With almost a quarter of a million people, Glendale is one of the largest centers for people, culture, and commerce in the area, and we know that many people much like yourself have been able to make the most of it. However you found success, you likely need help to make the most of your health, unless you want to make managing your portfolio a full-time job on top of your current efforts. To provide this help, we strongly success you work with a financial advisor or advisory firm which will have experienced professionals to help manage your assets and stick with you every step of the way.
And to make things easier for you, we have crafted a list of top firms in Glendale. Being a major part of the Phoenix area, we considered major Phoenix firms as well as selections based out of Glendale directly. Here are our top five choices for financial advisory firms for Glendale, Arizona:
1) TFO Phoenix, Inc.
Our first choice with a sizable $2.4 billion in assets under management, TFO Phoenix is a fantastic choice for many people and families with modest success just looking to get a firm grip on the future, as they have no minimum requirements and a great amount of experience working with such clients. Their services include tax advice, estate and philanthropic planning, wealth and investment planning (the standard), and the other services you would expect from any other firm.
Their investing strategy mostly focuses around utilizing heavily diversified portfolios in order to minimize risk, as they have the long-term in mind for your assets. You can also expect an effort to minimize 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, Inc.:
- A large staff so that you should never be left waiting long for help.
- A heavy focus not only on raw wealth but what that wealth means and what it can do for you.
- A tax team that is among the best in the area.
2) Belpointe Asset Management
Second comes Belpointe Asset Management, which has about $1 billion in assets under management. Unlike other firms listed here, they have offices all over the country, which is good if you move around a lot or perhaps not so good if you’re looking for a more locally-focused firm. A large firm with dozens of advisors and even more employees, Belpointe is a company that can handle all your needs, no matter who you are.
Their investment plan for you will vary based on your needs and goals, but generally, they use multiple philosophies so that you get the best portfolio possible.
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:
- Additional real estate and legal services if you feel you need them.
- A high level of personalization.
- Specialists in many areas who you can be directed to if you have specific problems or needs.
3) Versant Capital Management
Versant Capital Management was formed in 2004 and its founder (Tom Connelly) has more than 30 years of experience in the industry. They have more than $900 million in assets under management and are a more exclusive firm than any other company listed here. If you want to work with an advisor that knows how to help high-net-worth individuals, Versant should be your first consideration.
They take a long-term approach to investing and will use a wide range of asset classes when building your portfolio.
Versant Capital Management is a fee-only firm that has a $2 million minimum account balance requirement.
You can expect the following working with Versant Capital Management:
- A disciplined approach to investing and wealth management.
- A comprehensive outlook regarding your assets.
- Many additional resources and people willing to help if you ever get confused about the process or the market.
4) Hatton Consulting Inc.
A bit of a smaller firm with only a few advisors, Hatton Consulting still stands out in the Phoenix area by its integrity and its services for unique groups of people. If you are a widow or widower, business owner, retiree, you may wish to look further into the services Hatton can offer you. Through this focus, they can offer you a personalized approach that can be hard to find from a firm that is open to most everyone.
Their investment strategy will be heavily tailored around your unique needs and you can expect a separate plan crafted just for you. Once a general investment strategy is hammered out, other considerations such as taxes and insurance needs will be worked out.
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.:
- Extremely high standards of ethical conduct and integrity among all their staff.
- Maintaining a strong long-term relationship with you will be a priority of theirs.
- An approach to investing that has more factors and checks within it than most other firms would consider.
5) Ironwood Wealth Management, LLC
Rounding out our list is Ironwood Wealth Management, with $244 million in assets under management. Founded in 2006, they’ve built a strong niche for themselves by having excellent services regarding people who are going to be retiring soon. Ironwood wants to make sure you’re set for the rest of your life. They believe strongly in transparency, and you would also know what’s going on with your wealth and portfolio.
Like some other firms on this list and apt for its main focus, Ironwood Wealth Management’s strategy revolves heavily around minimizing risk. That being said, they will take a more aggressive investing stance at the right time.
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:
- Services that are specifically arranged for and cater to retirees and pre-retirees.
- A focus on getting to know you as a client and understanding your background.
- Many resources and forms of help to aid you in understanding what it happening to your wealth and the processes happening.
Glendale residents can have everything in the world and everything under control, but that doesn’t mean you can or should do it all yourself. You will benefit greatly through expert advice and help via the employment of a financial advisor, and we hope that you seriously consider working with one of the above firms. Not all of them will be a good fit, but one of them will almost certainly be able to help keep your family’s finances stable for decades to come.