and growth their wealth, minimize the taxes they pay, and prepare and implement an estate plan to continue their legacy as they see fit.
Our Clients
Our team works with families, individuals, and small businesses owners. Our clients realize the value of long-term, academically based, globally diversified investment plans. Our clients want to be prepared for any contingencies by having an investment strategy and estate plan that manages their goals.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk
Our Approach
Alpenglow Wealth Advisors utilizes decades of Academic research to build globally diversified, asset class Investment plans that seek to minimize volatility while potentially earning targeted returns for each individual’s risk tolerance. We take time to ask questions, and to understand where the client is, where they want to be, and what they are willing to do the achieve their goals.
Our Team
Barry R Jenkins and Bryce R. Jenkins have a combined 50 years of experience in the Financial Planning and Financial Services world. Their credentials include degrees in Finance and Financial Planning, Business, and the Certified Financial Planner(CFP) designation. They have multiple Securities and Insurance Licenses in a number of states to best serve their clients and families.
What We Do
Helping you plan for your
financial future.
We begin by having a detailed conversation with our clients. We ask a lot of questions to understand how they feel, what is important to them about money and life, and what their financial and estate goals are. We ask about what they want to accomplish with their life, what they would want to accomplish if they pass prematurely, and what legacy and benefits they want to survive them. We especially want to know how they feel about risk, volatility, diversification, and their comfort level with investing.
How We Help
Helping you strive for
your financial summits.
We know the best way to reach your goals is to partner with professional financial managers, tax advisors and Estate Attorneys. You are the President and Chief Executive Officer of your life and finances. To reach the top, you need an Executive Committee to pull all your ideas, goals, and resources together. As your Chief Financial Officer, we create the plan, implement the plan, then monitor it on an ongoing basis, making subtle, long-term strategic decisions to pursue success. We partner with your other financial advisors to make the final push to the summit of your financial and personal success.
Financial Planning
We take a long-term, comprehensive approach to create a plan tailored to your unique situation and goals. We utilize multiple tools and resources to implement a plan that can succeed and withstand the many challenges and market volatility that may happen in the coming years.
Estate Planning
We have years of experience in Estate Planning to help our clients plan for their future, their legacy, protect their estate from the multiple threats present in our world. We partner with Attorneys to prepare the documents required to succeed, and oversee the implementation of the plan and its asset protection strategies.
Retirement Plans
We can help with personal retirement plans such as IRA and Roth IRA’s. We can help business owners with individual or corporate plans such as Individual 401K, SEP, and SIMPLE IRA’s, or multiple employee plans such as Profit Sharing and 401K’s.
Business Planning
We can help consult with business owners on the company structure for growth and protection utilizing strategies such as Limited Liability Company(LLC), C Corporation, or S Corp. We help companies with financing, cash flow, marketing, and employee benefits. Where required, we partner with attorneys, CPA’s, and other professionals such as group health specialists.
Wealth Management
Wealth Management is not just about money; it is about wills, trusts, donations, taxes, and confidence. We pay special attention to asset and personal protection to minimize risk. We help plan for and implement retirement cash flow needs and monitor those plans on an ongoing basis. We maintain flexibility and liquidity so adjustments can be made as circumstances warrant.
Alpenglow Wealth Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Life Insurance
Our Team can help with your insurance needs, from permanent or term life insurance to business, disability insurance. We are independent and have access to dozens of the country’s insurance companies, giving us access to competitive rates and terms.
Retirees
You finally are free of the daily commitments to Employer, or employees, or deadlines. You are ready to enjoy life and the fruits of your labors, but realize you need help to really feel free.
Individuals
You are currently working and always busy with many demands on your time. You want to prepare for retirement, know you need a plan, and realize you need help to figure it out
Business Owners
It seems like every waking moment is consumed with making the business succeed the way you want it to. You know there are areas where you need help, but time is tight. You need a partner that can help with those needs that you don’t have the time or expertise for.
Families
You have a spouse and kids you think the world of. You want to provide for them, especially if something happens to you. You want to help with college but need to save for retirement as well. You need a team that can help make it all happen.
Test Your Retirement Knowledge
How much do you really know about what it takes to retire comfortably? Take our quiz and find out.
Who We Are
Our Team is
Your Team
The financial professionals with Alpenglow Wealth Advisors team are Registered Representatives with LPL Financial, Member FINRA/SIPC and Investment Advisor Representatives of LPL Financial , an SEC Registered Investment Advisor. We are investment fiduciaries, meaning we are required to put your needs ahead of ours, or our firm. We are here to address your goals utilizing comprehensive resources that will be in your best interests. We are independent and able to use the expertise of hundreds of financial investment managers and sponsors, all to do what is best for you, your needs, and goals.
Our Process
We Strive for Excellence as
Much as You Do
Step 1:
Schedule a Call
Take the first step to speak with us and share your thoughts, goals, and current experiences. Invest a small amount of your time to find out how the Alpenglow team can help you illuminate your personal financial summit. “A journey of a thousand miles begins with a single step” -Tao te Ching
Step 2:
Build a Plan
Reaching your financial summit will require a tailored plan to your unique situation. Just as an expedition may use specialized equipment, sherpas, and orienteering skills; likewise, your financial journey will require investments, industry professionals, and financial navigation. Alpenglow will provide the map and routes to your financial horizon.
Step 3:
Implementation
Trekking with your team when your gear is in order and map in hand can be as exciting and energizing. You can be confident you will reach your financial summit knowing your Alpenglow team are investment fiduciaries.
Step 4:
Ongoing Navigation
When you reach an obstacle in the trail, which way do you turn and why? The Alpenglow team will guide you through the ups, downs, and switchbacks of your plan in the ever-changing financial environment.
Visit Our
Resource Center
Contact Us
We Want to
Hear From You
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.