We work with prudent investors who prefer to partner with an accessible, experienced Scottsdale, AZ advisor who is in a position of authority, and not a subordinate in the company. Our clients get one-on-one attention with access to nationally recognized investment managers, custodians and insurance companies. Our objective is to help our clients “live well” during their retirement, provide for sustainable lifetime income, and keep heartfelt promises to the people they care about most.
IQ Wealth Management
7702 E Doubletree Ranch Rd # 300
Scottsdale, AZ 85258