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.
Hundreds of higher-net-worth families have placed their trust in WealthTrust-Arizona. Whether you are a business owner, a doctor, an executive, an entrepreneur, or retired, we would be honored to have the opportunity to do the same for you.
You can expect an outstanding personal relationship with a team. As a client, you will deal directly with an investment advisor leading a team of specialists 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. We believe 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 retirement planning, minimizing your taxes, family legacies, or charitable endeavors, our investment planners can help you make smart choices with 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 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.
