Ashton Thomas Private Wealth
Ashton Thomas Private Wealth is a diversified financial advisory firm that provides wealth advice solutions with attentive, personal services for the modern affluent client. Founded in 2010, the firm has grown into an award-winning registered investment adviser committed to a culture of excellence, integrity, and respect in every aspect of its business. The firm serves foundations, businesses, and affluent individuals and families by providing a range of services which include fee-based financial planning and investment portfolio management, retirement plan consulting, securities brokerage, life and health insurance, and income tax preparation.
ABOUT ASHTON THOMAS
Ashton Thomas aims to provide you with clarity about your finances.
The firm also strives to remain at the forefront of technological innovation and thought leadership within the financial services industry.
The firm is headquartered in Scottsdale, Arizona, and has a growing footprint throughout the continental United States.
PRIVATE WEALTH SOLUTIONS
Wealth Planning.
Ashton Thomas' wealth planning services are built around who you are and who you want to be.
Asset Management.
Their experienced professionals are dedicated to identifying and implementing focused portfolio solutions to help you navigate today’s complex investment landscape.
Tax Services.
Ashton Thomas Tax Advisory sheds light on what your money is doing and why, ensuring clarity and alignment with your goals.
Estate and Trust.
The firm provides experienced and thoughtful solutions for affluent clients to prioritize intentional multi-generational planning.
Family Office.
Optimize your family’s financial efficiency with customized family office services, integrating cash management, banking solutions, and expert advice in investment, planning, and tax strategies.
Business Succession.
Their experienced financial team can guide you through the process, delivering a personally rewarding outcome for all stakeholders through strategic planning, investment, tax, and related financial services.
Banking Solutions.
Their dedicated team collaborates with your advisor to assess and manage your personal and business banking requirements.