Wealth Management Solutions
Wealth Management Solutions (CRD# 127517) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $76,000,000 in 431 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management76MILLION
Total Number of Accounts431ACCOUNTS
Average Account Value$176,334
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
David Rosenthal (CRD# 2680280) has been a wealth manager for 20 years: "For the past 13 years I have ran my own firm, Wealth Management Solutions. Previously, I worked for a national CPA firm as their wealth manager for 3 years. I started in finance working in New Jersey for a financial planning firm for 5 years before moving to Arizona. Throughout my career I have had the opportunity to work with Business Owners, Divorcees, Retirees, Corporate Executives, and High Net Worth Families. This diverse background has given me first hand experience working with people in many different stages of their lives. As a wealth manager, I provide valuable advice in all areas of financial planning and investment management to help my clients achieve their financial goals." David Rosenthal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Joseph Vazquez (CRD# 4237649) is an Investment Advisor Representative working at Wealth Management Solutions in Scottsdale, AZ and has over 15 years of experience in the finance industry: We maintain only a select number of client and family relationships, and get to know your situation inside and out. I will help you maximize your wealth by making the most of your company benefits (401(k) plan, restricted stock, stock options, deferred compensation plans), by managing investments, through income tax planning, estate and gift planning, and when income is needed: by turning your investments into a reliable income stream. You can be confident in the advice we give, as we will happily put it in writing. As a client, you will receive detailed follow up emails after our meetings so we can ensure there is no question as to what we are recommending, and why. Our meetings are never just a review of your most recent statement.