Honesty, integrity and transparency are my currency as a financial leader. To that end, there is no greater value than trust. All the money in the world can’t buy it, sell it or trade it. Scottsdale Wealth Planning’s mission is to build a lifelong relationship of trust with each client that we are grateful to serve.
Navigating through the challenges of retirement and wealth planning can be overwhelming and difficult. Whether you are an entrepreneur trying to accumulate your wealth in a tax-efficient manner or you are nearing the end of your career, you may not understand all the complexities or new laws in order to manage your finances, taxes, 401K, insurances and estate planning into retirement.
Scottsdale Wealth Planning will leverage our 30+ years of highly specialized experts and experience to provide you and your family with skilled professional advisory services and the newest financial tools for your peace of mind.
As a former CPA, and a fiduciary, Paul Ohanian, founder of SWP, is regulated and obligated to represent your best financial
interests in mind when planning your unique set of financial challenges and opportunities. Headquartered in Scottsdale, Arizona, Scottsdale Wealth Planning is your trusted advisory firm to provide financial planning and investment management services to our clients throughout the United States.
When you are ready to take control of your financial future, reach out to Scottsdale Wealth Planning. We look forward to learning more about how we help you achieve your financial and retirement dreams and goals.
With our 30 years of experience helping our clients, we understand every financial and retirement situation is complex and unique. All of our financial planning is customized and not a one size fits all approach like other firms do.
We leverage our previous experience as a CPA to provide our clients with tax-efficient strategies when working on their investing and retirement planning.
As a fiduciary, you can rest assured that we are legally and ethically required to always put our clients' best financial interests above our own, unlike some competitors who may be incentivized by their own investment fees.
With a heavy emphasis on continuing education, we leverage Paul's CFP® designation and other industry certifications to be able to provide the best possible financial guidance for our clients.
At Scottsdale Wealth Planning, our team of notable financial partners have created a unique confidential plan to make it as simple as possible for our clients to identify what their financial and retirement goals are, and to engage with our trusted fiduciaries to execute on your plan right away. It is as unique as all of your lifelong financial pieces. We integrate all of them together, in one concise plan under daily expert monitoring and management. Peace of mind.
The types of clients that we specialize in providing financial and retirement services for include:
Entrepreneurs
Executives
Business Owners Succession Planning
Individuals Nearing Retirement
Professionals (Doctors, Dentists, Engineers)
Individuals with a Minimum of $1M in Investable Assets
To ensure that we begin to build a solid financial long term relationship, we conduct a face-to-face discovery meeting, whether in our offices or virtually. SWP will then begin to prepare a comprehensive picture of your current financial and retirement plans. If you prefer a virtual meeting, we are sensitive to your needs.
This experience determines the best fit to move forward working together to build a long-term financial plan and trusted relationship. SWP prospective clients fill out an in-depth financial questionnaire to match your risk tolerance, financial goals, and current circumstances to a unique wealth management plan. Planning and detailed follow-up will keep you on track to meet your goals.
This meeting is an important future step in the process. Our highly expert and experienced team collaborates to reveal a customized financial and retirement wealth plan aimed at directing you and your family to meet your specific goals. We explain every exacting step – what your plan involves and how it fits your unique financial and retirement needs. Once the plan is finalized, both parties mutually commit to carrying out the plan. We’re in this together, and both advisor and the client have a role to play to ensure success.
While other wealth management firms may keep you in the dark as they start to work on your wealth plan, we provide full transparency. We begin with a 45-day follow up as we implement the plan, and offer regular meetings at your convenience to review the progress of your
financial plan. We use this as an opportunity to answer any questions that you have that may come up throughout the process. We are always at your service. You may call us at any time – day or night.
Scottsdale Wealth Planning is personal, professional and proven. Our mission is to make your private financial process as simple and stress-free as possible! Simply begin by clicking the button below to schedule a time with our founder and CEO, Paul
Ohanian, CFP® who personally directs all of the complex wealth planning strategies for the firm.
Read Our Customer Relationship Summary HERE
Join us on Thursday, 4/8/21 at 12 PM AZ/3PM ET for insights on State of Investing following the 12-month period since Markets hit the “COVID Low” of March 2020.
Paul Ohanian, CFP®, founder and CEO of Scottsdale Wealth Planning, announces the creation of a research and education division for the company and has added Thomas Doellman, PhD, as an external consultant for the new investment committee.
Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio.
Academics and industry professionals have known for some time that when people invest in the stock of publicly-traded companies, they tend to invest in companies from their home country. Known as the “home country bias,” this behavioral bias is one of many that plague individuals’ retirement investment portfolios. The reason? Diversification…or lack thereof!
Full recipe for Eddie Basha’s Chocolate Cake republished with the permission of Historical League, Inc.
As Reddit users rock stock exchanges, investors may debate the resiliency of markets. Here’s what we can learn about market efficiency from a new vein of investing.