Business Details
13 Years
experience
Comprehensive Financial Planning Services Scottsdale AZ
At Witnauer-Sloan, we specialize in crafting personalized financial strategies that align with each client's unique goals, values, and circumstances. Our approach prioritizes long-term relationships over transactional interactions, ensuring every recommendation is tailored to address specific financial objectives while navigating life's inevitable challenges. As an independent, fee-only advisory firm, we operate free from conflicts of interest, focusing solely on delivering objective advice without selling proprietary products. Our team combines decades of experience with continuous education to stay at the forefront of financial planning methodologies and investment strategies. We emphasize transparency in all communications, providing clear explanations of our processes and decisions to empower informed client choices.By aligning our compensation with client success through asset-based fees, we maintain accountability for achieving measurable outcomes. Our commitment extends beyond portfolio management to comprehensive wealth planning, encompassing tax efficiency, estate preservation, and retirement strategies. We serve individuals, families, and small businesses globally, with particular expertise in addressing the needs of executives, entrepreneurs, and retirees. Our operational efficiency allows us to offer competitive pricing while maintaining state-of-the-art research tools and technology. Through regular reviews and proactive communication, we ensure our clients' financial plans evolve alongside their changing circumstances and market conditions.
Services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Strategy
Wealth Preservation
Portfolio Management
Asset Allocation
Risk Management
College Funding
Details
- Year established: 2013
Highlights and features
- We operate as an independent, fee-only advisory firm with no product sales conflicts
- Our compensation aligns directly with client portfolio performance and long-term success
- We implement Nobel Prize-winning asset allocation strategies combined with active management
- Our team maintains rigorous continuing education in evolving financial planning methodologies
- We provide access to institutional-grade investment research and technology platforms
Associations and certifications
- SEC Registered Investment Adviser
Services
Financial Planning
Our financial planning service creates customized roadmaps to achieve life goals through strategic asset management, tax optimization, and risk mitigation. We analyze current financial status, project future scenarios, and develop actionable steps for retirement, education funding, and wealth transfer. Clients receive ongoing adjustments to maintain alignment with evolving personal circumstances and market conditions.
Investment Management
We construct diversified investment portfolios using evidence-based asset allocation principles combined with active management techniques. Our process incorporates macroeconomic analysis, fundamental research, and technical indicators to select securities across multiple asset classes. Regular performance reviews ensure portfolios remain aligned with client risk profiles and financial objectives while maintaining liquidity and tax efficiency.
Retirement Planning
This service specializes in creating sustainable retirement income strategies through pension optimization, IRA conversions, and tax-efficient withdrawal methods. We coordinate with employer-sponsored plans, analyze Social Security timing, and implement distribution strategies that minimize tax liabilities while ensuring long-term portfolio sustainability for individuals and business owners.
Estate Planning
Our estate planning integrates legal document preparation with strategic wealth transfer techniques to preserve family assets. Services include wills, trusts, power of attorney arrangements, and business succession planning. We implement tax mitigation strategies for high-net-worth clients while coordinating with legal professionals to ensure comprehensive implementation of clients' wishes.
Tax Strategy
We develop proactive tax reduction strategies through strategic investment selection, timing of capital gains realizations, and retirement account management. Our approach coordinates with clients' accountants to optimize deductions, credits, and tax-deferred growth opportunities across investment portfolios and business interests while maintaining compliance with evolving tax regulations.
People
Jeff Sloan
Wealth Manager
Recognized as a Five Star Wealth Manager by Phoenix Magazine, Jeff Sloan brings decades of experience in personalized financial planning and investment management, specializing in retirement strategies and portfolio optimization for high-net-worth clients.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, estate preservation, tax optimization, education funding, and risk management tailored to individual circumstances.
How are your investment management fees structured?
Our fees are asset-based percentages with transparent disclosure, offering competitive rates through our efficient operational model and absence of third-party product commissions.
Do you work with clients outside Arizona?
While based in Scottsdale, we serve clients globally, maintaining secure digital communication and remote advisory capabilities for international clients.
What makes your firm different from other advisors?
As independent fee-only advisors, we combine Nobel Prize-endorsed strategies with active portfolio management and personalized service without proprietary product limitations.
What minimum investment requirements apply?
We accept clients with portfolios starting at $100,000, focusing on quality service rather than minimum thresholds while maintaining rigorous professional standards.
