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  • Home
  • About Us
  • Services
    • Virtual Family Office
    • Retirement Planning
    • Tax Strategies
    • Estate Planning
    • Life Insurance
    • IRA Solutions
  • Alliances
  • Physicians
  • Business Owners
    • Succession Planning
  • Resources
    • Podcast
    • White Papers
    • News & More
    • Investor Education Series
    • Flash Reports
  • Contact Us

Educational Videos (What we do and how we do it!)

Financial Education: Asset Allocation Explained

​Financial Education: Introduction to Trusts

​Security: Priority One

Financial Education: Retirement Income

​Financial Education: The Power of the Entrepreneur


Wealth Management Subjects

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Why Every Business Owner Should Have an Exit Strategy

People generally build businesses for three reasons. Firstly, they want to provide a good lifestyle for themselves and their families, and secondly, they don’t want to work for someone else. The third goal is to build a business for eventual sale at considerable profit or to hand over to future generations.
 Keep reading > 

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Advanced Financial, Tax Planning is Key for Business Owners, Affluent Investors to Protect and Increase Wealth

In its broadest sense, wealth management consists of three
components – investment consulting, advanced planning
and relationship management. In this article, we’d like to
focus on advanced planning and also touch on the
importance of relationship management...

Understand how we believe the wealth management process should work to your advantage

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Will You and Your Portfolio be Insulated From Behavioral Biases?

The CBOE Volatility Index (VIX) – an indicator of the expectation of market volatility – spiked by 81% during the first quarter, and there was a total of 23 trading sessions in which the S&P 500 index rose or fell by at least 1.0%. Though the latter statistic may not seem that extreme, there were only eight such moves for all of 2017...

​Read more including how to offset the impacts of fear-based selling on your portfolio.

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Meeting the Unique Asset Protection and Preservation Needs of Medical Professionals 

When serving patients, growing their practice, and building their own net worth, physicians face a host of obstacles. 
Many also control a variety of diversified business interests, so it’s essential that they have specific asset protection and 
estate planning strategies in place to protect their wealth against potential creditors, litigants and other risk factors.
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Click to learn more about why physicians need advanced planning and asset protection strategies.

PictureThis article appears in the April 2018 Issue of Life in Paradise Valley
Is There an Antidote for the Emotional Investing Roller Coaster?
Click here to read our thoughts on how to survive the sudden ups and downs of a volatile market with your portfolio --and sanity--intact!

PictureThis article appears in the March 2018 Issue of Life in Paradise Valley
Can You Use Private Debt to Your Advantage?
Click here to read our quick introduction to Private Debt to understand what it is and how you can put it to work in your overall investment strategy.  

PictureThis article appears in the Feb. 2018 Issue of Life in Paradise Valley
What University Endowments Taught Us About Investing
​Click here to learn why these endowments often  deliver above-average returns when market volatility is high and how they have influenced our methodology.


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(480) 889-8985
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​          14354 N Frank Lloyd Wright Suite 11
          Scottsdale, AZ 85260          
Investment advisory services offered through Wealth Strategies Advisory Group, a state registered investment adviser licensed to operate in the state of Arizona only.  The information presented in this website is for informational purposes only and should not be considered a recommendation or personalized investment advice.    Some Wealth Strategies’ investment advisory representatives are also registered representatives of and offering securities through the unaffiliated broker dealer Center Street Securities, Member FINRA/SIPC.   
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