2020-2021 RANKING & REVIEWS
BEST FINANCIAL ADVISORS IN PHOENIX & SCOTTSDALE
Ranking of the Best Financial Advisors in Phoenix & Scottsdale, Arizona for 2020-2021
2020 has been what we would call an “interesting” year so far. The financial markets have seen unusual movements due to the uncertainty caused by the current COVID-19 pandemic and ongoing social unrest.
There’s no time like the present to try and find an excellent Scottsdale or Phoenix financial advisor. In times of economic uncertainty, the services of a financial advisor who can help you grow and protect your assets become even more important.
Luckily for you, if you’re living in the Scottsdale or Phoenix area of Arizona, there’s an excellent selection of top financial advisors to choose from in the area.
We’ve put together a list of the best Scottsdale and Phoenix financial advisors and wealth management firms for 2020-2021. This list includes a diverse and interesting selection of financial advisors who cater to many different client profiles.
Many of these firms have developed their own unique approach to financial advising and wealth management. Therefore, there should be at least one entry on the list of interest to you – no matter what your investor profile.
Award Emblem: Top 12 Best Financial Advisors in Phoenix & Scottsdale, AZ
12 Best Financial Advisors in Phoenix & Scottsdale, AZ | Brief Comparison & Ranking
| Top Phoenix & Scottsdale Financial Advisors | 2020-2021 Ratings |
| Alpha Fiduciary | 5 |
| Intelligent Capitalworks | 5 |
| KeatsConnelly | 5 |
| LifeTyme Financial LLC | 5 |
| MRA Associates | 5 |
| Perspective Financial Services | 5 |
| Ronald Blue Trust | 5 |
| Sensible Money | 5 |
| Silverhawk Wealth Management | 5 |
| TCI Wealth Advisors | 5 |
| Versant Capital Management, Inc. | 5 |
| WealthTrust Arizona | 3 |
Table: Top 12 Best Financial Advisors in Phoenix & Scottsdale, AZ | Above list is sorted by rating
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How to Find a Suitable Phoenix or Scottsdale Financial Planner
In order to pinpoint the best financial advisors in Scottsdale and Phoenix, there are a number of factors you need to consider. You’ll want to find a Scottsdale or Phoenix financial advisor who fits your profile. Choosing the right match for you will depend on the amount of investable assets you have, what stage of life you’re in, which services you require, and other factors.
Fee-Only vs. Fee-Based
Out of all the questions you should ask your financial advisor, one of the most important inquiries is whether their services are fee-only or fee-based.
A fee-based financial advisor may take a commission from third-parties for the sale of a financial product. This can at times be a conflict of interest. So if your financial advisor is fee-based, try to ensure that they are also a fiduciary. This means they are required by law to act in your best interests.
In contrast, the most transparent fee structure a financial advisor can have is “fee-only”. A firm that is fee-only does not accept any commissions from third parties. With a fee-only firm, you can be confident that they are acting in your best interests at all times.
2020-2021 AdvisoryHQ’s Selection Methodology
What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, and services that are ranked on its various top-rated lists?
Please click here: “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies.
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Detailed Review – Best Wealth Management Firms in Phoenix & Scottsdale, AZ
Below, please find the detailed review of each firm on our list of 2020-2021’s best financial advisors in Phoenix & Scottsdale, AZ. In each entry, we have summarized some of the factors that earned these wealth management firms a top spot in our ranking.
Click on any of the names below to go directly to the review section for that firm.
- Alpha Fiduciary
- Intelligent Capitalworks
- KeatsConnelly
- LifeTyme Financial, LLC
- MRA Associates
- Perspective Financial Services
- Ronald Blue Trust
- Sensible Money
- TCI Wealth Advisors
- Versant Capital Management, Inc.
