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

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Investment advisory services

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Wealth management and preservation

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Retirement income planning

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Estate and intergenerational planning

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Group retirement plans

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Insurance and risk management

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Tax efficient retirement portfolios

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Executive compensation and benefits

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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

Email Jeffrey

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

Email Coleman

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.

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Alpha Retirement & Insurance Solutions

Alpha Retirement & Insurance Solutions

25000 Center Ridge Road

Westlake, Ohio 44145

440-835-8860