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WealthTrust-Arizona
About Us...
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WealthTrust-Arizona,
with offices in Scottsdale and Chandler,
is registered with the Securities and Exchange
Commission as an investment advisor. We serve
families in Arizona and 35 other states.
Currently, we manage approximately $560 million in client assets.
Hundreds of higher-net-worth families
have placed their trust in WealthTrust-Arizona
to preserve their life's work and their financial future.
Whether you are a business owner, a doctor, an executive,
an entrepreneur, or retired, we would be honored to do the same for you.
You can expect an outstanding personal relationship with a team. As a client, you will deal directly with a professional advisor
leading a team of specialists including risk management specialists and estate attorneys who will take the time to understand your situation,
your objectives, your estate needs, and your tolerance for risk. For many clients, we also work
directly with their other advisors including CPAs, attorneys and trustees. You will
feel confident to call on us at any time for any reason concerning your financial health.
You can expect a written plan of action. We simply will
not manage your assets unless it is pursuant to a written financial plan that you,
as the client, must authorize. Having a sound financial strategy agreed to in writing sets
the foundation for success and carefully identifies how all aspects of your
financial circumstances fit together. We use state-of-the-art technology
to evaluate our clients' current financial situations and propose clear
and easy to understand solutions.
You can expect comprehensive solutions
to complex wealth management and estate needs. Whether
your goals include maximizing your estate, business ownership succession
or liquidity, minimizing your taxes, family legacies, or charitable endeavors,
our investment and planning expertsprofessionals can help you make smart choices
and deliverprovide peace of mindconfidence in reaching your objectives. After
discussions and research, our team will customize a strategy for you which will
be comprehensive, tax efficient and relentlessly focused on achieving your goals
and objectives.
You can expect competitive fees.
Whether your goals include maximizing your estate, business
ownership succession or liquidity, minimizing your taxes,
family legacies, or charitable endeavors, our investment
and planning professionals can help you make smart choices
and provide confidence in reaching your objectives. After
discussions and research, our team will customize a strategy
for you which will be comprehensive, tax efficient and relentlessly
focused on achieving your goals and objectives.
You can expect open
and clear communication. Even though you will have
an entire team dedicated to your
financial needs, you will enjoy a direct
relationship with one of our our professional financial advisors.
In addition, you will receive easy-to-read quarterly statements
detailing your transactions and portfolio holdings including a
calculation of your investment performance.
You will also enjoy access to these statements
via our website.
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