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TOP 30 Portfolio management in Scottsdale, AZ
65 results found
Search for local businesses, places and services near you
Total Investment Management
Total Investment Management is a renowned finance institution located in Scottsdale, Arizona. Our team of experienced professionals is dedicated to providing top-notch investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, our experts are here to guide you every step of the way. Visit us at 9383 East Bahia Drive to learn more about how Total Investment Management can help you secure a prosperous financial future.
Solid Rock Wealth Management, Inc.
Solid Rock Wealth Management, Inc. is a finance institution located in Scottsdale, Arizona. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, our team is here to help. At Solid Rock Wealth Management, Inc., we believe in building solid financial foundations for our clients, so they can enjoy a secure and prosperous future. Visit us at 9664 East Sidewinder Trail to learn more about how we can help you achieve financial success.
Northsight Wealth Management
Northsight Wealth Management, located at 20715 North Pima Road in Scottsdale, Arizona, is a finance institution dedicated to preserving, growing, and planning your wealth to meet your most important goals. Our experienced advisors offer tailored solutions for individuals, families, and businesses, focusing on financial stability and growth. We specialize in optimizing businesses, reducing taxes, and investing wisely, with a fee-based approach that prioritizes your best interests. Our comprehensive range of financial products and services includes risk management, estate planning, and investment portfolio construction. We provide personalized financial planning, tax planning guidance, and a unique Tax Optimization Business System to help you maximize your income and assets. At Northsight Wealth, we take our role as a trusted fiduciary seriously, committed to managing your assets with the highest standards of ethical conduct and integrity. Our goal is to guide you along your path to financial success, offering asset protection, investment strategies, retirement planning, and other wealth management services tailored to business owners. With a focus on tax optimization and personalized financial planning, we are dedicated to helping you achieve your financial goals and secure your family's future.
Northsight Wealth Management - Pablo Oliva
Northsight Wealth Management - Pablo Oliva is a finance institution located at 6424 East Greenway Parkway in Scottsdale, Arizona, United States. Specializing in wealth management, the institution focuses on preserving, growing, and planning wealth to meet the goals most important to their clients. With a team of experienced advisors, Northsight Wealth offers tailored solutions for financial stability and business growth, particularly for business owners looking to optimize their businesses, reduce taxes, and invest wisely. Their comprehensive range of financial products and services includes risk management, estate planning, investment portfolio construction, and advanced asset protection strategies. The institution takes a personalized approach to investing, considering each client's unique circumstances, needs, objectives, and risk tolerance.
Global Portfolio Solutions
Global Portfolio Solutions is a leading finance institution located at 17550 North Perimeter Drive in Scottsdale, Arizona, United States. Specializing in creating tailored investment strategies for clients around the world, Global Portfolio Solutions offers a wide range of services including portfolio management, risk assessment, and asset allocation. With a team of experienced financial experts, the institution is dedicated to helping clients achieve their financial goals and maximize their returns. Whether you are an individual investor or a large corporation, Global Portfolio Solutions is committed to providing innovative solutions to meet your unique needs.
Lucia Capital Group - Scottsdale
Lucia Capital Group in Scottsdale, Arizona is a finance institution that offers personalized financial guidance and advice from a team of seasoned professionals. They provide a personal financial dashboard tailored to your specific goals and work as fiduciaries to ensure recommendations fit your unique situation. With offices nationwide, they make it easy to discuss retirement planning goals and design a personalized strategy to help you work towards your financial objectives. As a client, you'll have access to CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Consultants, and an in-house investment team to actively manage your portfolio. Lucia Capital Group is committed to helping clients pursue their financial goals through comprehensive, integrated financial planning and wealth services. Their Bucket Strategy® involves investments subject to risks, fees, and expenses, and they are affiliated with LPL Financial, a registered investment advisor and member FINRA/SIPC. Take control of your financial future today with Lucia Capital Group in Scottsdale.
IQ Wealth Management | Steve Jurich | Scottsdale Financial Planner
IQ Wealth Management, located in Scottsdale, Arizona, is a leading financial planning institution founded by Steve Jurich. Specializing in retirement planning, investment management, and annuity services, IQ Wealth Management offers a comprehensive array of services to help clients achieve their financial goals. By utilizing the Smarter Bucketing System™, the team at IQ Wealth Management evaluates and develops personalized strategies tailored to each client's needs and concerns. With a focus on reducing risk, lowering fees, and increasing income without annuitizing, IQ Wealth Management helps clients navigate the complexities of retirement planning with confidence. Whether you are looking to rollover your retirement plan, compare annuities, or diversify your portfolio, the experienced advisors at IQ Wealth Management are here to assist you every step of the way.
