Business Details
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Your Trusted Partner for Financial Advisory Services
Scottsdale Wealth Planning has been dedicated to building lifelong relationships of trust with clients through personalized financial advisory services since our founding. Our team leverages over 30 years of specialized expertise in wealth management, combining fiduciary responsibility with CPA-driven tax strategies to address complex financial challenges. We provide customized retirement planning, investment management, and estate planning solutions tailored to entrepreneurs, executives, and high-net-worth individuals. Our process begins with comprehensive discovery meetings and continues through transparent implementation and ongoing portfolio monitoring. As regulated fiduciaries, we maintain legal and ethical obligations to prioritize client interests above all else.Our unique approach integrates behavioral finance insights and technology-driven tools like our eMoney Client Portal to empower informed decision-making. Headquartered in Scottsdale, Arizona, we serve clients nationwide while maintaining the personal touch that defines our client relationships. Our founder's background as a former CPA and his extensive securities licenses reinforce our commitment to professional excellence. We specialize in navigating life transitions through strategic wealth preservation and business succession planning. Our track record of thought leadership, demonstrated through contributions to financial publications and industry recognition, underscores our position as trusted advisors in the financial services sector.
Services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Restructuring
Wealth Preservation
Business Succession
Portfolio Management
Risk Assessment
Client Education
Highlights and features
- We offer 30+ years of specialized financial advisory experience
- Our team includes former CPAs with advanced securities licenses
- We operate as legally mandated fiduciaries at all times
- We provide customized, not one-size-fits-all, financial solutions
- We offer 24/7 client support and emergency financial consultation
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps for achieving long-term financial goals. We analyze current financial status, risk tolerance, and future objectives to develop customized strategies. Our approach integrates tax-efficient solutions and wealth preservation techniques tailored to individual circumstances.
Investment Management
Professional investment management services focus on growing and protecting client assets through strategic portfolio allocation. We employ evidence-based investing principles while maintaining daily monitoring and quarterly performance reviews. Our approach balances growth potential with risk management tailored to individual investment profiles.
Retirement Planning
Specialized retirement planning addresses income security and lifestyle sustainability during post-career years. We develop tax-efficient withdrawal strategies and income generation plans while considering healthcare costs and longevity factors. Our process ensures financial independence throughout retirement transitions.
Estate Planning
Estate planning services focus on asset protection and wealth transfer optimization. We coordinate with legal professionals to implement trusts, wills, and beneficiary designations that minimize tax liabilities. Our approach ensures smooth intergenerational wealth transfer while honoring client wishes.
Tax Restructuring
Our tax restructuring services identify opportunities for reducing tax liabilities through strategic financial positioning. Leveraging CPA expertise, we implement tax-efficient investment strategies and retirement account management techniques. The service focuses on long-term tax savings while maintaining compliance with evolving tax regulations.
People
Paul Ohanian
Founder & CEO
Paul Ohanian brings 30+ years of financial advisory experience as a former CPA and fiduciary. He holds multiple securities licenses and oversees all investment strategies while contributing to financial publications.
Dan B
Digital Marketing Consultant
Dan B combines financial services expertise with digital marketing leadership. His firm Norba Design specializes in compliant digital solutions for financial institutions while maintaining industry regulatory standards.
Questions
What financial services does Scottsdale Wealth Planning offer?
We provide comprehensive financial planning, investment management, retirement planning, estate planning, and tax restructuring services tailored to individual client needs.
What does it mean that you're a fiduciary?
As fiduciaries, we're legally obligated to act in your best financial interests at all times, unlike some advisors who may prioritize product commissions.
How does your financial planning process work?
Our three-step process includes discovery meetings, customized plan development, and ongoing implementation with regular progress reviews to ensure goal achievement.
Do you serve clients outside Arizona?
Yes, we serve clients throughout the United States with virtual meeting options available for out-of-state clients.
What are your minimum investment requirements?
We work with clients who typically have at least $1 million in investable assets to ensure effective wealth management strategies.
How can I access my investment portfolio?
Our eMoney Client Portal provides real-time access to portfolio information and important financial documents 24/7.
