A two-person wealth management team that oversaw $3 billion in assets at a private bank has joined a Denver-based family office, citing grievances with the private banking industry as reason for their departure.
Alexandra Romeo Boyles and Will Coughlin announced Tuesday that they joined Alpha Capital Family Office, a boutique financial planning firm that caters to high-net-worth clients. Alpha’s team is small — its website shows a team of 13 including the two new employees.
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Alpha Capital Family Office
5750 S Ulster Cir E #300
Greenwood Village, CO 80111
Investment Advisory Services offered through Alpha Capital Family Office, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commissions. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Alpha Capital Family Office’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed Be sure to consult with a tax professional before implementing an investment strategy.
