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.