Financial Planning
June 2, 2023

Wealth Management in Arizona: A Successful Partnership

Stewart Willis

Working with a firm that handles not only wealth management in Arizona but provides comprehensive services can be incredibly beneficial for you. You aren't getting the limited, cookie-cutter approach other financial advisors rely upon. Instead, you gain access to services ranging from financial planning to asset allocation.

Asset Preservation Wealth & Tax will focus on providing complete solutions to meet all of your needs. As a firm that handles wealth management in Arizona, we have the expertise to help you make informed decisions about your financial future.

Additionally, you can expect personalized attention from financial planners. These are qualified advisors who understand the complexities of your situation and are committed to helping you reach your goals.

A Complete Holistic Approach to Wealth Management in Arizona

A holistic approach to wealth management in Arizona is essential to achieving financial success. A wealth management firm with diverse services is more likely to take a comprehensive approach.

We consider all aspects of your financial life, such as investments, taxation, retirement planning, and estate planning. Asset Preservation Wealth & Tax can provide valuable advice and help you build a secure financial future for yourself and your family.

Fully Custom Solutions for Your Financial Situation

Customized solutions are the future of financial planning. This is why as a firm that handles wealth management in Arizona, we offer multiple services. This can help you to tailor our advice and solutions to your specific needs and goals.

These small details may seem insignificant to other financial advisors, but they lead to a comprehensive and personalized financial strategy that aligns with your unique circumstances.

This approach is more effective than other methods from other firms. Why? Because we can take all of your needs into account as we manage your wealth. We’re not giving you generic advice and hope that it will work for everyone. We assess each and every situation on an individual level.

The Convenience of Wealth Management in One Place

Managing your finances can be difficult and time-consuming, but it doesn't have to be. Working with a single firm that offers a broad range of services can save you time and effort. You won't need to coordinate with multiple financial professionals.

Man holding a piggy bank nest to a stack of coins

The convenience of having all your financial services in one place makes it incredibly easy to keep track of your money and make informed decisions about your financial future. That’s why we take a comprehensive approach to wealth management.

Estate planning is an important step for anyone to take in order to ensure their assets are passed on to the people they care about. With the right estate planning strategy, you can avoid costly probate fees and estate taxes, as well as leave a lasting legacy that reflects your wishes.

The promise of providing financial security to the family of a client in the event of an unforeseen tragedy is something we strive to offer. We ensure that our clients' spouses and loved ones will be taken care of should something happen to you. This commitment provides peace of mind and allows you to focus on your life and live in the moment without worrying about what might happen in the future.

Consistent Communication for Better Results

Managing your wealth can be a complex and time-consuming process. With the help of skilled wealth management professionals, it doesn't have to be.

As an advisory firm that handles wealth management in Arizona, we provide multiple services and provide you with a single point of contact for all your financial needs. This makes it easier to stay informed and up-to-date on the latest developments in your investment portfolio.

This allows you to focus on other aspects of your life while knowing someone has your back when managing your finances. At the same time, this strategy doesn’t insulate you from the process. We’ll keep you informed about your finances, and it’s that much easier when all the information comes from a single source.

Some financial advisors and wealth management firms in Arizona isolate clients from their finances. They do this by using hiding behind technical jargon and obscuring how asset management and portfolio management work. This makes clients feel like wealth management in Arizona is out of reach, but this isn’t the case.

Stewart Willis, President of Asset Preservation Wealth & Tax, believes in this wholeheartedly.

"We try to make things understandable—simple," Stewart says. "We subscribe to that ‘keep it simple’ mentality. The more you move away from that, the more likely people get lost in the conversation and just tune it out entirely."

We want our clients to be knowledgeable about their finances. So, we make sure they understand how their wealth is managed in plain language that keeps them included and informed.

Integrated Strategy with Assessments

Using a single firm to manage multiple aspects of your finances can be invaluable. With an integrated strategy, we can create a comprehensive plan that considers each financial decision's effect on the big picture.

By viewing all angles, you can maximize your resources' potential and confidently make more informed decisions. We build multiple perspectives and always plan for different scenarios when working with clients.

It is important to be mindful of the advice given to you from friends, family, and outside sources when it comes to your finances. While some people may have good intentions, they may not have a full understanding of the broader financial landscape. They won’t have knowledge about all of the available options, strategies, and financial products that could benefit you.

Even with financial advisors, you need to ensure you have the expertise around you that can give you access to up-to-date information before you make a decision.

We run different scenarios and Monte Carlo simulations to see what happens in each scenario. We test to see what happens if the market crashes, if it does well, the likelihood of success, and the variable effects of inflation. This is how we manage expectations and the expected rate of returns.

Cost-Effectiveness and Fee Transparency

Working with an all-in-one firm that provides multiple services can be a great way to save money and get better value for your investment. With one single point of contact, you can access all the services you need under one roof.

