Estate

Your Legacy, Made Simple

You’ve worked hard to build something meaningful. We help make sure it lasts.

By collaborating with your attorney and integrating estate planning into your overall strategy, we ensure your wealth is transferred efficiently with clarity and purpose.

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Estate

Protect What You’ve Built. Preserve What Matters.

a key pillar of total financial management

Estate planning is about more than just wills and trusts.

It’s about securing your legacy and ensuring your intentions live on. We help you craft a thoughtful, tax-efficient estate strategy that supports your loved ones and the causes you care about.

Estate

Our Core Services:

  • Personalized estate strategies aligned with your values
  • Trust structuring and succession planning
  • Charitable giving and legacy planning
  • Coordination with legal professionals
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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.