Our Focus Is On You
We built Alpha Fiduciary to meet your total wealth management needs with integrity and mutual trust. These values are often touted by businesses today yet are not always practiced. At Alpha Fiduciary they are the very values behind every relationship we build with our clients, supported by our attention to detail, personalized service, and accountability.
We are driven by a desire to help our clients in as many aspects of their lives as possible, often extending beyond rates of return. Wealth management is more than handling your money. The dynamics of life influence your financial stability and can impact important decisions. We strive to understand the complexities of our clients’ lives so we can develop complete financial solutions that address them adequately. We are an advisory firm that helps you recognize, deal with, and solve life’s challenges through Total Wealth Management.
We are a fee-only firm. We accept no commissions, which means you’ll receive fiduciary advice centered on your financial goals and not driven by our compensation.
We exist to serve you and your best interests. Our purpose is to fully understand what you would like to accomplish and then to solve your current work to solve.
We aim to provide only the highest level of service to each of our clients. We specialize in serving high-net-worth clients and have years of experience in dealing with the unique needs of the wealthy.
Total Wealth Management
We don’t just manage your finances. We take the time to understand the complexities of your life so we can build comprehensive financial solutions that meet your goals and needs. We combine financial planning with investment advisory services and relationship management to offer you Total Wealth Management.
As a fee-only advisory firm, our mission is to understand the dynamics influencing our clients’ lives so we can guide them on their best path to accumulating, retaining, and transferring wealth. We do this by providing straightforward professional advice that aims to enhance overall quality of life.
We serve as fiduciary wealth advisors to our clients by organizing and simplifying families’ financial lives so they can focus on what matters most to them.
About Alpha Fiduciary
Alpha Fiduciary is a fee-only wealth management firm located in Phoenix, Arizona. Arthur Doglione founded the firm in 2006 to build on a distinguished career started at Merrill Lynch.
The word “fiduciary” in the name reflects our values of integrity, prudence, and sophistication that helped build the company. As a fiduciary, Alpha Fiduciary serves the client first and foremost, free of many conflicts associated with large brokerage firms.
“Alpha” in wealth management refers to how well a fund or investment is performing against a certain benchmark. However, alpha also refers to the value we add by stewarding the client’s wealth, providing financial planning solutions, helping clients address life issues affecting their wealth.
Our investment strategies blend low-cost ETFs and funds with carefully selected active strategies which our experienced investment committee feels will add value in a dynamic financial environment.