Sonora Investment Management
Sonora Investment Management is a boutique money management firm located at 16100 North 71st Street in Scottsdale, Arizona. Established in 1986, our experienced advisory team has been providing professional asset management services to over 1000 client households, with assets totaling over $1.5 billion as of January 2023. As a Focus partner firm since 2021, we specialize in customized portfolio management tailored to individual client goals and needs. Our investment research process includes thorough analysis of U.S. registered equity and bond investments, ensuring a comprehensive approach to financial planning. With offices in Phoenix and Tucson, Arizona, we offer state-of-the-industry tools for budgeting and retirement planning, and prioritize our fiduciary responsibility to always put our clients' financial interests first. Contact us at (480) 474-4188 in Phoenix or (520) 624-4554 in Tucson to learn more about how Sonora Investment Management can help you achieve your financial goals.
Buttonwood Capital Management
Buttonwood Capital Management is a leading finance institution located at 17550 North Perimeter Drive in Scottsdale, Arizona, United States. With a strong reputation for providing top-tier investment management services, Buttonwood Capital Management is dedicated to helping clients achieve their financial goals through strategic planning and expert guidance. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a comprehensive approach to wealth management. Whether you are looking to grow your portfolio, plan for retirement, or navigate complex financial markets, Buttonwood Capital Management is committed to delivering exceptional results and unparalleled service.
Compak Asset Management
Compak Asset Management is a leading finance institution located at 8865 East Bell Road in Scottsdale, Arizona, United States. With a focus on providing top-tier asset management services, Compak Asset Management prides itself on delivering tailored investment strategies to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to ensure the success of our clients' portfolios. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Compak Asset Management is committed to helping you navigate the complex world of finance with confidence and peace of mind.
Tushaus Wealth Management
Tushaus Wealth Management is a leading finance institution located at 9141 East Hidden Spur Trail in Scottsdale, Arizona, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Tushaus Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a brighter financial future.
Sonora Investment Management, LLC
Sonora Investment Management, LLC is a boutique finance firm located at 2343 East Broadway Boulevard, Tucson, Arizona. Established in 1986, Sonora Investment Management has been a trusted partner in managing over $1.5 billion in assets for 1000 client households. With offices in both Phoenix and Tucson, our experienced advisory team specializes in personalized asset management tailored to individual client goals and needs. We utilize a proprietary investment research process that combines bottom-up and top-down analysis on U.S. registered equity and bond investments. Our comprehensive tools and analysis support budgeting and retirement planning, while our customized portfolio management ensures alignment with client objectives and suitability. As a fiduciary, Sonora prioritizes transparency and a conservative approach in client interactions, always putting our clients' financial interests first. Contact us at our Phoenix office at 16100 N. 71st St., Suite 190, Scottsdale, AZ 85254 or our Tucson office at 2343 E. Broadway Blvd., Suite 116, Tucson, AZ 85719 for professional financial guidance.
Lentini Wealth Management - Ameriprise Financial Services, LLC
Lentini Wealth Management - Ameriprise Financial Services, LLC, located at 15333 North Pima Road in Scottsdale, Arizona, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individualized investment strategies and portfolio recommendations, they work closely with clients to track progress and adjust approaches as needed. Clients can access their accounts and track progress online securely from any device. The institution offers complimentary initial consultations to discuss goals such as retirement, education, or major purchases. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure client security and privacy. With a commitment to helping clients navigate the financial landscape, Lentini Wealth Management provides valuable insights and recommendations to help clients reach their financial goals.
Bennett & Porter Private Client
Bennett & Porter Private Client, located at 3200 Hayden Road in Scottsdale, Arizona, is an elite insurance agency specializing in personalized high-net-worth insurance solutions. Unlike mass-market insurance companies, Bennett & Porter Private Client offers access to the world's most prestigious insurance carriers and a team of advisors dedicated to safeguarding extraordinary lives. With over twenty years of industry experience, their award-winning team provides responsive service and advocacy to gain generational trust. Their services include high-value home insurance coverage, specialty auto insurance for exotic and collector cars, and umbrella policies designed to safeguard lifestyles and legacies. Bennett & Porter Private Client takes a proactive approach to protection, creating bespoke high-net-worth insurance portfolios tailored to individual needs and lifestyles.
FOX Corporate Housing
Located at 9595 East Thunderbird Road in Scottsdale, Arizona, FOX Corporate Housing offers high-quality temporary housing and corporate housing for extended stays of 30 days or longer. With a vast portfolio of properties across the country, they are able to meet your housing needs no matter where you are. At FOX Corporate Housing Scottsdale, residents can expect luxurious finishes such as gourmet kitchens, GE appliances, oversized windows, and ten-foot ceilings. The property also boasts exclusive amenities including multiple pools and spas, chic lounges and workspaces, two fitness centers, and climate-controlled interior corridors.
