How We Help

Estate Planning

Protect your legacy for generations.

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Deep Value
Active Strategies
Year-Round Partnership
Our Services

A Blueprint for Your Legacy

Your estate plan should be more than a stack of legal documents. It should be a clear, actionable blueprint for how your wealth will support, protect, and empower future generations.

Wills, Trusts, and Advanced Strategies

To help structure and preserve assets.

Charitable Planning

Designed to enhance impact and help reduce taxes.

Business Succession Planning

To protect and transition family enterprises.

Family Governance Structures

To promote clarity, harmony, and shared purpose.

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

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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.