Total Wealth Planning
for Scottsdale, Las Vegas and Southern California

We know you've worked hard to build what you have, so we work hard to earn and maintain your trust with the goal of growing, protecting and preserving your wealth.
We strive to provide a full range of professional wealth management services to meet the needs of affluent individuals, families, entrepreneurs and others. Our personal advisors will work closely with you to assess your current situation and understand your ultimate financial mission. Then, working side-by-side with our referral network of financial planners, tax strategists, CPA's and estate planning attorneys, we'll develop a plan of individually tailored strategies to help you pursue and ultimately reach your goals with confidence and conviction.  
Where are you on your financial path?
​Need some guidance?
What can we help you with?

We possess expertise in the following areas:
  • Asset Management
  • Tax Planning
  • Retirement Income
  • Risk Mitigation
  • Business Succession Planning
  • IRA Solutions
  • Social Security Strategies
  • Life Insurance
  • Estate Planning
Call us today with any questions you have. Whether you're looking for an advisor, broker, need a 2nd opinion about your current portfolio or financial plan, or if you just have a general question, we're happy to help..  We'll be happy to arrange a complimentary easy-going meeting to discuss your present, your future, and how it can be possible for you to get there from where you are right now.

Knowledge is Power

RECOMMENDED READING
By Vince Annable, Founder and CEO of Wealth Strategies Advisory Group.
Learn about a strategy now available to private investors that is based on the same principles used by Yale University to build one of the largest academic endowments in the nation.     Available now from Amazon
By Russ Alan Prince et al.
​What can the Super Rich teach us that we can implement in our own wealth strategies?
​                                 --------
​Get your free copy now!
​To download for iPad, Nook, Sony Reader, and most e-reader apps, click here.
​To download the book for Kindle devices and Kindle apps, click here.
(888) 635-9724

or email us at info@wsagaz.com
We believe in transparency.
Click here to access our Forms ADV, which outline our qualifications and business practices.