Peak Financial Brokerage
Peak Financial Brokerage is a renowned financial institution located at 6875 East Camelback Road, in the vibrant city of Scottsdale, Arizona, United States. With a team of experienced and knowledgeable brokers, we offer a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your portfolio, our dedicated team is here to provide you with personalized solutions tailored to your unique needs. Trust Peak Financial Brokerage to guide you towards a secure financial future.
Adwoa Opoku-Boateng
Adwoa Opoku-Boateng is a renowned doctor specializing in general and endocrine surgery, located at 8415 North Pima Road, Scottsdale, Arizona, United States. Dr. Opoku-Boateng graduated from Oakwood University with a BS in biology and a minor in chemistry and accounting before attending Loma Linda University School of Medicine. With over 15 years of experience, she has served as a General and Endocrine Surgeon at Ochsner Clinic Foundation before joining Arizona Premier Surgery. Dr. Opoku-Boateng is known for her patience, kindness, and exceptional communication skills. Patients praise her professionalism, medical expertise, and personal care. If you are in need of general or endocrine surgery in Arizona, Dr. Adwoa Opoku-Boateng comes highly recommended.
Brad Pasternak
Brad Pasternak is a renowned doctor specializing in health and wellness, located at 6990 East Shea Boulevard in Scottsdale, Arizona, United States. With a commitment to providing top-notch medical care, Dr. Pasternak offers personalized treatment plans to help patients achieve optimal health and well-being. Whether you are seeking preventative care, treatment for a specific condition, or simply looking to improve your overall health, Brad Pasternak is dedicated to helping you reach your goals. Experience compassionate care and expert medical services at this esteemed institution in Scottsdale.
Sargent Sandy
Sargent Sandy is a health institution located at 9913 North 95th Street, Scottsdale, Arizona, United States. If you are dealing with a sports injury or experiencing pain in your back, muscles, nerves or joints, Sargent Sandy is here to help. At Southwest Spine & Sports, they offer a unique approach to patient care, ensuring that you receive the right care from the right doctors as soon as possible. Their team of providers will evaluate your condition and create an individualized non-surgical treatment plan to address your healthcare needs and support your recovery goals. Sargent Sandy specializes in advanced treatments using state-of-the-art technologies to treat back and neck pain, joint pain, and degenerative discs. They offer high-quality pain management services, including fibrin disc repair, platelet-rich plasma, epidural steroid injections, and more.
Wealth Engineering, LLC
Wealth Engineering, LLC is a finance institution located at 20325 North 51st Avenue in Glendale, Arizona, United States. Recognized by major news publications for their expertise in financial markets, trends, and forecasts, Wealth Engineering is an independent, fee-only Registered Investment Advisor serving the greater Phoenix area. Founded by Certified Financial Planner™ David J. Fernandez, the firm offers comprehensive Wealth Management services tailored to individual financial needs and life goals. Specializing in retirement planning, estate planning, Social Security and Medicare planning, college planning, tax planning, and risk management, Wealth Engineering works with high net worth individuals seeking a financially successful retirement. Their services focus on providing financial peace of mind through a global investment strategy that creates diversified portfolios for less volatile, risk-adjusted returns in a tax-efficient manner. With additional offices in Scottsdale, Wealth Engineering is dedicated to helping clients achieve their financial goals and prioritize their financial resources for a secure future.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 24568 North 74th Place in Scottsdale, Arizona, United States. As a leading financial services firm, Raymond James offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, Raymond James is dedicated to providing tailored solutions to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Raymond James Financial Services is here to help you navigate the complexities of the financial world with confidence and peace of mind.
Chris Millar - Financial Advisor: Millar Financial
Chris Millar - Financial Advisor: Millar Financial is a finance institution located at 7025 North Scottsdale Road, Paradise Valley, Arizona, United States. Specializing in wealth management for individual investors and entrepreneurs, we offer tailored financial plans that align with your unique goals and circumstances. Our client-centered approach focuses on building trust and open communication to help you achieve financial success. Our dedicated team continuously monitors and adjusts financial plans and investment portfolios to fit evolving goals and market conditions. From setting financial goals to retirement planning and estate planning, we provide financial guidance for every chapter of your life story. Our services are designed to help you maximize your assets, minimize taxes, and secure your financial future for generations to come. Contact us today for a free consultation and start your road to financial success. Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC.
