Financial Advisors
Scottsdale, AZ
Wealth Management Solutions is a fee-only fiduciary financial advisory firm in Scottsdale led by CFP® David Rosenthal and CFP® Hunter Hustead. They specialize in customized financial planning, investment management based on Nobel Prize-winning research, tax optimization strategies, and company retirement plan oversight. The firm serves corporate executives, business owners, families navigating life transitions, and retirees seeking coordinated wealth management aligned with their long-term goals.
Ideal for: Corporate executives managing stock options, business owners, families going through major life transitions (divorce, widowhood), retirees and affluent families seeking coordinated wealth management
Service area: Scottsdale and Phoenix, Arizona
CFP® Team with Fiduciary Commitment: Both principals hold CFP® certifications and operate under a fiduciary standard, legally obligated to act in clients' best interest rather than recommending commission-based products.
Fee-Only Model: Transparent fee-only structure eliminates conflicts of interest from commission-based compensation, ensuring recommendations are based solely on client needs.
Evidence-Based Investment Philosophy: Investment strategies are grounded in Nobel Prize-winning economic research rather than market timing or individual stock picking.
Address: suite 130, 8550 E Shea Blvd, Scottsdale, AZ 85260
Phone: (480) 609-4334
Website: wmsus.com
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