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Choosing the right financial advisor can significantly influence your path to long-term financial success. Whether you’re getting ready for retirement, enhancing your investment portfolio, or managing your business finances, Scottsdale boasts a diverse array of firms equipped to meet various financial goals. To help you take the first step, we’ve compiled a list of 10 well-respected financial advisors in Scottsdale, celebrated for their specialized expertise, customized financial plans, and reliable track records.
WT Wealth Management – Scottsdale
Website: https://www.wtwealthmanagement.com
Phone: 18008250616
Email: tuscon@wtwealthmanagement.com
Address: 7161 E. Rancho Vista Dr. Scottsdale AZ 85251
WT Wealth Management delivers customized investment solutions for affluent individuals and families. Their financial planning process emphasizes understanding each client’s unique values and financial aspirations. High-net-worth clients benefit from sophisticated strategies addressing complex wealth management challenges.
Wilde Wealth Management Group
Website: http://www.wildewealth.com/
Phone: 18003949416
Email: kayla@wildewealth.com
Address: 7025 N Scottsdale Rd STE 115 Scottsdale AZ 85253
Wilde Wealth delivers comprehensive financial planning including tax-aware investment strategies. Their services encompass retirement planning, risk management, and estate planning solutions. Clients benefit from integrated advice addressing all aspects of financial wellbeing.
Brant Westbrook Financial Services
Website: http://www.westbrookfinancial.com
Phone: 14804247271
Email: rwestbrook@westbrookfinancial.com
Address: 7425 E Stetson Dr Scottsdale AZ 85251
Hawthorn Capital, based in Wichita, Kansas, is a wealth management firm that emphasizes a holistic approach to financial planning. Their philosophy, termed “Wealth Life Management,” focuses on aligning financial strategies with individual life goals, ensuring that money serves as a tool to support one’s desired lifestyle. The firm offers a range of resources, including digital books, videos, and financial calculators, to assist clients in making informed decisions. Securities and advisory services are provided through American Independent Securities Group, LLC (AISG, LLC), a member of FINRA and SIPC. Hawthorn Capital is not affiliated with AISG, LLC.
Westbrook Financial Services
Website: http://www.westbrookfinancial.com
Phone: 14804247271
Email: rwestbrook@westbrookfinancial.com
Address: 7425 E Stetson Dr Scottsdale AZ 85251
Hawthorn Capital, based in Wichita, Kansas, is a wealth management firm that emphasizes a holistic approach to financial planning. Their philosophy, termed “Wealth Life Management,” focuses on aligning financial strategies with individual life goals, ensuring that money serves as a tool to support one’s desired lifestyle. The firm offers a range of resources, including digital books, videos, and financial calculators, to assist clients in making informed decisions. Securities and advisory services are provided through American Independent Securities Group, LLC (AISG, LLC), a member of FINRA and SIPC. Hawthorn Capital is not affiliated with AISG, LLC.
WealthVP
Website: https://www.wealthvp.com
Phone: 16026131202
Email: concierge@wealthvp.com
Address: 6900 E Camelback Rd Suite 1010 Scottsdale AZ 85251
WealthVP specializes in venture capital opportunities and private wealth management services. Their platform provides qualified investors access to exclusive private market investments. Clients gain exposure to high-growth potential opportunities typically reserved for institutional investors.
WealthTrust Advisors
Website: https://wealthtrustadvisors.com/
Phone: 14804837300
Email: submittal@wealthtrust.com
Address: 17200 N Perimeter Dr Suite 203 Scottsdale AZ 85255
WealthTrust Advisors delivers personalized financial strategies combining portfolio management with retirement planning expertise. Their services cater specifically to high-net-worth individuals with complex financial needs. Clients benefit from customized solutions addressing wealth accumulation, preservation, and transfer.
Vineyard Financial Group
Website: http://www.vineyardfinancialgroup.com/
Phone: 14803461250
Email: pbergan@vineyardfinancialgroup.com
Address: 8655 East Vía de Ventura Scottsdale AZ 85258
Vineyard Financial Group – Located in Scottsdale, Arizona, Vineyard Financial Group offers customized financial planning, investment management, and retirement solutions. Visit vineyardfinancialgroup.com.
Waddell & Reed Inc. – Financial Advisors
Website: http://chandler.familytreeplanning.com/
Phone: 14804485670
Email: info@familytreeplanning.com
Address: 6263 N Scottsdale Rd Suite 218 Scottsdale AZ 85250
Waddell & Reed Inc. – Financial Advisors, located in Scottsdale, Arizona, provides customized financial planning and investment solutions to individuals and businesses. Learn more at familytreeplanning.com.
Vantage Financial Services
Website: http://vantagefinancialservices.net/
Phone: 14809916711
Email: marshall@vantagefinancial.net
Address: 7373 N Scottsdale Rd Suite A-287 Scottsdale AZ 85253
Vantage Financial Services, based in Scottsdale, Arizona, specializes in financial advisory and wealth management services. The firm is committed to delivering personalized strategies designed to secure long-term financial success. Learn more at vantagefinancialservices.net.
United Planners Financial Services
Website: http://www.unitedplanners.com/
Phone: 14809910225
Email: azlamal@upfsa.com
Address: 7333 E Doubletree Ranch Rd Scottsdale AZ 85258
United Planners Financial Services is a Scottsdale, Arizona-based independent financial services firm that supports financial advisors with comprehensive investment and wealth management solutions. Their client-first approach ensures high-quality financial planning services. More information is available at unitedplanners.com.
Tushaus Wealth Management
Website: https://www.tushausgroup.com/
Phone: 14802107556
Email: chase@optimistretirement.com
Address: 9141 E Hidden Spur Trail Scottsdale AZ 85260
Tushaus Wealth Management is an independent registered investment advisor with offices in Scottsdale, AZ, San Diego, CA, and multiple locations across the United States. Originally serving the medical profession as the exclusive financial and investment services provider for the Arizona Medical Association (ArMA), they now offer comprehensive wealth management services to a diverse clientele.
Trajan Wealth
Website: https://trajanwealth.com/
Phone: 14809903300
Email: clientdevelopment@trajanwealth.com
Address: 18700 Hayden Rd Suite 470 Scottsdale AZ 85258
Trajan Wealth is a financial services firm offering wealth management, retirement planning, and estate planning services. Founded in 2012 by Jeff Junior, the firm is headquartered in Scottsdale, Arizona, with additional offices in Gilbert, Goodyear, and Peoria. Trajan Wealth operates as a fiduciary, providing clients with personalized financial strategies tailored to their goals. Their services include custom portfolio design, 401(k) rollovers, private equity investing, and estate planning. Clients can schedule a consultation by calling (480) 990-3300.
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