WealthTrust Arizona is a boutique wealth advisory practice that has been serving clients since 1996. We care for our clients and their families, and our entire team is committed to providing services and guidance that align with each client’s financial interests.


Wealth Management Solutions

We take a holistic approach to carefully integrate concepts in Financial Planning, Portfolio Management, Estate Planning, Risk Management, Retirement Planning, Long-Term Care and Taxation.

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Un-biased Advice

We are committed to upholding the Fiduciary Standard. This means that the discipline of putting clients’ interests first and providing objective advice and solutions is more than just a worthy ambition; it is our duty.

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Professional Team

On average, our advisors have more than 24 years of experience in the investment management industry. Our advisors collaborate and leverage the collective wisdom of the HighTower community to deliver tailored wealth management solutions to our clients. Our advisors have worked together for almost two decades and take a team-based approach to serving our clients.
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Core Values

• Teamwork
• Integrity  
• Knowledge  
• Experience  
• Service  
• Loyalty
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Why WealthTrust Arizona?

Objective advice

Customized Written Financial Plan

Proactive service

support

A dedicated advisor relationship

Guidance to help protect and grow your wealth

Fiduciary commitment to our clients