Call Us800-694-5994480-483-7300

Contact Us Today
Free Consultation!

Senior couple meeting with agent

How Professional Financial Advice in Phoenix Can Help You Better Handle Market Volatility

Monday, November 30 2015

If you are an investor, you have experienced the ups and downs of the market. In recent weeks, we have seen wild swings causing many people angst. However, savvy investors

Read More »
Fiduciary Duty and the Suitability Standard

Do You Know the Difference Between a Fiduciary Duty and the Suitability Standard?

Friday, November 27 2015

Your financial advisor always has your best interests in mind, right? Not necessarily. It depends on whether they operate under a fiduciary duty or suitability standard. According to current law,

Read More »
Certified Financial Planner in Phoenix

18 Key Questions to Ask a Certified Financial Planner in Phoenix

Wednesday, November 25 2015

A certified financial planner in Phoenix is a professional who has earned the right to use the CFP® designation. This title is only available to those professionals who have met

Read More »

Work with Financial Consultants in Scottsdale and Keep Your Retirement Plan on Track

Monday, November 23 2015

If you plan to grow old, you need to plan for retirement. Everyone must prepare to have their finances last the entire length of their life. Even if it seems

Read More »
Financial Planner in Phoenix

Why High Net-Worth People Need to Work with Financial Planners in Phoenix

Friday, November 20 2015

Although it may seem unlikely those in the highest tax brackets need to worry about monthly budgets, everyone, even the wealthiest among us, can benefit from financial planning and working

Read More »
wealth management in Phoenix

Who Should Seek Wealth Management in Phoenix?

Wednesday, November 18 2015

You may have several professionals working with you – a lawyer, accountant, broker, insurance agent and others. So you’ve got your financial bases covered, right? Not necessarily. Who’s managing and

Read More »
wealth management firm in Phoenix

What Are the Attributes of a Successful Wealth Management Firm in Phoenix?

Monday, November 16 2015

Just like any other organization, an exceptional wealth management firm in Phoenix will not only be well managed, but they’ll attract and retain the best professionals in the industry. With

Read More »
using financial advisors in Phoenix

Using Financial Advisors in Phoenix at Various Life Milestones

Friday, November 13 2015

Financial advisors in Phoenix can help you at any point in your life. However, it’s a good idea to consider professional financial advice at these important junctures: Life Transitions –

Read More »
Retirement Planning in Scottsdale

Important Deadlines for Retirement Planning in Scottsdale

Wednesday, November 11 2015

To make the most of retirement planning in Scottsdale, you need to pay attention to certain deadlines throughout your life.  Here’s a summary of the milestones you and your retirement

Read More »
financial planning checklist

Want to Learn How to Develop an Estate Planning Checklist?

Tuesday, November 10 2015

If So, You Do Not Want to Miss WealthTrust Arizona’s Upcoming Workshop Losing a loved one is an emotionally draining experience. It can also throw your family’s finances into turmoil.

Read More »
Page 1 of 212

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

contact