Financial Advisors
Scottsdale, AZ
Asset Preservation Wealth & Tax is a financial advisory firm with 28 years of experience managing over $1 billion in assets for 9,000+ client households across the Southwest. They provide comprehensive financial planning, retirement planning, estate planning, tax strategies, and investment management through fiduciary-certified advisors. Their integrated approach combines wealth management with proactive tax planning to help clients optimize their financial outcomes and build lasting legacies.
Ideal for: Pre-retirees and retirees seeking comprehensive financial planning, high-net-worth individuals managing estates, business owners optimizing tax strategies, families planning multigenerational wealth transfer
Service area: Scottsdale, Phoenix metro area, and multiple Southwest locations
Integrated Tax & Wealth Planning: Unlike most financial advisors, Asset Preservation incorporates tax planning directly into wealth management strategies, helping clients reduce tax burden while pursuing investment goals.
Fiduciary Standard & Transparency: All advisors are fiduciaries required to act in clients' best interests with full transparency about certifications and experience, not commission-driven recommendations.
28 Years of Proven Track Record: With over $1 billion in assets under management and 9,000+ client households, the firm demonstrates long-term stability and client trust in the region.
Address: 16435 N Scottsdale Rd #175, Scottsdale, AZ 85254
Phone: (602) 449-0146
Website: apsitaxes.com
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