How We Help

Charitable Giving

Aligning your investments with your values.

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Deep Value
Active Strategies
Year-Round Partnership
Our Services

Giving That Reflects Your Values

We partner with endowments, foundations, and philanthropically minded families to align your investments with values, helping wealth support meaningful, lasting change.

Customized Portfolio Strategies

Tailored to your mission and goals.

Governance and Reporting Support

To promote accountability and clarity.

Charitable Trust Structuring

To support tax efficiency and long-term giving.

Comprehensive Risk Management

To help sustain impact over time.

Let's Start the Conversation

Tell us a little about your situation and we'll be in touch.

Reach an Alpha Wealth Funds advisor by phone or email

Who You Are

How to Reach You

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One of our advisors will reach out to you personally. If you would rather talk now, call 1-435-269-4100.

Transformative wealth management with fewer clients, deeper relationships, and year-round partnership.

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1887 Gold Dust Lane, Suite 203A
Park City, UT 84060
(435) 269-4100
info@alphawealthfunds.com

© 2026 Alpha Wealth Funds, LLC. All rights reserved. This is for persons in the U.S. only.

Alpha Wealth Funds, LLC is an SEC-registered investment adviser. Investing involves risk including possible loss of principal.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.