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About Alpha Wealth Advisor
Alpha Wealth Advisor is a Long Beach, New York–based advisory firm founded in 2024 by CERTIFIED FINANCIAL PLANNER™ James Taska. As an SEC‑registered investment adviser, Alpha Wealth focuses on helping individuals and families achieve a worry‑free retirement through comprehensive financial planning and disciplined investment management. Services include retirement income planning, portfolio review, modular financial planning, tax and estate planning, insurance review and guidance on backdoor Roth strategies. The firm’s fiduciary framework ensures that all recommendations are made in clients’ best interests.
Alpha Wealth Advisor embraces a personalized approach, tailoring plans to each client’s unique goals, risk tolerance and life circumstances. Founder James Taska draws on extensive financial experience to craft portfolios designed for long‑term growth, risk reduction and tax efficiency. Clients receive clear communication, education and options to engage either in comprehensive planning or targeted modules. This flexibility, combined with a dedication to transparency and accountability, sets Alpha Wealth Advisor apart as a boutique firm committed to holistic, client‑first guidance.
Pricing options
Regulatory filings
Areas of specialty
- Comprehensive Financial Planning
- Retirement Income Planning
- Asset Management
- Tax Planning
- Estate Planning
- Insurance Review
- Modular Financial Planning
- Portfolio Review
- Backdoor Roth Guidance
More about Alpha Wealth Advisor
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 331354 | 1 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Alpha Wealth Advisor.