Fiduciary Financial Advisor CFP® offer Financial Planning advice and Wealth Management to corporate family and individual clients in Scottsdale

Independent Fee-Only CFP® Financial Advisors

PHONE: 480.609.4334

CFP Phoenix and Scottsdale are Fiduciary Financial Advisors fee-only investment management and Financial Planning advice to individuals

Bringing Clarity to

Complex Situations

CFP Phoenix and Scottsdale are Fiduciary Financial Advisors fee-only investment management and Financial Planning advice to individuals

Coordinating stock options, deferred compensation and retirement plans provides a peace of mind so you can focus on your responsibilities as a leader.Find Out  More

Corporate Executive

OUR CLIENTS

Unexpected changes in your life can be difficult to consider during and after a life event. We work to provide clarity and confidence so you can feel secure in your financial well-being.Find Out  More

Divorcee | Widow

Demands of your business shouldn’t keep you from growth of your own wealth. As someone who delegates to professionals you trust, discover how we help business owners at every stage.Find Out  More

Business Owner

Wealth is something that provides opportunities. By taking a long term view, we want to help you attain your goals, and retain the assets you have worked so hard to obtain.Find Out More

Select Families& Retirees

CFP Phoenix and Scottsdale are Fiduciary Financial Advisors fee-only investment management and Financial Planning advice to retirees, divorcees
Fiduciary Financial Advisor CFP® offer Financial Planning advice and Wealth Management to corporate family and individual clients in Scottsdale

Science of Investing

Our investment philosophy is based on Nobel Prize winning economic research, not stock picking or timing the markets

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Fiduciary Financial Advisor CFP® offer Financial Planning advice and Wealth Management to corporate family and individual clients in Scottsdale

Financial Planning

The value of our guidance can far outweigh the short term gains in the market investments. See how we can provide strategies to strengthen your success

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Fiduciary Financial Advisor CFP® offer Financial Planning advice and Wealth Management to corporate family and individual clients in Scottsdale

Company Retirement Plans

Companies must act to review fees and investments for their plans on a regular basis. Let us provide insights and reporting the next time you do due diligence on your plan.

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MEET OUR TEAM

Learn more about your team at Wealth Management Solutions

Joe Vazquez Fee-Only Financial Planner offers Retirees Social Security, 401k plans, Stock Options, Inheritance and Tax advice in Scottsdale
Jen Shaw provides CFP® Certified Financial Planners Financial Advisors Operations Management for Wealth Management Solutions Scottsdale
Matthew Rivera is sitting for his CFP® Certified Financial Planner to provide Investment Management, Financial Planning in Scottsdale David Rosenthal Fee-Only Financial Planner and CFP® provides Investment Management, Financial Planning, Wealth Management in Scottsdale

David Rosenthal

Principal / Financial Advisor

david@wmsus.com

Joe Vazquez

Financial Advisor

joe@wmsus.com

Jen Shaw

Operations Manager

jen@wmsus.com