- Silverhawk Wealth Management
- WealthTrust Arizona
Click below for previous years’ rankings:
- 2019 Review: 10 Best Financial Advisors in Phoenix & Scottsdale, AZ
- 2018 Review: Top 10 Best Financial Advisors in Phoenix & Scottsdale, AZ
- 2017 Review: Top 11 Best Financial Advisors in Phoenix & Scottsdale
- 2016 Review: Top 11 Best Financial Advisors in Phoenix & Scottsdale
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Alpha Fiduciary Review
Alpha Fiduciary is a fee-only firm providing wealth management in Phoenix.
This financial planner in Phoenix states that its mission is to understand the dynamics that influence each client’s life so they can provide the best financial advice and strategies for a successful path towards accumulating, retaining, and transferring wealth.
As a top financial advisor in Phoenix, Alpha Fiduciary has a strong commitment to putting their clients’ interests first and foremost. As a fiduciary, they do not accept any outside commissions for selling financial products.
Key Factors That Enabled Alpha Fiduciary to Rank as a Top Phoenix Wealth Management Firm
Unified Wealth Management
This Phoenix and Scottsdale financial advisor offers its clients much more than just wealth management and financial services. Alpha Fiduciary believes that a good wealth advisor should be able to adapt to its clients’ changing life circumstances.
So in an effort to assist its clients, the Phoenix financial advisor has listed a number of excellent resources that are available in the following areas:
- Divorce
- Job Loss
- Sudden Death
- Overspending
- Elder Issues
- Addiction
Personalized Wealth Management Strategies
This Phoenix financial planner prides itself on the fact that it holds itself accountable to its clients. It does not see them as just an account or portfolio to be managed. Instead, it offers clients personalized advisory services that build mutual trust.
In addition, Alpha Fiduciary believes that diversification of a client’s portfolio is the best way to manage risk. However, it also believes that investment strategies should not be too rigid in order to account for what is occurring in the market.
Best Phoenix Wealth Management 2020-2021
Alpha Fiduciary specializes in high-net-worth clients. They have several years of experience handling the unique needs of wealthy individuals and families. This makes them a great choice for wealthy clients who are looking for a holistic financial advisor in Phoenix for 2020-2021.
Intelligent Capitalworks Review
Intelligent Capitalworks is a fee-only, SEC-registered firm of Scottsdale financial advisors. Founded in 2005, the firm provides a range of financial planning and wealth management services for clients with assets of $2 million or more.
Key Factors That Enabled Intelligent Capitalworks to Rank as a Top Phoenix Wealth Management Firm
Client-Centric Mission
If you’re looking to be seen as an individual and not just be given the same portfolio template as everyone else, then this financial planner in Phoenix’s mission will be of interest to you.
They take a very client-centric approach to wealth management with the client at the center of everything they do. Their mission includes the following client commitments:
- Foster your ability to make better financial choices by planning, saving, investing, and protecting your wealth.
- Commit our creativity and leadership (which includes a combination of critical thinking, professional education and certification, and experience) to collaborate with you.
- Create value for you by helping you create successful plans to meet your life goals, and assisting with the development of wealth management strategies to support your plans.
- Dedicate our actions and resources to managing your finances each day, ensuring that goals are accomplished and that you stay on course.
Comprehensive Services
This top-rated Scottsdale financial planner provides comprehensive services that all work together to help their clients achieve success protecting and growing their wealth.
Their three branches of comprehensive services include:
- Managing your investments: Intelligent Capitalworks works to build a diversified portfolio of long-term investments to help clients reach evolving financial goals including planned income, cash needs, and asset growth.
- Planning your retirement: Intelligent Capitalworks empowers their clients to become the CEO of their own lives and sustain their wealth in retirement, whether they are planning ahead for retirement or already retired.
- Protecting your Estate: Intelligent Capitalworks addresses issues that arise from growing wealth, including planning your estate, managing risk, and creating effective philanthropic goals.
Rating Summary
This Phoenix financial advisor takes the task of looking after its clients very seriously. It has a strong focus on assisting their clients with both building and protecting wealth throughout their lives and well into retirement. The firm understands that it can be a significant challenge to plan for 30 years or more of your life without an earned income.
