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8655 East Via De Ventura, Suite #G-181, Scottsdale, AZ 85258

(480) 922-0980
"I work with people who are looking for comprehensive financial planning that extends well beyond mere investment advice..."-Ed Zubow

"I work with people who are looking for comprehensive financial planning that extends well beyond mere investment advice..."-Ed Zubow


Who I Work With


High-Net Worth

High-Net Worth

Serving the unique needs of HNW individuals

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Business Owners & Executives

Business Owners & Executives

Portfolio and risk management

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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Generational Wealth Transfer

Generational Wealth Transfer

Understanding your unique needs

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My Services

I believe that your financial life is significantly more complex, much deeper and much wider than just your investments. My comprehensive wealth management services and solutions go beyond your investments and fully integrate all aspects of your financial life using my proprietary 8 pillar process: 

  • Investment Management
  • Risk Management/Life Insurance
  • Retirement Planning
  • Tax Management and Planning
  • Estate Planning
  • Intergenerational Wealth Transfer
  • Charitable Giving
  • Corporate Benefits

My Three-Step Process

STEP

1

Assess

First and foremost, I’ll begin by getting to know you personally by learning what is most important to you and your family. After we have established your priorities and objectives, we will seek to identify any gaps in your current financial life.

STEP

2

Strategize

After identifying your gaps and objectives, I will present a custom tailored financial strategy designed to overcome those gaps and help you accomplish your life needs, wants and wishes.

STEP

3

Implement & Monitor

This process is continuous.  The gaps and objectives we identify and address today may not be your primary concerns in the future.  My process is designed to adapt and change as your life evolves.  Together, we will work  continuously to ensure that your financial objectives stay on track every step of the way.

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and create a plan and strategy to get you there. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with Ed

Let’s begin the conversation. Submit this form to schedule an initial conversation.

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