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      Please note our privacy policy has changed. To view the policy, please go to https://corporate.thryv.com/privacy/

      Details

      We focus on helping individuals, families, and trustees handle the burdens and expectations that accompany significant wealth.

      General Info

      Since 2006, Alpha Fiduciary has been committed to promoting a conflict-free structure for advising clients and managing investments. We do not receive commissions from recommending certain products over others, which gives us the unbiased advantage of having only one goal in mind: do what is best for the client.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phones:

      Main - 480-505-4033

      Fax - 480-505-4034

      ExtraTollFree - 888-562-4033

      Address:
      7010 E Chauncey Ln Ste 130 Phoenix, AZ 85054
      Email:

      Link:

      Alpha Fiduciary

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      Categories
      Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Retirement Planning Services
      Services / Products
      Alpha Fiduciary specializes in total wealth planning and management. We offer a three-part approach to wealth management: Investment Consulting and ManagementInvestment ManagementPortfolio Performance and AnalysisRisk Evaluations / Bear Market AnalysisOptimal Asset Allocation & Asset LocationPrudent Cost ManagementTax-Conscious PortfoliosEvaluation of Employer Retirement PlansOptimizing Social Security and/or Pension Benefits Advanced Planning Tax Planning and MitigationCash Flow Planning - Current & Pro FormaUnbiased Insurance Information and AdvisementLegacy, Gifting, and Wealth Transfer PlanningWealth Protection: Risk Management and Legal StructuresBusiness Succession PlanningBusiness and Personal Retirement PlanningRestricted Stock StrategiesPreparing Heirs for WealthRelationship ManagementInvestment Newsletters and Educational EventsQuarterly Performance ReportsFacilitate and Support Tax FilingsYearly and Ad-Hoc Reviews of Financial Situation and GoalsPeriodic Review of Beneficiaries, Trusts, and Estate PlansCash Management Support (Electronic Fund Transfers, Bill Pay)Timely Processing of Required Minimum DistributionsOn-Demand Portfolio Analysis via Online Portal and iOS/Android App for Smartphones
      Location
      Located just south of the 101 freeway and west of Scottsdale Rd.
      Neighborhood
      Desert View
      Languages
      English, French, Spanish
      Accreditation

      BBB

      Data provided by one or more of the following: Thryv, Data Axle, Yext.