About Alpha Wealth
A broader view of wealth planning.
Alpha Wealth works with business owners and high-net-worth families on tax strategy, asset protection, business planning, retirement and estate planning, and long-term wealth creation.
Our work begins with understanding the client’s circumstances, objectives, and existing financial structure. From there, we identify opportunities to improve tax efficiency, protect assets, preserve control, or make better use of capital.
Experience matters. So does perspective.
Financial decisions rarely exist in a vacuum. Business owners often consider taxes, investments, retirement, ownership, liquidity, succession, and asset protection in the context of a broader financial picture.
Alpha Wealth helps clients evaluate those decisions with that broader perspective.
We work with clients’ existing CPAs, attorneys, financial professionals, and other advisors whenever appropriate. We also maintain relationships with tax attorneys, CPAs, qualified-plan specialists, and other professionals whose expertise can be brought into an engagement when needed.
Our approach
Understand the situation.
We begin with the client’s objectives and develop an understanding of the business, assets, liabilities, tax position, and existing planning.
Identify opportunities.
We look for practical ways to improve tax efficiency, protect assets, preserve control, and make better use of accumulated capital.
Bring in the right expertise.
When implementation requires specialized tax, legal, qualified-plan, insurance, or other technical knowledge, we involve the appropriate professionals.
Managing Director
Mark Boehm
Mark Boehm brings more than 30 years of experience in retirement and estate planning, income-tax mitigation, asset protection, and wealth strategy.
A graduate of Cornell University, Mark later earned his MBA from Southern Methodist University. He has spent his career working with business owners and high-net-worth clients on strategies involving taxation, ownership, retirement planning, asset protection, and the preservation and transfer of wealth.
Mark’s work has increasingly focused on helping business owners preserve control while making better use of the wealth created by their businesses. His experience includes sophisticated tax and ownership structures as well as strategies designed to move capital efficiently from the business environment to the owner’s personal balance sheet.
Mark also serves as Managing Partner of 4ESOT, where his work focuses on advanced ownership and tax strategies for business owners.
He has been quoted in publications including U.S. News & World Report, The Boston Globe, The Dallas Medical Journal, and the Dallas Business Journal.
As Managing Director of Alpha Wealth LLC, Mark works with clients and their professional advisors to evaluate opportunities, assemble the appropriate expertise, and implement strategies suited to the client’s circumstances.