For these reasons, we’ve included Intelligent Capitalworks on our 2020-2021 list as one of the best financial advisors in Phoenix and given the firm a 5-star rating.
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KeatsConnelly Review
KeatsConnelly is the largest cross-border financial advisory firm in North America.
Founded in 1990, the Phoenix financial planner and wealth management firm assists both Canadians and Americans with the unique financial situations that come from living and working on both sides of the border.
KeatsConnelly has U.S. offices in Phoenix, AZ, and Boynton Beach, FL, and Canadian offices in Calgary, AB, and Regina, SK.
This wealth management firm in Phoenix is a fee-only fiduciary, which means their advisors do not accept any outside commissions or incentives for the sale of financial products and instead are completely dedicated to providing unbiased advice.
Key Factors That Enabled KeatsConnelly to Rank as a Top Scottsdale Financial Advisor
Cross-Border Specialty
As mentioned above, KeatsConnelly is the largest cross-border wealth management firm in North America. This is a rare specialty among financial advisors in Phoenix (and the rest of the country).
For families currently enjoying a cross-border lifestyle, it would be difficult to find a more experienced firm to work with than KeatsConnelly. They have over 25 years of experience dealing with the unique financial challenges that come with living and working in two different countries and help their clients expertly navigate that terrain.
Their cross-border offerings cover a variety of important financial services including:
- Tax Planning
- Accounting
- Real Estate Assistance
- Financial Planning
- Wealth Management
Clients will also appreciate the Phoenix wealth management firm’s Cross-Border Book Series (which includes multiple resources for both Canadians and Americans) and their social hub which offers a forum for clients to converse with others in their same situation.
Phoenix Financial Planners Providing Cross-Border Advice
Private Client Services
High-net-worth individuals often benefit from family office services to help manage complex family assets and day-to-day finances. As a top financial planner in Phoenix, KeatsConnelly provides this type of assistance through its private client services.
Clients can expect a personal touch and comprehensive strategy for managing their assets. This Phoenix wealth management firm provides multiple wealth management, financial planning, and cross-border services to private clients.
These include, but aren’t limited to:
- Immigration Planning
- Foreign Exchange
- Health Insurance
- Qualification for Government Programs
- Investment Management
- Administrative Services (i.e. Cash Flows & Risk Management)
- Tax Planning & Preparation
- Retirement Services
- Estate Planning
- Trust Administration
- Foundation & Philanthropy Administration
- Generational Planning & Education
Phoenix Financial Planning Services for Private Clients
Rating Summary
If you’re someone who lives life between the U.S. and Canada, then KeatsConnelly is a firm you should consider working with in 2020-2021. The firm is a top Phoenix financial planner company that is uniquely positioned to deal with the complexities of a cross-border lifestyle.
Not only this, but they also offer a comprehensive range of wealth management and financial advisory services, including family offices for high-net-worth families, trust services, and tax planning.
LifeTyme Financial, LLC Review
LifeTyme Financial, LLC is a fee-based financial advisor in Phoenix. We have included them on our list for 2020-2021 due to the company’s demonstrable commitment to their clients. This firm offers a wide range of services to individuals, families, and small business owners.
This Phoenix wealth management firm has over 40 years of combined experience with a particular focus on helping people understand their finances and the inner workings of their investments.
Key Factors That Enabled LifeTyme Financial to Rank as a Top Phoenix Wealth Management Firm
Commitment to Helping Clients Truly Understand their Investments
This popular Phoenix wealth management firm was founded on the desire to help people gain a deep understanding of their financial life and investments. LifeTyme Financial focuses on providing objective financial advice, which it accomplishes through a broad range of services including:
- Asset Management
- Life & Long-Term Care Insurance
- Elder Care
- Estate Planning
- Tax Planning
The firm has also developed a variety of resources designed to help individuals with their finances, including an app that allows clients to ask questions on the go, and the Lifetyme Financial Freedom Fighters Podcast.