WealthTrust Advisors
WealthTrust Advisors is a boutique wealth advisory practice located at 1490 South Price Road in Chandler, Arizona. Since 1996, we have been helping our clients pursue their dreams and fulfill their legacy wishes. Our dedicated team of advisors has over 24 years of experience in the investment management industry and takes a holistic approach to financial planning, portfolio management, estate planning, risk management, retirement planning, long-term care, and taxation. As a firm committed to upholding the Fiduciary Standard, we always put our clients' interests first and provide objective advice and solutions. Our advisors work together as a team, leveraging the collective wisdom of the Hightower community to deliver tailored wealth management solutions. We prioritize teamwork, integrity, knowledge, experience, service, and loyalty in all that we do.
Westbrook Financial Services, Inc.
Westbrook Financial Services, Inc. is a reputable finance institution located at 7425 East Stetson Drive in Scottsdale, Arizona, United States. With a strong focus on providing top-notch financial services, Westbrook Financial Services, Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Trust Westbrook Financial Services, Inc. for all your financial needs.
Merrill Lynch Financial Advisor Sarah Chiuppi Marson
Merrill Lynch Financial Advisor Sarah Chiuppi Marson is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. In today's ever-changing world, they believe in providing sophisticated, highly customized strategies to all their clients through a consultative approach. Their process begins with gaining an understanding of each client's vision, preferences, and unique circumstances to formulate a wealth strategy that aligns with their specific needs. The institution is committed to becoming a lifetime resource for those who entrust them with their financial well-being. Sarah Chiuppi Marson, the Vice President Senior Financial Advisor and Portfolio Manager, has almost ten years of experience in the financial services industry. She relocated to North Scottsdale from Boston, Massachusetts, and has a Bachelor of Science degree in Economics. Sarah and her Wealth Management partners have a combined experience of over 85 years. The institution serves a diverse client base, ranging from affluent individuals and families to small business owners across the country.
Money Wise Retirement Planning
Money Wise Retirement Planning is a finance institution located at 14301 North 87th Street in Scottsdale, Arizona, United States. Our goal is to help individuals transition from work to retirement with confidence. Join Cristina and Nancy for their bi-weekly live events via Zoom, where you can learn about better protecting your retirement and discover strategies that work for others. Book a 30-minute strategy session over the phone to get personalized answers and ideas tailored to your financial goals. At Money Wise Retirement Planning, we are affiliated with AE Wealth Management, LLC and Nitrogen Wealth Inc. (formerly Riskalyze Inc.), offering a range of products and services to help you design a solid financial portfolio. We also offer insurance products to ensure your retirement is well-protected.
Pinnacle Bank Investment Services
Pinnacle Bank Investment Services is a leading financial institution located at 15900 North 78th Street in Scottsdale, Arizona, United States. Specializing in investment services, Pinnacle Bank offers a wide range of financial products and services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to customer satisfaction, Pinnacle Bank Investment Services is the premier choice for individuals seeking expert financial advice and guidance.
Merrill Lynch Financial Advisor David W Dorward
Merrill Lynch Financial Advisor David W Dorward is a finance institution located at 23655 North Scottsdale Road in Scottsdale, Arizona, United States. David Dorward, a Managing Director with the firm, serves as the Senior Resident Director of the North Scottsdale Wealth Management Office. With over 25 years of experience in the financial services industry, David specializes in working with ultra-high net worth individuals such as corporate executives, retirees, professional athletes, physicians, and business owners. David is a Portfolio Manager who can help clients pursue their financial objectives through personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He prioritizes operating in the client's best interest and utilizes Merrill's financial planning tool, Private Wealth Analysis, to help clients achieve their goals.
Capital Wealth Alliance
Capital Wealth Alliance is a premier financial institution located at 17015 North Scottsdale Road in Scottsdale, Arizona. As a leading player in the finance industry, our team of experts are dedicated to helping clients achieve their financial goals and secure their future. With a focus on wealth management, investment strategies, and financial planning, we provide personalized solutions tailored to each client's unique needs. Trust Capital Wealth Alliance to guide you towards a secure and prosperous financial future.
J Pearson Financial Group
J Pearson Financial Group is a finance institution located at 6909 East Greenway Parkway in Scottsdale, Arizona, United States. We specialize in helping clients navigate today's economic challenges to identify long-term trends and opportunities for financial success. Our priority is understanding your personal situation, dreams, goals, and risk tolerance to create a customized financial plan. We offer educational resources such as videos, articles, presentations, and calculators to help you learn more about personal finance. Our total wealth management approach covers investments, taxes, insurance, and estate planning to address all your financial concerns. Our goal is to help you invest conservatively, minimize taxes, meet insurance needs, and plan for transferring wealth to future generations.
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