Investments

Smart Portfolios, Built for Life

We build tax-aware, risk-managed portfolios designed to serve your unique needs.

We don't chase headlines. Whether you need growth, income, or capital preservation, we invest with intention and flexibility.

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Investments

Invest with Purpose. Grow with Discipline.

a key pillar of total financial management

Portfolios rooted in research, tailored to your goals, and managed with long-term vision.

Our investment philosophy is grounded in discipline, diversification, and data — not guesswork.

Investments

Our Core Services:

  • Personalized portfolio design and rebalancing
  • Risk-adjusted, tax-efficient strategies
  • Public and private market access
  • Ongoing performance tracking and advisory
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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.