Experience with Corporate Solutions
In addition to working with individuals and families, this top Phoenix financial advisor offers a full range of corporate solutions. These services include executive compensation programs such as deferred compensation, executive bonuses, split-dollar, Section 79, and fully insured 412(e)(3)s.
Other business-related services offered by these expert Phoenix financial planners include:
- Tax Planning Strategies
- Business Continuation Programs
- Buy/Sell Strategies
- Retirement Plan Solutions
LifeTyme’s business expertise and individual financial planning services make them a great option for business owners who would like to have all their financial management needs taken care of at a single firm.
Rating Summary
While this Scottsdale financial advisor firm is fee-based, we have given LifeTyme Financial a 5-star rating due to their fiduciary commitment and the excellent range of services they provide to their clients.
In addition, as a top wealth management firm in Phoenix, LifeTyme gives its clients the benefit of over 40 years of combined experience in Phoenix financial planning.
All of this makes Lifetyme Financial LLC worth considering as a financial advisor to use in 2020-2021.
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MRA Associates Review
Founded in 1991, MRA Associates is a top Phoenix financial advisory firm providing fee-only fiduciary services to its clients.
MRA Associates provides customized advice and innovative wealth management, tax compliance, and consulting services for corporate retirement plans, endowments, foundations, sovereign nations, individuals, and families throughout the western U.S.
In addition to having an office in Phoenix, AZ, they have branches in Las Vegas, NV, and Wayzata, MN.
Key Factors That Enabled MRA Associates to Rank as a Top Phoenix Wealth Management Firm
Independent Wealth Management Process
MRA’s specially defined wealth management process makes the interests of their clients the most important factor while ensuring that all financial decisions are both unbiased and completely customized.
This expert team of Phoenix financial planners takes a proactive and comprehensive approach to financial management in the following ways:
- MRA strives to understand the client’s overall financial health through a collaborative process.
- MRA advisors perform a complete review of cash flow, insurance, and tax planning in preparation for wealth transfer.
- MRA advisors help create individual and family statements of net worth.
- MRA places the client’s interests above their own.
- MRA provides clients a full team of experts that includes over 40 professionals and support staff, and advisors remain accessible every step of the way.
Top-Rated Wealth Management Firms in Phoenix & Scottsdale
Experience with Corporate Clients
As one of the best financial advisors in Phoenix, MRA understands that corporations need to carefully balance portfolio growth while monitoring risk. They serve the specialized needs of corporate clients by helping them achieve their goals with innovative investment strategies.
The range of services offered to corporate clients includes:
- Constructing Portfolios
- Selecting Investments
- Customizing Investment Policy Statement (IPS)
- Monitoring, Rebalancing & Trading Portfolios
- Considering Tax Implications
- Using Asset Location Opportunistically
Rating Summary
AdvisoryHQ has chosen MRA as one of the top Phoenix financial planners for 2020-2021 for a number of reasons.
First, MRA has a Phoenix financial advisor team that demonstrates a real understanding of what their clients need to plan for the future and helps them think about both the growth and protection of their assets.
Secondly, they provide an extensive range of services that cater to the individual, family, and institutional clients. Each type of client is guaranteed to receive top-notch personalized services from MRA in 2020-2021.
Perspective Financial Services Review
Perspective Financial Services is an independent, fee-only Registered Investment Advisor in Phoenix. This team of Phoenix financial advisors believes in building long-term relationships based on proven financial strategies and two-way communication.
This top Phoenix wealth management firm offers its clients a wealth of expertise from a strong team of advisors. They pride themselves on their focus on research and financial strategies, which offer clients the guidance they need to achieve their financial goals. This is especially important during uncertain economic times.
Key Factors That Enabled Perspective Financial Services to Rank as a Top Phoenix Wealth Management Firm
6 Key Elements to Financial Planning
As a top-rated Phoenix wealth management firm, Perspective Financial Services takes a comprehensive and flexible approach to financial planning. This approach is designed to meet the needs of ever-changing financial situations.
