CorePath Wealth Partners Scottsdale 7114 East Stetson Drive, Scottsdale, AZ 85251
About the Business
CorePath Wealth Partners Scottsdale is a finance institution located at 7114 East Stetson Drive in Scottsdale, Arizona, United States. Specializing in Wealth Planning, Investments, and Financial Peace of Mind, we offer a transparent, fiduciary-level engagement that puts you at the core of our ecosystem approach. Our experienced team provides strategic asset allocation, evidence-based investment philosophy, and private access to exclusive investment opportunities, treating you like family every step of the way. With a focus on risk management that goes beyond traditional insurance solutions, our Risk Solutions program offers a comprehensive audit and consulting process. Additionally, we offer top-tier tax and accounting services through our affiliate, James Lee of JLAC, Inc.
Catering to practice and business owners, we understand the challenges of managing financial health and offer solutions to empower you to innovate, build, and succeed while we handle the complex operations. Serving clients in Arizona and Colorado, including areas like Scottsdale, Denver, Boulder, and Colorado Springs, we are dedicated to providing Financial Advisor, Wealth Management, and Financial Planning services to help you achieve your financial goals.
Photos
Location & Phone number
7114 E Stetson Dr Suite 205, Scottsdale, AZ 85251, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Hidden gem in Scottsdale. Great team of Financial advisors. Definitely worth the visit."
"If you are looking for a financial advisor who is knowledgeable, trustworthy and socially conscious, Rick Schultenover should be your first call. Rick's attention to detail and his analytical approach to financial planning is what sets him apart from the rest. He is not satisfied with simply executing his clients' wishes, but instead seeks to understand the underlying reasons for those wishes, and then incorporates those factors into his Financial analysis. He is professional and always available to discuss portfolio strategy or new investment ideas. At Corepath wealth they create a portfolio that fits your risk tolerance, time horizon and sustainability goals!"
"Corepath Wealth has been our Family's trusted advisor for a number of years now. They have assisted us with our business and personal finances, 401k plans and investment accounts. Their services are comprehensive, thorough and professional. I highly recommend Corepath Wealth and the entire team at the Scottsdale location."
"CorePath has the most wonderful staff and has helped elevate our business in so many ways. We highly recommend them! Thank you CorePath for all that you have done for us and Space Solutions."
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