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Burton Wealth Management

 480-629-8144  info@burtonwealth.com
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Burton Wealth Management

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    • Our Philosophy
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Our Guidance, Your Path™

Learn about Burton Wealth Management's approach to help you strive for long term financial success.

Our Guidance, Your Path™

Burton Wealth Management is committed to providing clear, unbiased financial strategies to help you stay on course.

Our Guidance, Your Path™

Inquire with Burton Wealth Management today and see how we can help you with financial planning goals.

 

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Why Us?

We are dedicated to providing experienced guidance and personalized service to help you gain confidence in your financial future.

 

About Us

Burton Wealth Management is dedicated to providing financial planning and strategic wealth management that is right for you. Simply put, we strive to be your trusted financial advisor.

 

Our Process

We want to get to know you in order to help you make informed financial decisions. By providing hands on investment management, our goal is to enhance returns and manage risk in your investment portfolio. We use a client-centric process focused on pursuing specific milestones we create together.

 

Our Philosophy

Burton Wealth Management has a simple philosophy. Every client is unique. A cornerstone of financial planning is the recognition that everyone’s economic situation is different. A commitment to professionalism and the cooperative development of a unique, personal financial plan forms the foundation of helping clients address their financial goals.

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Our Services

We are dedicated to providing comprehensive wealth management to help you pursue your goals.

 

Financial Planning

Creating an comprehensive financial plan takes time, know-how and experience.

 

Saving for College

It’s never too early to start planning for a child’s college education.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile.

 

Estate Planning

Preparing for the transfer of estate assets after death is an important part of any financial plan.

 

Insurance

If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.

 

Investment Management

When exploring the world of investments, it’s important to gain a broad perspective of how each investment may work.

 

Employer Sponsored Retirement Plans

We strive to provide a superior level of service to employers of retirement plans.

Recent Blog Posts

What are Employee Stock Options, and why should I care?

Submitted by Burton Wealth Management on January 13th, 2021

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, there are potential benefits. In this article we are going to look at two things, first what exactly are employee stock options, and secondly why you may want to consider taking advantage of them.

What are stock options

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Keeping your Personal Finances in Shape

Submitted by Burton Wealth Management on October 15th, 2020

While it may be prudent to use a financial professional when you start your investment journey, there are a lot of things you can do before you ever speak to a financial professional. Investing, like everything else in life, has no guarantees, and even the hottest stock or the best tip may not always perform the way we would like.

  • Read more

Paying off Student Loans

Submitted by Burton Wealth Management on August 30th, 2020

In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be turning to loans in order to finance their education. 

  • Read more

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Contact info

  •   14358 N Frank Lloyd Wright Blvd, Suite 8 , Scottsdale, Arizona 85260
  •   480-629-8144
  •   info@burtonwealth.com

Securities offered through LPL Financial. Member FINRA & SIPC. Investment Advice offered through Burton Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Donald Edwin Burton II, California insurance license #0B05303, state of domicile & principal place of business is Arizona.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Minnesota, Nevada, New York, Oregon, Texas, Utah, Washington, West Virginia.

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