Perspective Financial Services works to make financial planning less intimidating and more straightforward. They do this through their 6 Key Elements to Financial Planning:
- Structure: Customized services and online tools keep all aspects of your financial life organized and structured.
- Progress: Periodic reviews and consistent encouragement help you prioritize and keep financial goals on track.
- Objectivity: Involves transparency, full disclosure, and research-driven strategies to eliminate emotional decisions.
- Proactivity: The firm’s Phoenix financial planning services are designed with flexibility in mind to ensure long-term success.
- Insight: These financial advisors in Phoenix strive to understand each client’s unique background, philosophy, needs, objectives, and concerns.
- Collaboration: The firm makes it a priority to create long-term relationships, working collaboratively to lay a foundation of mutual respect.
Top Phoenix Wealth Management 2020-2021
Online Tools
This innovative Phoenix financial planner has developed a variety of online tools designed to help clients navigate their financial lives and bring the customer experience into the 21st Century.
Perspective’s easy-to-use online portal gives clients a convenient way to communicate with the team at this Phoenix wealth management firm, track their financial progress, and view investments and actions with just a few clicks.
The portal also includes a secure document vault, portfolio reporting, and personal financial planning tools. These features provide convenient and on-the-go access for busy clients, allowing them to stay in touch with their financial strategies and keep track of how they’re progressing.
Rating Summary
Due to their fiduciary commitment, the firm puts the financial wellbeing of its clients at the center of everything they do. And their fee-only structure ensures that they don’t receive any commissions for the sale of financial products.
Clients can be assured that the Phoenix wealth management firm is acting in their best interests at all times.
This is why we’ve included Perspective Financial Advisors on our list as one of the best Phoenix financial advisors for 2020-2021.
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Ronald Blue Trust Review
Ronald Blue Trust is a well-established firm of Phoenix financial planners, founded all the way back in 1979. It is one of the larger firms on this list – serving more than 9500 clients across all 50 U.S. states.
Ronald Blue is a fee-only Phoenix wealth management firm that specializes in using Biblical wisdom to help Christian clients keep their financial planning and wealth management aligned with their values.
Key Factors That Enabled Ronald Blue Trust to Rank as a Top Phoenix Wealth Management Firm
Client Divisions
Ronald Blue Trust has 5 distinct service divisions, each customized to cater to the unique financial needs of each clientele. These divisions include:
- Private Wealth: Ronald Blue Trust offers comprehensive services to clients with an approximate net worth of $1 million.
- Family Office: These services focus on the complex needs of multi-generational families.
- Professional Athlete: The firm offers athletes the expert strategies needed to build and maintain wealth during a shorter career span.
- Everyday Steward®: A set of signature financial planning strategies for those just getting started.
- Business Consulting: Leveraging both Biblical wisdom and practical expertise, this top Phoenix wealth management firm also offers a full suite of financial services for businesses.
Faith-Based Approach
Rather than focusing solely on how much money can be made, the philosophy behind Ronald Blue Trust’s wealth management in Phoenix and around the country is to help their clients enrich their lives.
For these Phoenix financial advisors, this enrichment can be attained by using Biblical principles as a foundation for financial planning and investment management. These principles help their clients mold a legacy defined by “financial, spiritual, and social capital.”
For clients looking for a faith-based approach to financial planning in Phoenix, Ronald Blue Trust offers a unique perspective on financial health, allowing clients to align their finances and their faith.
Rating Summary
Ronald Blue is a great option if you’re looking for a Phoenix wealth management firm with a strong Christian ethos and a 5-star rating in 2020-2021.
Its use of Biblical principles to guide its financial and wealth management advice is an attractive and unique feature for Christians who want to consider growing and protecting their wealth in these uncertain times we find ourselves in.
Sensible Money Review
Sensible Money is a fee-only Scottsdale financial advisor company that takes a friendly approach to financial planning. The firm offers services for a diverse range of clientele including individuals, families, entrepreneurs, business owners, retired executives, and commercial clients such as CPAs, physicians, and auto dealers.
