When was the last time your financial advisor, accountant, insurance professional and attorney sat in a room together and talked about you for an hour?
These four services are incredibly intertwined but rarely do these industry professionals make the effort to collaborate on a cohesive plan to better your financial wellbeing. AlphaTrust Advisors is different. We bring a variety of vital offerings together in-house and service our clients collaboratively and efficiently. Rather than just administering your investment assets, we build total financial plans centered around your assets.
There’s no one-size-fits-all approach at AlphaTrust. We build financial, investment and tax plans tailored to your unique needs and circumstances utilizing our proprietary Total Financial Management™ process. Our determined and trusted team possesses more than 60 years of combined experience and has a successful track record of advising and investing in multiple market and economic cycles. In addition to decades of experience, AlphaTrust is constantly innovating and advancing in its industry. As a group, we log hundreds of hours of required and elective education every year to ensure we are providing our clients with the most informed counsel available.
Get in touch with us to set up a consultation to determine if our services are right for you.
5141 N. 40th St.
Phoenix, AZ 85018
(480) 681-0220 (fax)
Investment management is only one of the four pillars of your financial life, but it’s certainly the most visible. The results of our work in this area are reflected in real-time with the ebbs and flows of the market. Our approach to investment management is different from most. Our portfolios are built in a tax-conscious manner while managing risk and liquidity for optimal returns.
tax planning & preparation
Judge Learned Hand said, “There are two systems of taxation in our country: one for the informed and one for the uninformed.” Our well-informed tax professionals work with you to establish a tax plan well before the end of the year. By planning ahead, we arrange your affairs so you only have to pay the smallest amount legally possible to the IRS.
Insurance has a variety of purposes, but at its core, it is simply an instrument to transfer risk. Whatever the risk is, there’s likely an insurance company that will cover that risk in exchange for a premium. There are even insurance policies that protect you against market losses. We help you cut through the clutter and only focus on the items that need to be insured at the lowest possible cost.
Estate planning is a business all its own and is typically performed in conjunction with an estate planning attorney. The goal is to ensure that after you pass away, your assets are distributed quickly and efficiently to the people or institutions you care about most with as little tax as possible. We structure estate plans so that certain conditions must be met before dollars are distributed.
Professionals You Can Count On
At AlphaTrust, we work tirelessly to ensure your working with top industry experts. Our professionals have been awarded one or more of the following industry accolades or memberships. Professional designations require ongoing annual continuing education.
“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”
— Pablo Picasso
If you’d like to find out if AlphaTrust’s unique Total Financial Management™ process is right for you, give us a call. We never charge for an initial conversation.