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YOUR TEAM - Fiduciary Financial Advisor CFP® | Scottsdale and Phoenix | WMS
Fiduciary Financial Planner CFP® Fee-Only Advisor DAVID ROSENTHAL CFP®
PRINCIPAL / FINANCIAL ADVISOR PHONE: 480.609.4334
EMAIL: CONTACT@WMSUS.COM join meeting icon WMS Logo
 

YOUR TEAM

Working with a wealth management firm is more than hiring a money manager. It's about developing a trusting personal relationship between an advisor and their clients. That's why we believe you should know more about the professionals on your team.

 
 

YOUR TEAM

Working with a wealth management firm is more than hiring a money manager. It's about developing a trusting personal relationship between an advisor and their clients. That's why we believe you should know more about the professionals on your team.

 
  • CFP Phoenix and Scottsdale. Financial Advisors CFP® provide fee-only investment management and Financial Planning advice to individuals

    Phone: 480.609.4334

    Fax: 480.609.4335

  • Financial Planners CFP® serving Scottsdale and Phoenix Arizona.  We are Financial Advisors CFP® who provide fee-only Financial Planning advice

    General Inquiries:

    Email: contact@wmsus.com

  • Financial Planners CFP® serving Scottsdale and Phoenix Arizona.  We are Financial Advisors CFP® who provide fee-only Financial Planning advice

    Address

    8550 E. Shea Blvd., Suite 130

    Scottsdale, AZ 85260

  • Financial Planners CFP® serving Scottsdale and Phoenix Arizona.  We are Financial Advisors CFP® who provide fee-only Financial Planning advice

    Monday - Friday

    9:00 am to 5:00 pm

    Saturday & Sunday

    Closed