Scottsdale Wealth Management
Scottsdale, Arizona
4211 N. Marshall Way, Suite 100
Scottsdale, AZ 85251
Phone: 480.353.2456
Fax: 480.240.1295
Our wealth management team in Scottsdale can work with you to create a personalized financial plan designed for your big picture.
Our fiduciary responsibility to individuals and families, along with our richer life approach, addresses all aspects of your financial picture, including wealth and retirement planning, estate and tax strategies, insurance and risk assessments, philanthropy, private investments, and real estate, as well as financial planning for business owners and multi-generational family wealth.
As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Three Butterflies Foundation, Arizona Helping Hands, East Scottsdale Little League, Puppy Luv, Junior Achievement, and First Tee of Arizona.
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Meet your Scottsdale wealth management team
I help clients live a richer life by truly taking the time to get to know them and what br...
View ProfileAlena Boucek
As an advisor at Brighton Jones, I support clients by giving them peace of mind and the co...
View ProfileHailey Leister
As a part of the team in Scottsdale, I play a role in ensuring that our clients receive th...
View ProfileJames McDougal, CFP®
I am responsible for thinking strategically with our clients about their life plans and en...
View ProfileKory Leadon, CFP®
As the Growth and Operations Director in our Southwest Region region I work with potential...
View ProfileKristen Purnell
I help clients identify and achieve vocational freedom, a key point along their journey to...
View ProfileKyle Rice
Investing for the future does not have to be complex or intimidating, and I strongly belie...
View ProfileLillian Turner, CFP®
As the growth and operations associate for the Southwest region, I strive to create strong...
View ProfileMackenzie McMillan
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
View ProfileScott Greve
As a client service coordinator, I have a passion for helping others and fostering strong ...
View ProfileSophia Riddle
Aligning client insights with a deep knowledge of financial services is the best way to pr...
View ProfileThomas Newbold
As an advisor, the financial goals and personal pursuits of our clients are crucial to dev...
View ProfileTim Amen, CFP®
I help clients live a richer life by understanding their needs and ensuring that clients r...
View ProfileVas Sabeeh
Talk to a Scottsdale financial advisor
"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."
– Dan S., Brighton Jones client