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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-02-2003
- Office Locations
- 1
Office Locations
About Wealth Management Solutions
Wealth Management Solutions is a Scottsdale, AZ fee-only fiduciary advisor providing customized financial planning with a focus on tax-savings strategies and coordinated investment management. The firm follows a research-driven “Science of Investing” philosophy grounded in Nobel Prize–winning economics, avoiding stock picking and market timing. It also supports company retirement plans with fiduciary investment review, due-diligence insights, and reporting.
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Investment Themes
Investment Vehicles
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Owner & Executives
DAVID SCOTT ROSENTHAL
Principal, Financial Advisor
- CRD
- #2680280
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,569,049 | $419,876 |
| Non-Discretionary | $0 | -- |
| Total | $172,569,049 | $419,876 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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