Taking the time now to find a trusted wealth advisor who will truly align with your vision of financial independence and support you with steady, calm and clear direction, allows you to accumulate, preserve and grow your wealth. For nearly twenty years our firm has been helping clients just like you grow, manage and preserve their personal wealth for themselves and for future generations.
We would be honored to have you aboard. Finding the right team that is uniquely service oriented is a key to lasting happiness with your wealth advisor. We are a dedicated team of professionals with the skills necessary to facilitate your personal wealth planning and retirement goals and objectives.
We would be honored to have you aboard. Finding the right team that is uniquely service oriented is a key to lasting happiness with your wealth advisor. We are a dedicated team of professionals with the skills necessary to facilitate your personal wealth planning and retirement goals and objectives.
Services
The Getzen Group Inc. is a registered investment advisor with the Arizona Corporation Commission. Located in Scottsdale, Arizona, The Getzen Group Inc. specializes in personalized, discretionary asset and wealth management offering services to the residents of Arizona.
Richard Getzen, a Certified Financial Planner (CFP), is the President and Managing Principal with over twenty (20) years of experience in serving individuals, families and entrepreneurs enabling them to grow and preserve their wealth through proactive discretionary asset management and Wealth Management Consulting Services (WMCS).
Richard Getzen, a Certified Financial Planner (CFP), is the President and Managing Principal with over twenty (20) years of experience in serving individuals, families and entrepreneurs enabling them to grow and preserve their wealth through proactive discretionary asset management and Wealth Management Consulting Services (WMCS).
The Getzen Group Inc. provides a wide array of services to individuals, families, businesses, estates and non profits. Our services include; wealth planning, retirement planning, retirement plans, investment management, tax preparation, tax planning, wills and trust origination, Limited Liability (LLC) and Corporation formation, insurance services, general estate planning and administration, and Wealth Management Consultation Services(WMCS).
Wealth Planning is a critical component of each Getzen Group client in our care. Preferred Account clients receive ongoing Wealth Management Consulting Services (WMCS) as a bundled service, we do also offer it as a stand alone fee for service. Creating a successful plan requires thoughtful consideration of multiple variables that can affect the success of your plans and financial independence.
Investment Management accounts "Preferred Account" are for individuals looking for full-time, proactive portfolio management as well as expertise in a comprehensive approach to retirement, wealth and estate planning, tax strategy and wealth management. As a client you will receive one-on-one consultations with your lead Certified Financial Planner advisor as needed for expert customized guidance across all financial situations.
Since our inception, our firm has helped hundreds of families address their Estate Planning needs through origination of wills and trusts as well as trust administration. We offer full assistance with the coordination, generation and maintenance of your revocable living trust, estate plan and funding requirements.
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