MEASUREABLE OUTCOMES ALIGNED WITH YOUR VISION
Independent Financial Planning Expertise
At Alpha, we recognize there is a lot riding on your financial decisions. You work hard diligently planning to care for your family and nurturing your dreams for retirement. You need a proven partner to help you get there. Our clients know that we have their best interest in mind with every recommendation we make. We develop customized thoughtful strategies for each client’s unique circumstances.
Achieve Your Financial Plan Goals
With so many of your financial considerations being interrelated, with each decision impacting another, our practice is designed to help you see the bigger picture. Rather than looking at each element through separate lenses, our team can collectively assess your existing plans and future needs and determine where there may be gaps or shortcomings to address.
Focus on Financial Success
With nearly 35 years of combined experience, we’ll use our knowledge and insight to develop the right vision to optimize your retirement outcomes – and work with you to construct a detailed roadmap to reach your financial goals.
We offer a wide range of financial products and services
Investment advisory services
Wealth management and preservation
Retirement income planning
Estate and intergenerational planning
Group retirement plans
Insurance and risk management
Tax efficient retirement portfolios
Executive compensation and benefits
Business succession planning
We provide the foremost in service and support to our clients
Our combined resources and varied experience allow us to provide you a unique perspective on your financial needs. Although we have a strong team, you will receive one point of contact to get to know you on a personal level.
Jeffrey D. West
Investment Advisor Representative
I have spent the past 16 years in the financial services industry. My career began in 2000 with National City Bank/NatCity Investments, where I spent eight years. My main responsibilities included assisting clients with investment advisory, retirement, and financial planning services. In 2008, I started my own practice in partnership with New York Life/NYLIFE Securities and was promoted to partner at New York Life in 2011. I joined the Alpha team in early 2013.
I am a graduate of Saint Ignatius High School in Cleveland, Ohio, and Miami University in Oxford, Ohio. I currently reside in Bay Village, Ohio, with my wife, Claire, and our daughters, Nora, MaryKate, and Cara.
Licenses: FINRA Series 6, 7, 63, 65; Life and Variable Products
Coleman O’Leary
Investment Advisor Representative
From my 20 year career in financial services, I specialize in taking complex concepts and putting them into easy understandable terms. After spending the first part of my career at Merrill Lynch, we successfully founded Alpha Retirement Solutions based on the premise and model that there is a better way to serve our clients through an independent channel.
I am an Ohio University alum with additional accreditation in international economics from University of Pécs, Pécs, Hungary, happily married to Lisa, and blessed with two daughters Reegan and Quinn. We reside in Bay Village, Ohio, where I am an active participant in my family, Saint Raphael’s Parish, politics, athletics, and the betterment of my clients’ financial lives.
Licenses: FINRA Series 7 and 63; Life and Variable Products
Check the background of investment professionals on FINRA’s BrokerCheck.
Contact us today at 440‑835‑8860
Our combined resources and varied experience allow us to provide you a unique perspective on your financial needs. Although we have a strong team, you will receive one point of contact to get to know you on a personal level.