WealthTrust Arizona Ranked One of the Top Financial Advisors in Scottsdale
Given the large number of financial advisors in the Phoenix metro area, finding the best match for your requirements can be tricky. To help you narrow your search, AdvisoryHQ News released its 2016 ranking of top financial advisors in Scottsdale and Phoenix.
AdvisoryHQ News, an online news media, provides extensive research and independent reviews of top ranking financial firms. It has become one of the fastest growing ranking news media for the financial sector.
AdvisoryHQ News included WealthTrust Arizona in its recent ranking of top financial advisors. According to the group’s research:
“WealthTrust Arizona offers fee-based financial planning services to Arizona and 35 other states from its offices in Scottsdale and Chandler. The firm works with a select group of high-net worth clients, ensuring that each and every client receives personalized attention through a long-term relationship with his or her financial advisor.
“A unique aspect of the firm is that it is committee-based, meaning WealthTrust’s financial planners serve on committees that track economic trends and market climates. This ensures that clients receive advice that is based on the most up-to-date information which has been vetted by multiple professionals.”
According to AdvisoryHQ News, the key factors that enabled WealthTrust Arizona to be included in this ranking of top financial advisors were:
- Five-Pronged Approach – WealthTrust Arizona provides wealth management solutions in financial planning, portfolio management, retirement planning, estate planning and risk management.
- Integration of Portfolio and Estate Planning – WealthTrust Arizona develops strategic plans that evaluate a client’s current situation and goals. The company analyzes existing insurance and estate documents, monitors tax laws and macro-economic situations, reviews estate plans to ensure maximum tax benefits and maintains relationships with a client’s CPA and estate planning attorneys.
- Large Size – WealthTrust Arizona is able to provide its clients with a variety of tools and resources which may be unavailable at smaller firms. WealthTrust Arizona’s affiliation with WealthTrust, LLC offers access to a large network of professionals. It also provides insight into a variety of complex financial tools and situations, including asset allocation, retirement planning, key person protection, educational planning, buy/sell agreements, hedging strategies, asset titling, business succession and charitable giving strategies.
- Experience – WealthTrust Arizona offers clients over one hundred years of combined experience in complex wealth management and estate planning. The firm’s professionals include highly educated professionals with credentials such as Certified Financial Planner, Certified Funds Specialist, Professional Plan Consultant, Chartered Financial Analyst, Chartered Financial Consultant and Chartered Mutual Fund Counselor.
Selecting a financial advisor should be based on your unique goals, requirements and investment style. A good starting point in the selection process would be to review objective, third-party rankings. By narrowing down your options to the best qualified candidates, you will be well positioned to make an informed decision and remain on track to achieve financial success.
As a SEC registered advisory firm, WealthTrust Arizona’s financial advisors have earned at least one or more advanced degrees or professional designations, including the CFP designation. In addition, WealthTrust Arizona operates in a fiduciary capacity, which means we will manage your financial life without conflicts of interest. We’re concerned only with providing sound advice and a well-rounded service offering that meets your financial goals. WealthTrust Arizona is a trusted resource you can count on to manage your entire financial life.
To learn more about financial advisor services in Scottsdale, call for a free consultation at (480) 483-7300. You can also visit our website for more information.