Money Wise
14301 North 87th Street Suite 117
Scottsdale AZ 85260




Our firm specializes in protecting and preserving our clients assets.  We take a holistic approach to financial planning in that we analyze your overall financial well-being.  We discover your hopes and ambitions as it pertains to your financial objectives.   We utilize a series of personalized consultations to develop a financial plan that is custom tailored to address each of your goals and objectives.
 
Money Wise is not like most other firms.  We are independent, with no ties to a large Wall Street firm.  We are free to recommend the best financial products to help meet your goals.

You also benefit from our size. As a boutique one stop shop, we have access to the entire universe of investments for our clients.  Every relationship is important to us.  We rely on referrals from people in our community to grow our business.  You won't be treated like just another account number, and there is no corporate bureaucracy when you need an answer about your money.

Our commitment is to motivate each client in reaching financial independence .  Our advice spans the broad range of financial issues you must address:
 
  • Creative estate enhancement
  • Tax minimization
  • Conservative investment opportunities
  • Individualized retirement planning
  • Diversified money management
  • Life insurance


14301 North 87th Street Suite 117
Scottsdale AZ 85260
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