Financial success brings complex challenges. Affluent families and individuals need knowledgeable guidance to evaluate the numerous options the financial world offers to preserve and transfer wealth.
You can rely on the specialists of WealthTrust-Arizona. Our team collectively combines over a century of successful experience in addressing complex estate and wealth management planning issues for families and individuals. Our advisors are highly educated and have earned at least one, often more, advanced degrees or professional designations, such as:
- Certified Financial Planner (CFP®)
- Master of Science and Financial Services (MSFS®)
- Master of Business Administration (MBA)
- Certified Funds Specialist (CFS®)
- Chartered Financial Consultant (ChFC®)
- Chartered Mutual Fund Counselor (CMFC®)
Our dedicated financial professionals are not only certified and licensed, they also engage in continuing education to stay abreast of the ever changing financial landscape. Further, each Arizona staff member is thoroughly trained in his or her unique role to assure the highest level of service to you.
Even though we are based locally, our network of resources and professionals stretches coast to coast 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 and Monetization strategies
- Asset Titling*
- Business Succession Planning
- Key Person Protection
- Buy/Sell Agreements*
*Available through our partnership with the law firm Colby & Thornes, PLLC
