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Questions to Ask Your Wealth Manager

4 Important Questions to Ask Your Wealth Manager

Wednesday, September 30 2015

When the stock market is humming along, investors may be less likely to ask questions of their wealth managers. But when things seem to be going south, like during the

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Financial advising

Why Affluent Investors Need a Wealth Management Firm in Phoenix

Monday, September 28 2015

Wealth is gained in many ways. Some people earn a lot of money from a business they own. Others inherit assets from a relative. And some achieve wealth through years

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Private Wealth Management

What’s the Difference between Financial Management and Private Wealth Management?

Friday, September 25 2015

The simple answer is the type of client each type of advisor serves. A wealth manager is a financial manager. But, a financial manager isn’t necessarily a well-qualified wealth manager.

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estate planning

What is Estate Planning?

Wednesday, September 23 2015

Almost everyone has an estate. So, almost everyone will need to participate in some sort of estate planning. The first step in the process is to understand the concept –

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investment management

Talking Buying and Selling Strategy with Your Investment Manager in Phoenix

Monday, September 21 2015

When to buy and sell investments is an age-old question with many different points of view. You can find a ton of advice from professional financial advisors and amateur investors

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SEC Joins White House in Battle over Fiduciary Responsibility

SEC Joins White House in Battle over Broker Fiduciary Responsibility

Friday, September 18 2015

Echoing President Obama’s concern regarding the lack of fiduciary responsibility among brokers, the head of the U.S. Securities and Exchange Commission (SEC) recently called for tighter rules as well. Both

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Have You and Your Retirement Planner in Phoenix Developed a Business Succession Plan?

Wednesday, September 16 2015

Many clients using wealth management services own a businesses. Yet, some business owners have put off including a business succession strategy in their retirement plan. This omission can have dire

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Financial Tips for Investors

7 Financial Tips for Investors

Monday, September 14 2015

At the beginning of every year, financial gurus publish lists of things investors need to do to achieve their goals. Now that we’re half way through 2015, it’s a good

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Top Traits of an Asset Manager

4 Top Traits of an Asset Manager in Arizona

Friday, September 11 2015

An asset manager in Arizona refers to a financial services company that manages clients’ investments. These firms provide access to a variety of traditional and alternative investment vehicles, including many

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Asset Management Firm

What You Need to Know about Asset Management Firms

Wednesday, September 9 2015

Asset management firms invest client funds into securities that match financial goals. Because they have a larger pool of available investments than an individual investor, they can offer more diversification.

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Who We Are

WealthTrust Arizona is a Securities and Exchange Commission (SEC) registered advisory firm serving high net worth investors who seek informed, objective counsel to manage their financial plan. more

What We Do

Integrate every aspect of your financial life: investments, retirement planning and estate considerations, all managed by experienced financial advisors. more

How We Work

HowOur dedicated financial planners are engaged in continuing their education to stay abreast of changes in the ever-changing financial landscape. more

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