SCOTTSDALE CORPORATE OFFICE
480-505-0234
Completely Independent and Unbiased Wealth Management Services
Our wealth management firm located in Scottsdale, AZ has years of experience providing completely independent and unbiased financial services to assist with your unique financial goals. The process of selecting the right financial advisor to help with your long-term wealth management needs can be confusing, time consuming, and extremely stressful. Our expert team provides personalized and strategic wealth planning built to ensure you're on pace to enjoy the retirement that you deserve.
We are committed to providing the best customer service to our wealth management clients and it is our main goal to take the stress and frustrations out of working with a financial advisor. We focus on strategic planning and execution to work towards the financial and retirement goals that you and your family may have. Ready to get started? Contact us now to book your free consultation with one of our wealth management experts.
The Wealth Plan Difference:
Independent & Unbiased Services
Unlike competitors in the wealth management space that may have ties with certain investment management firms, we remain independent so that we can continue to ensure that we always have our client's best interests to meet their financial goals. Our ability to provide independent and unbiased financial guidance means that you can rest assured that our unique wealth management plan for yourself and your family will not have any outside influences. Reach out now to get started to learn more and receive your free consultation to review your financial health and if you're on track to enjoy the retirement you deserve.
Award-Winning Firm
Wealth Plan Advisors has been recognized by multiple renowned publications for the exceptional customer service and wealth planning services that has allowed us to successfully deliver for our clients. You can learn more from the following link here that breaks down the specific awards and recognition that Wealth Plan Advisors has received (by year and publication) to learn more. Although receiving awards for our work in the wealth management industry is great recognition that we are on the right track, our proudest moments are delivering for our clients to ensure that they are on the right path to meet their retirement and financial goals.
Fee-Only
Clients have expressed their dissatisfaction with competitors that they've worked with who earn commissions on the wealth management products that they pitch to them. This creates a conflict of interest where the level of trust between the financial advisor and the client is difficult to maintain. At Wealth Plan Advisors, we charge a flat rate wealth management fee and we are not compensated on the sale of investment products. Interested in learning more? Contact us now to speak to one of our wealth management professionals.
Personalized Service
This is not a one size fits all approach to financial and retirement planning - we work with only a select number of clients each year and understand that every individual isn't a good fit for our business. Operating our firm this way ensures that we have the capacity to deliver the personalized service that each unique client situation deserves. Don't leave your financial and retirement future up to chance, contact us now to speak to one of our financial professionals to see if you are on track to meet your financial goals. We specialize in taking complex individual financial cases and breaking them down in a simple and effective way for our clients.
Experienced Professionals
Our expert team of financial advisors have the experience from years of working on real unique and complex retirement planning situations. We leverage our wealth management expertise to take a comprehensive look at our client's retirement and financial goals and deliver a carefully-crafted plan. You can learn more about our team by clicking here that will take you to our page that details each team member's bio and what they specialize in. Over the years our team of experts in the wealth management field have earned the trust of countless clients across the country.
Full Transparency
As a fiduciary, it is our obligation to our clients to legally and ethically be required to put our client's best interests before our own. You can learn more about the responsibilities of a fiduciary financial advisor by clicking here. We accomplish this by being an independent and unbiased wealth management firm and offering fee-only financial products as to not create a conflict of interest. Full transparency means that you can rest assured that when you work with our firm, you are in good hands and we always have your best interest in mind. You can schedule your free consultation now to learn more.