Scottsdale Wealth Planning

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Introduction to Ashton Thomas

A Note from Paul to Clients

It is my sincere pleasure to announce that Scottsdale Wealth Planning has retained Ashton Thomas Private Wealth, a registered investment advisor (RIA) firm headquartered in Scottsdale, in a subadvisor capacity to serve as your portfolio management solution.

As discussed in today’s email, Scottsdale Wealth Planning will continue to be your financial advisor, and I will continue to personally coordinate all your financial needs and meet with you for reviews and planning discussions.

To get to know Ashton Thomas better, explore the link provided below. And PLEASE call me with any questions or concerns, I’m here for YOU.

Paul Ohanian, CFP®

View the full PDF on the web HERE.

Note: Paul Ohanian, CFP®, Scottsdale Wealth Planning, Inc., ("Advisor") is a registered investment advisor. Information contained in this website is for informational purposes only and should not be considered investment advice. Advice may only be provided after entering into an advisory agreement with Advisor. Information is at a period in time and subject to change. Our current Disclosure Brochure is set forth on Form ADV Part 2 and is available for your review upon request.