Cash & Liquidity

Your Life Doesn’t Run on Spreadsheets

You need access to capital when life demands it, without jeopardizing long-term plans.

We help you manage cash reserves, optimize liquidity, and build systems for confident day-to-day decision-making.

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Cash & Liquidity

Liquidity When You Need It. Confidence When You Don’t.

a key pillar of total financial management

Cash isn’t just a buffer — it’s a strategic asset.

We help you manage short-term needs and long-term reserves with a clear plan for liquidity, access, and opportunity.

Cash & Liquidity

Our Core Services:

  • Cash flow forecasting and reserve planning
  • Short-term investment strategies
  • Liquidity access and contingency planning
  • Smart cash management for business owners
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    Wealth, Well-Managed. For Life.

    Personalized financial strategy for every chapter

    Whether you’re just hitting your stride or planning your next move, our proprietary Total Financial Management™ approach ensures that your financial decisions are never made in isolation

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    We bring investment, tax, estate, insurance, and cash management together—so you can move through life with clarity and confidence.

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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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    Address

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

    contact
    Call / Text Us
    (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.