Key Factors That Enabled Sensible Money to Rank as a Top Scottsdale Financial Advisor
Retirement Planning
This Scottsdale financial advisor firm is a leader when it comes to offering advice on planning for retirement. Sensible Money recognizes the importance of retirement planning as one of the most important financial decisions people will ever make.
This firm of Scottsdale financial advisors has an independent and transparent fee structure, which means that clients’ money is in good hands.
In addition, Sensible Money’s founder has written a best-selling book on retirement and is considered one of the foremost thought leaders in the area.
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Juicing® PLAN & Juicing® PLUS
Juicing® is Sensible Money’s proprietary financial planning offering, a process that incorporates clients’ personal values and financial strengths. The firm offers 2 levels of these services – Juicing® PLAN and Juicing® PLUS.
The typical price this Scottsdale financial advisor charges for its Juicing® PLAN is $6,900. Pricing for the Juicing® PLAN is straightforward and transparent, with a $1,200 one-time deposit and balance of $5,700 due once the plan is complete.
For individuals with investible assets over $1 million, the firm offers these clients Juicing® PLUS, an all-inclusive service that adds a full suite of financial offerings. This package has no deposit and starts at an asset-based rate of 1.25% of the first $1 million.
Rating Summary
We’ve included Sensible Money as one of the best financial advisors in Phoenix and Scottsdale for 2020-2021 due to the transparent nature of their pricing and their commitment to making the best investments for their clients.
This fee-only pricing structure makes these Scottsdale financial planners an excellent choice for anyone wanting to plan and grow their assets for retirement.
So whether you’re just beginning your financial journey, or are concerned about protecting your high-value assets in choppy economic waters, you should consider utilizing the services of Sensible Money to guide you.
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TCI Wealth Advisors Review
TCI Wealth Advisors is a large fee-only independent and registered investment advisory firm. Their fee-only structure means that they exercise full independence when making investment decisions on behalf of their clients.
This top-rated Phoenix wealth management firm also makes a fiduciary commitment to put their clients’ interests first and to provide long-term financial planning that clients can count on for generations.
Key Factors That Enabled TCI Wealth Advisors to Rank as a Top Scottsdale Financial Advisor
Client Focused Financial Advice
This team of Scottsdale financial planners operates their firm using a fee-based model. This type of fee structure ensures that the only fees the firm receives are the ones it gets from its clients.
Clients can be sure that the advice they are receiving is the best possible advice for them based on their personal circumstances. A fee-only structure precludes a financial advisor from accepting fees or commissions for the sale of financial products.
Best Wealth Management Scottsdale
Comprehensive & Customized Financial Planning
Whether you’re planning for retirement, funding a child’s future education, or looking for tax assistance, TCI Wealth Advisors can help. As one of the best Scottsdale financial planners, TCI offers a wide range of financial planning services to address a variety of financial needs.
These customized financial planning services include:
- Life Planning
- Financial Education
- Cash Flow Analysis & Planning
- Financial Freedom
- Tax Planning
- Retirement Planning
- Estate Planning
- Education Planning
- Insurance Planning
Rating Summary
A number of factors influenced our decision to include TCI Wealth Advisors as one of the top Scottsdale financial advisors for 2020-2021.
They are a firm with a strong fiduciary commitment to act in the best interests of their clients. Clients who use TCI as their Scottsdale financial advisor will receive financial advice and wealth management services that will put their best interests and financial future first.
This is a firm that definitely deserves a 5-star rating on our 2020-2021 list.
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Versant Capital Management, Inc. Review
Versant Capital Management, Inc. is an independent and fee-only Phoenix financial advisor firm. Versant Capital has been around for more than 30 years helping clients achieve their financial goals.
The name “Versant” comes from the word for “experienced” or “practiced”, highlighting the firm’s primary mission: to act as skilled, well-versed, and highly knowledgeable financial and wealth advisory partners to their clients in Phoenix and the surrounding area.
