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WealthTrust Advisors

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Scottsdale, United States

wealthtrustadvisors.com
Financial planner· Investment Management

WealthTrust Advisors Reviews | Rating 2,3 out of 5 stars (2 reviews)

WealthTrust Advisors is located in Scottsdale, United States on 17200 N Perimeter Dr Suite 203. WealthTrust Advisors is rated 2.3 out of 5 in the category financial planner in United States. WealthTrust Advisors, strives to provide clients with objective guidance that directly links a client’s success to ours - making your success our primary goal. The professionals at WealthTrust Advisors share a single-minded purpose: Work as a team to deliver sophisticated, integrated investment and estate planning solutions to families, executives, business owners and other professionals to enhance and protect their wealth, reflect their values and achieve their lifetime goals. We offer long-term financial planning, portfolio management, estate planning, retirement planning, risk management and insurance planning. Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.

Address

17200 N Perimeter Dr Suite 203

Phone

+1 4804837300

Company size

1-10 employees

Headquarters

Scottsdale, Arizona

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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G

Goldviper

Have been with Wealth Trust for many years. They have done a great job of managing my investments. Top notch firm.

H

Hello Hello

Dismal services...they focus on high end customers and if your portfolio is on the low end, low attention. The fees for service are not justifiable for the amount of return they have provided for my account. The adviser (Call him Mr. H.B ... aka football boy) provides a canned speech (Same one every time) that states the obvious of market trends, but he does not understand financial strategy, nor takes actions to reflect the rise and fall of the market unless you advise him. They group also has a fancy computer program that does not reflect the nature of portfolio return vs. the investment and fees paid.Don't let them fool you with words like Monte Carlo analysis which if used properly would be of value. Overall, value for value watch this slick team and consider trust with verification, and trust no one (Trust is earned, not spoken).

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