AlphaTrust Advisors is a boutique financial and tax advisory firm serving individuals and families through a collaborative approach to managing their financial lives. The firm describes its work as “Total Financial Management,” coordinating investments, cash flow, estate planning, taxes, and insurance rather than focusing on investments alone. Its team includes specialists who work together to help clients make informed decisions and simplify complex financial questions.

AlphaTrust’s services include investment management through smart portfolios, cash and liquidity planning, estate strategies, tax services, and insurance. The firm also helps clients consider business holdings and align different parts of their finances within a connected plan. Its stated client groups include entrepreneurs, healthcare professionals, athletes, pre-retirees, and retirees. Support is tailored to their needs, from business growth or transitions and complex compensation to building lasting financial security and planning retirement income.

Based in Phoenix, Arizona, AlphaTrust offers discovery calls and online tools including a planning portal, tax portal, document upload, and cash-keeping resources.