Key Factors That Enabled Versant Capital Management to Rank as a Top Phoenix Wealth Management Firm
Redefined Client Services
This top Phoenix financial advisor believes in blazing trails rather than being a follower. Versant’s client services are unique and wholly redefined in contrast to traditional wealth management services. They include:
- Capital Sufficiency Analysis: Advisors will work with you to define both personal and family goals and design tailored plans to effectively address assets, liabilities, cash flow, and taxable income.
- Investment Performance Reporting & Coordination: Clients can expect full transparency and clarity with regular review meetings and detailed reporting on financial progress.
- Family Financial Resources: The firm’s holistic approach to family finances addresses every aspect of financial health including insurance, employee benefits, tax compliance, estate planning, and more.
- Family Governance: Versant works to prepare heirs through financial education, developing family vision, and identifying values and goals.
Best Financial Advisors in Scottsdale and Phoenix
Focus on Long-Term Relationships
A core tenet of Versant Capital is to build long-term, multi-generational relationships with its clients.
Financial professionals will engage, educate, and work side-by-side with clients and their descendants to ensure the entire family is involved throughout the advisory process.
Unlike many other firms offering wealth management in Phoenix, Versant Capital gives its clients direct access to the Chief Investment Officer, who oversees the managing of client portfolios. This allows clients to get the insight they need into their portfolio and financial strategies.
Rating Summary
With Versant, clients receive services from a team of professional and seasoned Phoenix financial advisors. The firm has been in operation for more than 30 years in the Phoenix and Scottsdale areas and has amassed a base of loyal clients. It is clear that the firm has built these relationships with its clients based on trust.
If you’re looking for a company that you can maintain an ongoing long-term relationship with and who will assess your financial situation in a holistic manner, then consider working with Versant in 2020-2021.
Silverhawk Wealth Management Review
Silverhawk Wealth Management is a top-rated team of Scottsdale financial advisors. The firm also has offices in Denver, Irvine, Memphis, and Seattle. They have over 40 years of experience serving high-net-worth individuals, closely-held corporations, physicians, tax attorneys, and CPAs.
We cannot confirm whether Silverhawk works with a fee-only or fee-based structure, though the firm is likely fee-based due to potential commissions from insurance sales or third-party money managers.
We always suggest that you verify a firm’s fee structure before entering into a wealth management or financial planning relationship.
Key Factors That Enabled Silverhawk Wealth Management to Rank as a Top Scottsdale Financial Planner
Praetego System℠
While high-net-worth clients enjoy the lifestyle that comes with wealth, they also have finances that are more complicated to manage effectively. That’s why Silverhawk Wealth Management has developed the proprietary Praetego System℠ to proactively identify and counteract potential financial issues before they become a problem.
This specialized division of asset protection planning is designed to help clients avoid lawsuits, unfair judgements, or unfair claims of liability that may be sparked by increasing wealth.
The Praetgeo System℠ provides these high-net-worth clients with the tools to protect and defend their assets. This is done through available legal options, existing financial vehicles, and common business structures.
The TRIA Formula
The expert team of Scottsdale financial advisors at Silverhawk offers its own signature formula for managing investments. This formula creates a diversified portfolio that manages risk and assists clients with ideal asset allocation based on their own personal profiles.
The TRIA formula was developed over the firm’s 40+ years in business, and this unique diversification of assets ensures that volatility in any one market is mitigated by exposure to the other asset categories.
Rating Summary
We’ve chosen Silverhawk Wealth Management as one of the top firms in 2020-2021 who provide wealth management in Scottsdale due to their excellent programs that assist clients in protecting their assets and managing risks.
In 2020, when financial markets are showing signs of volatility, Silverhawk is an excellent choice for clients looking for a firm to protect their wealth. This expert firm is definitely one of the best Scottsdale financial planners to consider in 2020-2021.
WealthTrust Arizona Review
Founded in 1996, WealthTrust Arizona takes a holistic approach to wealth management. The Scottsdale financial advisor carefully integrates multiple areas of their clients’ financial lives into a successful strategy.
