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Michelle Baxter
Operations Manager at Alpha Capital Family Office
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Work Experience
Operations Manager
Aug 2015 - Present · 9 years and 5 months
Senior Account Manager
Jul 2005 - Mar 2012 · 6 years and 8 months
Jackson National Life Distributors
Internal Wholesaler
Sep 2003 - Jul 2005 · 1 years and 10 months
Company Details
Alpha Capital Family Office is an independent financial advisory firm with a singular mission: to assist clients in managing their family, business, and wealth. Alpha Capital's inception as an independent entity was driven by a commitment to improving client service and maintaining control over the client experience. They saw many large financial institutions more interested in their own goals and bottom lines and not that of their clients. Alpha Capital is different and clients value that in many ways; they are a team comprised of three generations, fiduciaries, and strategic and independent thinkers for their clients’ needs. Alpha Capital's exclusive dedication is to its clients, with an emphasis on: What is important to them? - Knowing the family, their values, their goals - Helping the family Succeed on Purpose - Providing Generational planning and development The firm addresses the financial needs of families, businesses, and wealth through: - Cash flow now and in the future - Tax mitigation - Taking care of family and heirs - Protecting their wealth from unforeseen liabilities and litigation - Maximizing family and charitable giving Alpha Capital provides clients with valuable tools, including the Wealth Planning Timeline, Tax Planning Worksheet, and Executive Summary. Their approach introduces a level of organization and proactive planning giving clients more time to enjoy other priorities in life. Alpha Capital extends its services nationally, with its headquarters located in Denver, Colorado.
Year Founded
2015
Social Media
Linkedin
Industry
Financial Services
HQ Location
5750 S Ulster Cir E Suite 300 Greenwood Village, Colorado 80111, us
Keywords
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