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Phoenix Investment Advisors

At WealthTrust Arizona, our Phoenix investment advisors take great pride in establishing lasting  relationships with our clients. By taking the time to understand all of your financial objectives, our team will work closely with you to develop a plan that works toward achieving your investing, retirement and asset management goals. Whether you want to invest for retirement, set up college funds for your children or grandchildren, or get professional estate planning services, our Phoenix investment advisors will focus on your needs, goals and objectives when formulating your financial plan.

Committee-Based Approach to Investing

WealthTrust Arizona offers an effective, committee-based approach to portfolio management. Our financial advisors serve on various committees, each of which monitors, tracks and reports on the performance of a different investment market. This committee-based approach allows us to make the best decisions to positively impact your investment portfolio. We employ several teams of financial advisors who work together to keep a close eye on market, political and economic trends that may affect our clients' portfolios. Each committee then develops strategic investment recommendations based on their research, allowing WealthTrust Arizona to provide the most informed – and advantageous – investment advice to our clients.

Effective Wealth Management for High-Net Worth Investors

At WealthTrust Arizona, we specialize in helping affluent individuals preserve, protect and grow their wealth. High-net worth investors have different needs and goals than most investors, which requires the implementation of different strategies to achieve those unique goals. Our Phoenix financial advisors have over 100 years of combined experience managing the portfolios of wealthy investors like you.

Call (480) 483-7300 today to schedule a free “get acquainted” meeting with the Phoenix investment advisors at WealthTrust Arizona. Based in Scottsdale and Chandler, we provide comprehensive estate planning, retirement planning, financial advising and portfolio management services for the entire Phoenix Metro area. 

 

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