Insurance

Protect What You’ve Built

Risk is a part of life. but it doesn’t have to keep you up at night.

We evaluate your exposure and coordinate the right coverage, from life and disability to long-term care, ensuring your future stays protected.

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Insurance

Protection That Supports Your Vision.

a key pillar of total financial management

Insurance isn’t just a safety net — it’s part of a sound financial strategy.

We help you align your coverage with your long-term goals, protecting what matters most while optimizing for tax efficiency and legacy.

Insurance

Our Core Services:

  • Life, disability, and long-term care insurance reviews
  • Policy structuring for estate and tax planning
  • Business and key person insurance
  • Integration with overall financial plan
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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.