WealthTrust-Arizona:

Integrating Financial Planning & Estate Planning

WealthTrust-Arizona, which is one of the ten largest Independent Fee-Based Firms in the state of Arizona*, strives to provide clients with objective guidance that directly links a client’s success to ours - making your success our primary goal. The professionals at WealthTrust-Arizona share a single-minded purpose: Work as a team to deliver sophisticated, integrated investment and estate planning solutions to families, executives, business owners and other professionals to enhance and protect their wealth, reflect their values and achieve their lifetime goals. We offer long-term financial planning, portfolio management, estate planning, retirement planning, risk management and insurance planning. We are one of the few wealth management firms that integrate financial planning with access to estate planning attorney services in order to streamline an otherwise tedious process for you.

Our investment advisors work in groups to monitor and track market, political and economic trends. Committees report back with strategic investment recommendations, enabling clients to benefit from more than one pair of eyes monitoring investment conditions.

At WealthTrust-Arizona our goal is to deliver sophisticated investment management and estate planning solutions to families, executives and other affluent individuals to preserve, enhance and protect their wealth.

Our licensed professionals provide comprehensive wealth management solutions in these important areas:

• Financial Planning
• Portfolio Management
• Estate Planning
• Retirement Planning
• Risk Management
• Insurance Planning

WealthTrust-Arizona's goal is to provide objective guidance that directly links a client’s success to ours. Bottom line, we have developed our services around the success of our clients—making you our number one priority.

Integrating your portfolio with the management of your estate is an essential element of a successful money management strategy. To accomplish this goal, WealthTrust-Arizona’s financial advisors and estate planners focus on:

• Developing a strategic financial plan that evaluates your current finances and outlines how to achieve your financial goals.
• Analyzing your existing estate and insurance policies to anticipate and manage life’s risks.
• Monitoring economic and political issues and tax laws that affect your financial health.
• Working with your CPA or estate planning attorney to ensure your assets are properly titled.
• Reviewing your estate plan to ensure it is up-to-date and takes advantage of Arizona’s current estate tax laws.

*WealthTrust-Arizona is one of the Top 10 Independent fee-based Registered Investment Advisor firms in Arizona based on assets under management, as published by the Phoenix Business Journal's 2011 Book of Lists of all independent fee-based firms.