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Financial Advisor Scottsdale

If you have been looking for an investment advising firm with extensive market experience that will provide active management of your portfolio using a team-based approach, WealthTrust Arizona may be the right firm for you. We are the financial advisor Scottsdale residents trust for comprehensive asset management services. From portfolio management and tax planning to retirement planning and estate plan development, WealthTrust Arizona specializes in helping affluent individuals and families effectively manage their wealth and plan for a brighter future.

Experience You Can Rely On

Our team of trusted financial advisors has more than a century of combined experience in handling a wide range of complex asset management matters for high-net worth families and individuals. All of our financial advisors have earned one or more of the following specialized degrees or professional designations:

  • Certified Financial Planner (CFP®)
  • Certified Funds Specialist (CFS®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Mutual Fund Counselor (CMFC®)
  • Master of Business Administration (MBA)

In addition, our wealth management experts routinely take continuing education courses to stay up-to-date on the latest investment tools and industry trends. What does this mean for you? When you hire WealthTrust Arizona, you will be working with the most experienced financial advisor Scottsdale has to offer.

Active Account Management

WealthTrust Arizona routinely monitors the progress of our clients' accounts and the performance of their portfolios to ensure the investment strategy we have implemented continues to align with our clients' financial goals. We will schedule regular meetings with you, the client, in order to review any changes in life or economic circumstances and revise your financial plan in light of those changes.

Team-Based Investment Management

The financial advisors at WealthTrust Arizona serve on specialized committees that monitor and track market trends for a variety of different types of investments. This team-based approach provides effective portfolio management for our clients.

Call (480) 483-7300 today to schedule a free consultation with WealthTrust Arizona, the financial advisor Scottsdale residents have come to rely on for comprehensive estate planning, retirement planning and wealth management services. 

 

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