Wealth Management in Arizona.
Wealth management brings your investments, taxes, estate plan, and insurance into one coordinated plan, usually with a single advisor or team overseeing all of it.
What an advisor can help with
- Ongoing investment management
- Tax-aware investing and charitable giving
- Estate and legacy planning with your attorney
- Concentrated stock and business interests
- Planning across generations
Who it's for
Households with $1 million or more in investable assets, business owners, and families with complex finances.
Questions
How do I find an advisor for wealth management in Arizona?
Answer our short questionnaire and choose wealth management as a priority. Our team will match you with a vetted Arizona advisor who focuses on it.
Is Arizona Advisor Match really free?
Yes. You never pay us anything. Advisors in our network pay us a fee for introductions. That fee does not change what an advisor charges you.
What does a financial advisor cost?
It depends on the advisor. Common models are a percentage of the assets they manage (often around 1% a year), a flat annual fee, or an hourly rate. Your advisor will explain exactly how they're paid before you commit to anything.
Am I obligated to hire the advisor?
No. The first meeting is free, and you're under no obligation to hire anyone. If the fit isn't right, tell us and we can suggest someone else.
Read before you meet
How much does a financial advisor cost?
The four ways advisors charge, typical ranges, and how to compare what you'd really pay.
Read the guide Choosing an advisor · 5 min readFiduciary vs. non-fiduciary advisors: what's the difference?
What the fiduciary standard means, how it differs from 'best interest', and how to check any advisor.
Read the guide Getting started · 7 min readHow to choose a financial advisor in Arizona
A step-by-step way to find, check, and choose the right advisor for you in Arizona.
Read the guide