We aren't milking clients with extraneous fees. You pay for the services you actually need. Nothing more and nothing less. We want you to see results from the work we do, because your financial success is our financial success.

Expertise that Gives You a 360° Approach

Expertise is an essential component of any successful wealth management firm. A team of professionals with expertise in various financial disciplines can provide clients with informed and insightful advice tailored to their individual needs and goals.

With diverse services, a wealth management firm can offer clients the best possible advice and strategies for managing their finances.

Unfortunately, many people rely on friends or outside sources who may not have the proper knowledge, qualifications, or expertise to provide accurate financial advice. This can result in misguided decisions that can cost you money and time in the long run.

When you’re listening to unverified financial claims or advice, it’s difficult to sort through exaggerations. Most of the time, you don’t have the full context to understand why something worked.

When it comes to personal finance, one size does not fit all. Generic advice from friends or other sources may not take into account your unique financial situation, goals, and risk tolerance. To ensure that you are making sound financial decisions that are tailored to your individual needs and circumstances, it is important to seek out personalized financial advice.

We offer a diverse range of services because you need a complete approach to financial planning. A financial plan is only complete if you have accurate information about an individual’s taxes or financial goals. You shouldn’t have anyone other than a tax professional handling your taxes. That's why you need multiple perspectives and highly-trained professionals to weigh in.

If you’re looking for wealth management in Arizona, then you should know what makes it effective. It’s only effective if advisors have a full understanding of what’s going on with a client’s finances. This should include taxes and estate planning. A financial plan is only complete when there is a clear picture of what is needed for specific outcomes.

Why Does Being a Fiduciary Make a Difference?

Working with a fiduciary financial advisor is an essential step in ensuring the security of your finances. As fiduciary financial advisors, we are legally and ethically obligated to act in the best interests of our clients.

This is why we must provide invaluable insight and advisory services into investment strategies, tax planning, and other important financial decisions. With a fiduciary by your side, you can rest assured knowing that every decision is made with your best interests at heart.

Trust and Confidence

Trust and confidence in a financial advisor is essential for any investor.

Knowing that our recommendations are in your best interest can provide an added sense of security that helps to ensure a successful and enjoyable investing experience. You can be confident that having Asset Preservation Wealth & Tax as your fiduciary financial advisor means we are obligated to make unbiased recommendations.

Fiduciaries have an ethical responsibility to provide objective advice tailored to the individual's specific needs and goals. This ensures that our financial interests and those of our company do not influence the advice we provide.

Long-Term Focus

Financial fiduciaries are an essential part of the financial industry, as they prioritize the long-term financial success of their clients.

Fiduciaries are held to a higher standard than other financial professionals. They must always act in the best interest of their clients and not pursue any personal gain or commissions at their clients’ expense. As fiduciary financial advisors, we are more focused on long-term strategies that will benefit our clients in the future rather than pursuing short-term gains.

We want to build long-term relationships with each and every one of our clients. We aren't here to help make a quick dollar from neverending consultations or by confusing clients with technical jargon. We want you to truly understand how your finances work — and how they can work for you.

No Hidden Financial Motives

Investing in fiduciary financial advisors can provide peace of mind to clients who want to ensure they are making informed decisions about the real cost of their investments.

Asset Preservation Wealth & Tax is a fee-only firm. With a transparent fee structure, how much you will pay for advice and services is clear from the beginning.

We won't take back fees from mutual funds or partake in any "double dipping" when working with clients. Additionally, as fiduciary financial advisors, we must disclose any potential conflicts of interest. Our clients need to be aware if there could be any influence on the advice they receive. As fiduciary financial advisors, we must prioritize our client's interests above our own.

By minimizing conflicts of interest, our financial fiduciary advisors ensure that clients get the best possible advice and service. This is what helps them make better financial decisions in the long run.

You Deserve the Best for Wealth Management in Arizona

If you want to make the most of the money you make, contact our fiduciary financial advisors in Arizona. You should demand more from the people you trust with your life savings and your financial future. You shouldn’t be second-guessing your financial plan.

It is important for investors to demand more from their financial advisors. Your hard-earned money is at stake, and you should not be afraid to call your advisor. We make sure we are available on weekends or urgent matters that need to be attended to can be dealt with. Financial advisors should make themselves available and work towards providing the best quality of service possible.

As Stewart, our President, puts it, “We don’t do business with people we don’t like — and you shouldn’t either.”

Financial advisors have been taking advantage of their clients for too long. They often collect large fees for minimal work, and we believe that these practices should not be tolerated. Find a better path to wealth management in Arizona.

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Stewart Willis is the founder and president of Asset Preservation Wealth & Tax, a financial planning firm in Phoenix, Arizona. Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

The commentary on this blog reflects the personal opinions, viewpoints and analyses of the author, Stewart Willis, providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to and search by our firm name or by our CRD # 175083.

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