Financial Planner Scottsdale & Financial Advisor Phoenix - Wealth Management Solutions Logo - Wealth Management Solutions, LLC

Independent Fee-Only CFP® Financial Advisors

PHONE: 480.609.4334

Bringing Clarity to

Complex Situations

Financial Planner Scottsdale & Financial Advisor Phoenix - Wealth Management Solutions Logo - Wealth Management Solutions, LLC

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

Financial Planner Scottsdale & Financial Advisor Phoenix - Wealth Management Solutions Logo - Wealth Management Solutions, LLC

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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Financial Planner Scottsdale & Financial Advisor Phoenix - Wealth Management Solutions Logo - Wealth Management Solutions, LLC

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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Financial Planner Scottsdale & Financial Advisor Phoenix - Wealth Management Solutions Logo - Wealth Management Solutions, LLC

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 Vasquez Financial Adviser with Wealth Management Solutions.
Jennifer Shaw Operations for Financial Planners and Financial Advisors with Wealth Management Solutions.
Matthew Rivera Support Financial Planner and Financial Advisor with Wealth Management Solutions. David Rosenthal Financial Advisor and CFP® Certified Financial Planner with Wealth Management Solutions.

David Rosenthal

Principal / Financial Advisor

david@wmsus.com

Joe Vazquez

Financial Advisor

joe@wmsus.com

Jen Shaw

Operations Manager

jen@wmsus.com