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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.
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More Business Info

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

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 480-505-4034

TollFree: 888-562-4033

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

Other Link

Alpha Fiduciary

Categories
Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Retirement Planning Services