WealthTrust is a fee-based wealth management firm. However, we have included them on our list of top Scottsdale financial advisors for 2020-2021 because they uphold a fiduciary standard to give clients unbiased advice. We believe they are committed to putting their clients’ interests first and foremost in everything they do.
Key Factors That Enabled WealthTrust Arizona to Rank as a Top Firm Providing Wealth Management in Scottsdale
Full Range of Services
In keeping with their holistic approach, these top financial advisors in Scottsdale/Phoenix offer a full range of services that covers the many facets of money management that people may need throughout their lives.
With more than 20 years of experience, WealthTrust’s highly-certified advisory team provides the following financial services:
- Estate Planning: WealthTrust’s Scottsdale financial advisor will work in partnership with your estate-planning attorney to protect your financial legacy.
- Financial Planning: Advisors will work with you to create a customized financial plan with the clear steps needed to achieve your financial goals.
- Long-Term Care: WealthTrust’s Arizona advisors work with both families and individuals to create personalized strategies associated with long-term care needs.
- Portfolio Management: Investment options are carefully screened for low-cost and high-quality options. WealthTrust advisors utilize a diverse range of strategies to create a resilient portfolio.
- Retirement Planning: These Scottsdale financial planners work to preserve and grow your wealth so you don’t outlive your money and can retire comfortably.
- Risk Management: The firm can help you prepare for unforeseen circumstances so you can minimize the potential negative impacts and protect your wealth.
- Taxation: The firm uses a methodical approach to help you minimize your tax burden without compromising portfolio performance.
Low Cost, High-Quality Philosophy
Clients working with WealthTrust Arizona will benefit from their philosophy that managing risk is just as important as seeking returns. They look for investment products that are low-cost and high-quality in order to better maximize their clients’ portfolio success.
This top Scottsdale financial advisor takes a disciplined approach to the investment process, tailoring portfolio choices to each client’s unique needs and risk tolerance.
They also use a smart combination of both real-world experience and technology to determine the optimal investments for each client.
Top Phoenix and Scottsdale Financial Planners 2020-2021
Rating Summary
WealthTrust offers an extensive range of wealth management services, from retirement planning to wealth management. If you’re somebody who has a low-risk tolerance and would like to protect your assets rather than focus on aggressive growth, then this Scottsdale financial planner could be the right choice for you.
While we were impressed with the firm’s diverse range of services and their investment philosophy, we would recommend that they update their website to give potential clients a better first impression of the firm and what they have to offer. For this reason, we’ve awarded WealthTrust a 3-star rating in 2020-2021.
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Conclusion – Best Financial Advisors in Phoenix & Scottsdale for 2020-2021
We hope that you’ve found our list of the top 12 Scottsdale and Phoenix financial advisors for 2020-2021 useful. After the recent economic upheaval caused by the COVID-19 pandemic and other social issues, the future seems uncertain. However, this is an ideal time to start to plan ahead and assess what steps you need to take to grow and protect your assets in uncertain times.
The next step we would recommend towards choosing a firm providing wealth management in Scottsdale/Phoenix is to take a closer look at the websites of those firms that best aligned with your wealth profile. After this, you should arrange a consultation with your top choices and get to know the firm and their philosophy a bit better.
Most importantly, don’t forget to check if the firm you are dealing with operates under a fee-based or fee-only structure, and determine if the company acts as a fiduciary.
By asking these questions you’ll be in a better position to find your ideal Scottsdale/Phoenix financial planner in 2020-2021.
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Image Sources:
- https://www.alphafiduciary.com/
- http://www.keatsconnelly.com/
- http://www.keatsconnelly.com/
- https://www.mraassociates.com/
- https://moneyaz.com/philosophy/
- https://www.sensiblemoney.com/retirement-experts/
- https://tciwealth.com/
- https://versantcm.com/wealth-management-counselors-investment-philosophy/#history!loading
- https://wealthtrust-arizona.com/index.html
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