At Alpina Wealth Management, our mission is straightforward: to empower business owners and successful families to attain financial independence and prosperity, allowing them to prioritize what truly matters in life. With a background deeply rooted in entrepreneurship—our founder hails from a lineage of entrepreneurs and proudly counts herself among them—we intimately understand the unique challenges and rewards that accompany such ventures. This personal insight drives our commitment to delivering tailored financial solutions that support our clients’ aspirations and legacy.

Tammi Ortega, MBA, CFP^®, CEPA

Many entrepreneurs believe in the “keep your head down and work hard” philosophy, but they still struggle.

Just like my grandparents.

They owned a farm, general store, and hotel, but by the time I was 8, all their businesses were shut down. 

I remember playing on the abandoned farm equipment and at the boarded-up store, wondering, “What happened?”

Later in college, I wondered why they didn’t sell their businesses or pass them down to us.

Today, I can tell you exactly what happened.

They didn’t know how to manage, grow, and meld their personal wealth with their business wealth.

This failure to plan resulted in a "Wealth Gap." 

A Wealth Gap happens when owners expect their business to be worth a certain amount, but it falls short.

The frustrating part for me is I now know this was completely avoidable.  The worst part is my family is not unique!  

THIS is why I became a Wealth Manager.

I don’t want other entrepreneurs to end up like my grandparents did.

See when entrepreneurs are armed with the right financial strategies and have someone guiding them to make strategic decisions, they can pave the way for lasting prosperity.

My mission is to help entrepreneurs increase the value of their business, not just for immediate profit, but to create lasting success for generations.  

It fills me with joy to hear, “I sold my business for more than I ever thought possible!” or “My business now provides me with an amazing lifestyle AND I’m writing checks to the causes I care about.”

Helping entrepreneurs truly thrive is my higher purpose.  

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*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP®in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.