IREXA - Financial Services / Wealth Strategies
At IREXA - Financial Services / Wealth Strategies, we are committed to helping our clients keep more of what they make by creating personalized, tax-efficient investment strategies. Our Strategic Tax Mitigation™ process is designed to optimize taxes for high net worth individuals and entities. This multi-tiered financial planning protocol takes into account the impact of different sections of the tax code to maximize savings.
Our team of experienced professionals has years of expertise in providing comprehensive wealth management solutions. We have a deep understanding of the tax code and its implications on investments, allowing us to create tailored strategies that meet the needs of our clients. We strive to provide the best service possible to ensure our clients can achieve their financial goals.
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Fortress Financial Strategies
We specialize in Integrated Comprehensive Wealth Management. Our vast resources and access to subject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs. We provide specialty programs you won't find anywhere else like Integrated Financial Planning for Doctors, Financial Planning for Business Owners and Custom Retirement Plans for Businesses, a local private portfolio management team for High Net-Worth Investors, Federal Employee Financial Planning and Benefits analysis, and Group Benefits and Insurance for Businesses. While most of our client's are located in Arizona we do work with a select group of client's across the United States. Contact us today for a one hour no obligation review and find out how we can help you.
Burt Wealth Advisors
For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients' interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client's wealth--from accumulation and growth through preservation and distribution. Since our founding in 1985 by Dr. Marvin Burt, the firm has been managing money for individuals, families, trusts, and corporations. It currently manages $380 million in assets as of June 30, 2011. Fred Cornelius, CFA, CFP, our current president and CEO, joined the firm in 1991. Our other lead advisors, Maria Cornelius, Todd Growney, and Larry Attanasio, are all CFPs with between 15 and 25 years of experience in the financial industry.
RL Paler Investment Advisors
RL Paler Investment Advisors, LLC is committed to providing the best possible wealth management solutions for high-net-worth families. We understand the importance of avoiding any potential conflicts of interest that come with working with Wall Street firms. Our performance-based fee-based money management services are tailored to meet the needs of our select clients. Our team is highly experienced in a range of services, including individual and trust accounts, individual retirement planning, corporate accounts, corporate retirement plans, and foundations. We go above and beyond to ensure that your investments are managed with the utmost care and attention.
Resonance Financial
At Resonance Financial, our mission is to provide goal-oriented financial planning and asset management for high net worth individuals, ultra-high net worth investors, foundations, and consulting services. Our expert portfolio manager holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner™ certifications and is experienced in providing tailored investment solutions. We offer competitive fees and strive to provide exceptional service. Our team has the necessary skills and knowledge to understand and meet the needs of our clients. We take into account their goals, objectives, and risk tolerance when we create tailored investment strategies. In addition, we are available for hourly consulting and have an experienced staff to provide additional guidance and support.
Hawkins Wealth Advisory
Hawkins Wealth Advisory is a private wealth management firm dedicated to helping high net worth individuals and families achieve financial security. We provide specialized retirement income planning, structuring, and estate tax strategies as well as unique disability insurance for high earners and those who may be uninsurable with traditional carriers. Our global services team provides life insurance, health insurance, disability insurance, accident insurance, travel insurance, and custom investment portfolios to help our clients reach their goals. We strive to provide the highest quality of service and expertise to ensure our clients get the best advice and solutions. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.