Fiduciary Financial Advisors

CFP® Financial Planners

Scottsdale Financial Advisors

It is a special honor to receive the trust of others to advise them financially and manage their money. It is a substantial responsibility that we approach with great care and respect. That care and respect begins with important disclosures for us as Scottsdale financial advisors.

"It is a privilege that very few people, if any, will get in their lives to be entrusted with guiding you financially and helping you look after your financial well-being."

Vincent Rossi, CFP® President, Chief Investment Officer

An experienced wealth management fiduciary among Scottsdale financial advisors.

Vincent Rossi, CFP®

President

Chief Investment Officer

"It is a privilege that very few people, if any, will get in their lives to be entrusted with guiding you financially and helping you look after your financial well-being."

Vincent Rossi, CFP® President, Chief Investment Officer

An experienced wealth management fiduciary among Scottsdale financial advisors.

Vincent Rossi, CFP®

President

Chief Investment Officer

Scottsdale Financial Advisors

It is a special honor to receive the trust of others to advise them financially and manage their money. It is a substantial responsibility that we approach with great care and respect. That care and respect begins with important disclosures for us as Scottsdale financial advisors.

What We Do

  • Firm Profile

    Firm Profile

    We help individual investors solve their retirement planning, investment and wealth management problems. We provide professional retirement planning, investment management and wealth management services.

    We serve our clients as a fiduciary for a professional fee only. This means that we do not receive commissions or other forms of compensation for selling insurance, annuities or other investment products to you, or trading your accounts.

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  • Planning

    Planning

    • Family Financial Discussions
    • Personal Wealth Education
    • Goal and Objective Setting
    • Investment Planning
    • Retirement Planning
    • Special Needs Planning
    • Incapacity Planning
    • Trust, Estate and Legacy Planning
    • Charitable Planning and Giving
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  • Analysis

    Analysis

    • Lifestyle Asset and Net Worth Analysis
    • Leverage and Debt Analysis
    • Risk Exposures and Insurance Analysis
    • Cash Flow Analysis
    • Retirement Income Shortfall Analysis
    • Client Risk DNA Analysis
    • Long-Term Care Cost Coverage Analysis
    • Social Security/Medicare Gap Analysis
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  • Strategy

    Strategy

    • Retirement Asset/Liability Study
    • Investment Risk Capacity Study
    • Critical Path Study
    • Asset Allocation Study
    • Asset Location Study
    • Portfolio Risk Study
    • Economic Scenario Study
    • Income Stability and Distribution Study
    • Tax-Advantaged Charitable Gift Study
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  • Investment

    Investment

    • Written Investment Guidelines
    • Financial Service Value/Cost Analysis
    • Diversification Intelligence Analysis
    • Proprietary Investment Research
    • Covered Dividend Analysis
    • Individual Security Portfolios
    • Individual Securities Held In Safekeeping
    • Tax-Sensitive Portfolio Management
    • Performance Reporting Analysis
    • Investment Behavior Coaching
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  • Management

    Management

    • Process and Workflow Management
    • Tax Accountant Coordination/Collaboration
    • Estate Planning Coordination/Collaboration
    • Trust Advisory Services
    • Advisory Team Leadership
    • Periodic Review Calls and Meetings
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Your team of Scottsdale wealth management advisors will take the lead and free you to focus on the big-picture of your life.

Your team of Scottsdale financial advisors will take the lead and free you to focus on the big-picture of your life.