Beacon Pointe Advisors

ARQ Wealth Advisors in Scottsdale at 8605 E Raintree Dr Suite 240 provides comprehensive wealth management that aligns finances with clients' values and long-term goals. The fiduciary team delivers tailored portfolios, clear guidance, and thoughtful planning for retirement, family priorities, and business needs. Known for responsive service, professional communication, and a client-focused, easy-to-understand approach.

Summit Wealth Group, located at 14500 N Northsight Blvd, Suite 112 in Scottsdale, AZ, is a fiduciary wealth and financial planning firm. Clients praise knowledgeable advisors, notably David Newby and Scott Marks, for attentive, responsive service and clear guidance. The team covers investments, estate and tax planning, with access to CPAs and attorneys—a true one-stop shop.

Foley & Giolitto CPA PLLC in Scottsdale delivers professional accounting and tax services for individuals and small businesses. Clients highlight thorough tax analysis, proactive strategy, and timely, responsive support from the team, including Ryan and David Persons. The firm aims to minimize tax bills, maximize financial clarity, and guide clients through deadlines with trusted expertise.

Asset Preservation Wealth & Tax, Financial Advisors in Scottsdale, AZ, offers integrated financial planning with in-house tax preparation. Reviews highlight knowledgeable, patient, and responsive advisers who help organize multiple 401Ks into IRAs under one umbrella and uncover hidden fees. A true one-stop shop for retirement planning and tax filing, supported by advanced tools and a welcoming office.

Trajan Wealth | Scottsdale Headquarters offers fiduciary financial planning, investment management (IRAs, 401(k)s), and tax services from Scottsdale. Located at 18700 Hayden Rd, Suite 470, it provides in-person access and ongoing reviews to help clients navigate life changes and retirement planning. Reviews highlight fiduciary guidance, personalized service, and attentive, approachable advisers.

Bradley Wealth LLC in Scottsdale provides trusted financial guidance with a long-term, personalized approach. Clients report 12+ to 18 years of partnership, transparent wealth management, and peace of mind through market cycles. The professional team combines knowledge with a personable touch, helping families pursue sustainable growth and purposeful financial planning.