We're here to answer any question, any time, and take pride in making complex topics clear and understandable. Whether you're just starting out or nearing retirement, now is a good time to think about your financial future and how you can start moving toward your goals. Planning for your first home purchase, a college education for your kids or grandkids, an active retirement, or building a legacy to pass on to your heirs?
We're here to help you though every age and stage of life. You have questions and may have complicated concerns. We have answers, but first, we listen. Then our team works together to walk you through all the steps of creating a fully customized financial plan that is just as individual as you are, one that reflects your needs, wants, and desires.
We're here to help you though every age and stage of life. You have questions and may have complicated concerns. We have answers, but first, we listen. Then our team works together to walk you through all the steps of creating a fully customized financial plan that is just as individual as you are, one that reflects your needs, wants, and desires.
Services
Over the years, we have found that a team approach is the most effective method to help clients achieve their needs as they maneuver through complex financial options. We invite you to discover and experience the power of our services. We believe it benefits our clients to get opinions from several sources with diverse backgrounds, education and experiences.
My partners and I help you achieve your dreams. We research, analyze and plan innovative strategies that will protect what is important to you, so that you may live the life you value. Demonstrate the potential rewards and opportunities that can be achieved when you take a proactive approach to your personal financial situation.
Our firms specialize in helping individuals develop sound financial strategies. Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the indecision out of investing, estate conservation and wealth preservation.
Preferred Wealth Management, Preferred Financial Group and Preferred Group are independent financial firms committed to helping you achieve your financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe our resources and expertise will help you better identify your goals and assist you in making sound financial decisions.
Preferred Wealth Management, LLC is a fee-only financial planning firm with headquarters in Phoenix, Arizona. A division of Preferred Financial Group, Preferred Wealth Management has been in operation since 2013. We believe that every portfolio and financial plan should be tailored to the individual client, built to address specific goals with a clearly defined time horizon, and careful attention to the client's tolerance for volatility and risk.
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