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Frequently Asked Questions

What makes AlphaTrust different from other wealth advisors?
Do I need a certain net worth to work with you?
How do you get paid?
Can you work with my existing CPA or attorney?
What estate planning strategies can you help with?
How do taxes fit into your investment planning?
What does your process look like?
How do I get started?
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We are a boutique financial + tax advisory firm that serves as a Chief Financial Officer for individuals and families looking for a collaborative approach to the management of every aspect of their finances.

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5141 N. 40th St.
Suite 400
Phoenix, AZ 85018

contact
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(480) 681-0200
Email Us
connect@alphatrustadv.com
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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors., Inc., a Registered Investment Advisor. Cambridge and AlphaTrust Advisors® are not affiliated. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge does not provide tax or legal advice, but AlphaTrust Advisors® does. Please review our Client Relationship Summary and other disclosures for important information about how we work with our clients.