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About wealth management

Our Difference Makes A Difference

Founded in 2005, Wealth Management, LLC has become one of the fastest growing independent investment advisory firms in Arizona by remaining true to its founding principles and core strengths.

The simple fact is we are dedicated to each and every client. We prize the relationships we work hard to create and maintain. The way we do this is through exceptionally personalized service which is what sets us apart in the industry. We know that when it comes to wealth management, no matter how experienced a client is with investing and growing their wealth, no client wants a cookie cutter approach. From comprehensive big-picture planning for seasoned and savvy investors to personal financial coaching for emerging entrepreneurs, our commitment is unwavering. As a client, we will work closely with you and apply our expertise and knowledge to help you navigate through different financial stages of life so that you can achieve your goals.

 

While we are one the of largest financial services companies in Arizona, we avoid using the kind of modeling systems that are pervasive in the industry. Too often, they are a convenience for the large firm and a disservice to clients. These systems lead to a homogenized approach using inappropriate criteria to “sell” clients the flavor-of-the-month products. We, on the other hand, talk with you. We want to know what your financial state is right now and what you want it to be in the future. We get to know you so that we can individually tailor our services to help to help you realize your financial aspirations. We ask a lot of questions, we do a lot of listening and we act only in accordance with your stated desires.

 

For clients who seek a unified plan that incorporates accounting and tax planning, we offer services provided by our CPA partner, Henry & Horne, LLP. To learn more about them, simply click on their name.

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