- Feb. 10, 2014 -
, a financial advising firm based in Scottsdale, Arizona, is pleased to announce that the firm been ranked as one of The National Association of Board Certified Advisory Practices’ (NABCAP) Premier Arizona Advisors for 2014. The list, published each year in The Phoenix Business Journal, ranks the 48 highest-scoring wealth management and financial planning providers throughout the state. WealthTrust-
Arizona is honored to have received this prestigious award in 2014.
It is NABCAP's principal mission to provide reliable, unbiased and objective educational resources and information to the investing public. The top 48 financial planners were chosen by Rank Premier Advisors, an independent third-party that is not affiliated with NABCAP. Rank Premier assigned scores based on 20 different categories of practice management. From accountability to customer service to transparency, firms were evaluated based on certified practice information gathered from a review of the following:
• Advisor compliance/certification records
• Assets under management
• Fee structure
• Number of total clients
• Support staff ratios
• Team dynamics
• Years of experience
• Much, much more.
Arizona specializes in providing comprehensive investment advisory services to high-net worth clients in Arizona. The firm is proud to have been chosen as one of NABCAP's Premier Arizona Advisors for 2014. “At WealthTrust-
Arizona, we not only help clients with their investment portfolio but keep an eye on the big picture by integrating their estate, taxation, and risk management needs,” said Brent McQuiston, Partner at WealthTrust-
Arizona. “By taking a holistic approach, we can rest assured that our clients' full wealth management objectives are being addressed,” he added.About WealthTrust-Arizona
Arizona is a fee-based investment advisory firm that specializes in integrating portfolio management with estate planning for high net worth individuals and families. Services include portfolio management, estate planning, asset and lifestyle preservation, taxation concerns, access to trust and estate documentation preparation, business succession planning and more. The professionals at WealthTrust-
Arizona are frequently sought out by the national media such as The Wall Street Journal, Forbes, New York Times, CNBC, Bloomberg Radio, and others to share their thoughts on matters that impact our clients.
Advisory services offered through WealthTrust-
Arizona, a registered investment advisor. WealthTrust-
Arizona does not engage in the trust business in the state of Arizona or in any other jurisdiction. Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency.