In the Southeastern part of the Phoenix metropolitan area, Gilbert is rapidly growing and a great place to raise a family. And many people that live there have found great financial success, perhaps people like yourself. And on that same note, you want to be able to preserve your success and wealth for the future, and we want the same. To that end, you should be looking into the services of a financial advisory company in order to make the most of your money. Advisors are experts in their fields and can dedicate all their working hours to knowing about the markets.
Yet which ones should you choose? To help you find a good partner, we looked into the best in Gilbert and the Phoenix general area. Here are our top five choices for financial advisory firms for Gilbert, Arizona:
1) TFO Phoenix, Inc.
You’ll see TFO Phoenix, Inc. as a choice of ours for quite a few cities near Phoenix, and with good reason: they have $2.4 billion in assets under management and they simply cannot be ignored in the industry. They have been in business since 2011 and have skyrocketed in growth since then, employing dozens of advisors and professionals who are happy to work with families and clients of all backgrounds. If you aren’t sure where to turn, you should at least talk to TFO Phoenix.
Their investment strategy is one rooted in diversification, given their general long-term outlook for most clients. Another major aspect of their strategy is minimizing your tax burden.
TFO Phoenix is a fee-only firm that has no minimum requirements to work with them.
You can expect the following working with TFO Phoenix:
- A very large staff, among whom you will certainly find someone who can help you with your needs.
- A focus on more than just wealth. They want you to think about the ultimate purpose of your portfolio.
- A firm that caters to families and their needs over time.
2) Wall Capital Group
Another very large firm near Gilbert and serving the Phoenix area, Wall Capital Group has $1.06 billion in assets under management and it is another strong choice for families or individuals who don’t have a high net worth. No matter your background or wealth, Wall Capital will take your future very seriously and will take the time necessary to find the perfect portfolio for you. Better still, you can rely on them to be honest and forthright in all communication.
Wall Capital Group will tailor your portfolio to your needs, and take into account just about every factor, including your tax status wealth, goals, and timeframe for those goals.
Wall Capital Group is a fee-only firm that has no account minimum, but there may be an annual minimum fee to work with them.
You can expect the following while working with Wall Capital Group:
- A staff that has extensive experience working with public employees. Some of them are former public employees themselves.
- A dedicated effort towards finding you the best and most valuable investment opportunities.
- Some reliable and helpful online tools.
3) Belpointe Asset Management
With about $1 billion in assets under management and more than a decade of experience, Belpointe Asset Management is a firm that has footholds all over the country, and so might not have the purely local focus other firms listed here have. Yet there are benefits to this, and Belpointe is a large firm with many people available for help.
Regarding their investment strategies, Belpointe focuses on the needs of the client above all else, and you will see them use multiple philosophies and strategies based on your goals.
Belpointe Asset Management is a fee-based firm that requires that does not have a minimum account size or minimum amount of investable assets.
You can expect the following working with Belpointe Asset Management:
- Legal and insurance offices and services if you ever feel you need them on top of your financial advisory help.
- A personalized approach to service when working with you.
- A wide range of specialists available to help.
4) Hatton Consulting Inc.
A company on the smaller side with just a couple of main advisors and about $330 million in assets under management, Hatton Consulting still makes our list because of their services for clients that have unique situations. If you are a widow or widower, for example, Hatton can help you. The same goes if you are a business owner or retiree. With Hatton, you can get a personalized approach that takes you and your circumstances into mind.
And as would be apt, Hatton will tailor a strategy around you, and will even consider your insurance and tax needs as a plan is crafted.
Hatton Consulting, Inc. is a fee-only firm that has no account minimums or other strong requirements to work with them.
You can expect the following working with Hatton Consulting Inc.:
- Staff that always perform at their best and remain pillars of integrity.
- A focus on maintaining a strong relationship with you.
- A carefully considered approach to investing.
5) Ironwood Wealth Management, LLC.
A smaller firm with only $244 million in assets under management, Ironwood Wealth Management still sticks out heavily from the crowd for their ability to provide excellent retirement planning for their clients, with the portfolios to match. If you’re looking to grow your nest-egg or settle into using it more easily, Ironwood is your best option.
Being primarily retirement-based, they are often long-term in their approach and careful to conserve funds, diversifying assets to minimize risk.
Ironwood Wealth Management, LLC is a fee-based firm that has different requirements for its services, dependent on the type of account you open.
You can expect the following working with Ironwood Wealth Management, LLC:
- Excellent and well-considered services for retirees and anyone with their retirement in mind.
- A heavy focus on understanding you as a client, what you want, and your background.
- Plenty of help understanding anything about the financial world and your portfolio that you might be concerned about.
While we understand this can be an important and difficult choice, it is also one you can take your time to make. You will know your financial goals best and the type of company you will work best with, so feel free to write things down and don’t be afraid to make further comparisons and ask questions. You don’t have to commit when you first consult with them, and you always have the final say regarding your money. We hope that you find a good partner soon, and we hope that your assets remain stable and growing for the years to come.