Our Experience
Affluent families and individuals require knowledgeable guidance to evaluate the numerous options the financial world offers to preserve and transfer wealth.
You can rely on the financial advisors at WealthTrust-Arizona. Our team collectively combines more than a century of experience in addressing complex wealth management and estate planning issues for families and individuals. Our financial advisors are highly educated and have earned at least one or more advanced degrees or professional designations, including:
- Chartered Financial Analyst (CFA®)
- Certified Financial Planner (CFP®)
- Master of Business Administration (MBA)
- Master of Science and Financial Services (MSFS®)
- Certified Funds Specialist (CFS®)
- Chartered Financial Consultant (ChFC®)
- Chartered Mutual Fund Counselor (CMFC®)
Through their designations, WealthTrust-Arizona’s financial advisors are held to a higher standard of ethics and best practices. To keep their professional accreditations, they engage in continuing education, helping them to stay abreast of the ever-changing financial landscape, giving our clients a competitive edge.
While we are based in Scottsdale and Chandler, we serve clients throughout Arizona and across the Phoenix metro area including Paradise Valley, North Phoenix, Cave Creek and Glendale. Our network of resources and professionals stretches nationwide through our affiliation with WealthTrust, LLC. We can provide you access to a full complement of precise understanding and insight into all aspects of asset preservation including:
- Asset Allocation
- Retirement Planning
- Educational Planning
- Charitable Giving Strategies
- Hedging Strategies
- Asset Titling*
- Business Succession Planning
- Key Person Protection
- Buy/Sell Agreements*
