WealthTrust-Arizona, which is one of the ten largest Independent Fee-Based Firms in the state of Arizona*, strives to provide clients with objective guidance that directly links a client’s success to ours - making your success our primary goal. The professionals at WealthTrust-Arizona share a single-minded purpose: Work as a team to deliver sophisticated, integrated investment and estate planning solutions to families, executives, business owners and other professionals to enhance and protect their wealth, reflect their values and achieve their lifetime goals. We offer long-term financial planning, portfolio management, estate planning, retirement planning, risk management and insurance planning. We are one of the few wealth management firms that integrate financial planning with access to estate planning attorney services in order to streamline an otherwise tedious process for you.
View Top Employees from WealthTrust - ArizonaWebsite | http://www.wealthtrust-arizona.com |
Revenue | $126.6 million |
Employees | 11 (11 on RocketReach) |
Address | 8434 E Shea Blvd, Scottsdale, Arizona 85260, US |
Phone | (480) 483-7300 |
Fax | (480) 443-4810 |
Industry | Finance, Investment Banking, Brokerage |
SIC | SIC Code 6211 Companies, SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular WealthTrust - Arizona employee's phone or email?
The WealthTrust - Arizona annual revenue was $126.6 million in 2023.
Paul Ahern is the Partner of WealthTrust - Arizona.
11 people are employed at WealthTrust - Arizona.
WealthTrust - Arizona is based in Scottsdale, Arizona.
The NAICS codes for WealthTrust - Arizona are [523, 52].
The SIC codes for WealthTrust - Arizona are [6211, 621, 62].