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Duties Involved with Management Trust

What Duties Are Involved with Management Trust?

Friday, October 30 2015

When it comes to financial matters, you need to clearly understand the fiduciary duties of trustees. Under Arizona law, a trustee has specific obligations to a trust and its beneficiaries.

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Woman With Retirement Planner At Table

Typical Questions Clients Ask Retirement Planners

Wednesday, October 28 2015

There’s no question that retirement planning is a complex process. After all, nobody can predict what will happen down the road. But, working with professional retirement planners can provide a

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Six Different Types of Financial Advisor Fees

The Six Different Types of Financial Advisor Fees

Monday, October 26 2015

The fees you can expect to pay for financial service can run the gamut — from commissions to hourly rates. Typically, you can expect to pay financial advisor fees in

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Financial advisor and senior man

Special Considerations Asset Managers Must Make for Single Seniors

Friday, October 23 2015

The role of asset managers has become critical for people in all life stages. However, given some of the unique challenges seniors face, professional financial management can be a game

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Fiduciary Management

Fiduciary Management and Naming a Trustee

Wednesday, October 21 2015

A trust is often used when you want to pass wealth to your heirs. Because the established trust “owns” your assets, settling your estate when you die becomes a simpler

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couple investment planning

Are You and Your Partner In-Sync with Your Investment Planning?

Monday, October 19 2015

What is investment planning? Basically, it’s a financial management process that first identifies an investor’s current financial situation, short- and long-term financial goals and tolerance for risk. Using this information,

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Will Your Beneficiaries Pay Inheritance Taxes

Will Your Beneficiaries Pay Inheritance Taxes in Arizona? Will You Pay Estate Taxes on Your Arizona Estate?

Friday, October 16 2015

Fortunately for Arizona residents, the answer to these questions is no! Unlike Arizona, some state have an inheritance tax. But Arizona has long been a top tax-friendly state for retirees.

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Personal Financial Management

What’s Your Preferred Approach to Personal Financial Management?

Wednesday, October 14 2015

Every investor has different experiences, knowledge and preferences when it comes to personal financial management. Everyone also has different amounts of available time to devote to investing and varying levels

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Retirement Strategies for High Income Earners

Top Retirement Strategies for High Income Earners

Monday, October 12 2015

The top federal income tax bracket currently stands at 39.6% — and future increases to this already staggering rate aren’t out of the realm of possibilities. When you also consider

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Portfolio Advisors

Investing Tips from Portfolio Advisors for High-Net-Worth Investors

Friday, October 9 2015

Investing goals for most investors are pretty straightforward:  maximize your returns while minimizing your taxes. It may be easy for some high-net-worth investors to develop an appropriate mix of stocks,

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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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