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 480-629-8144  info@burtonwealth.com
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Burton Wealth Management
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Our Guidance, Your Path™

Learn about our approach to help you strive for long term financial success.

Our Guidance, Your Path™

We are committed to providing clear, unbiased financial strategies to help you stay on course.

Our Guidance, Your Path™

Inquire with us today and see how we can help you.

 

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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

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be your trusted 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

Our philosophy is simple. 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 plan forms the foundation of helping clients address their 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 You Should Know About Certified Financial Planners

Submitted by Burton Wealth Management on January 16th, 2020

Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own.

Tags:
  • certified financial planner
  • Read more

Social Security Facts for 2019

Submitted by Burton Wealth Management on January 2nd, 2020

As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than retirement income. Along with providing a small income to millions of seniors, Social Security also provides life insurance as well as survivor benefits.

Tags:
  • social security, SSA, retirement plan
  • Read more

How to Protect Your Personal Data Online

Submitted by Burton Wealth Management on October 3rd, 2019

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter.

Tags:
  • data security
  • identity theft
  • 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.

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, District of Colombia, Florida, Georgia, Idaho, Illinois, Nevada, New York, Oregon, Pennsylvania, Texas, Utah, Washington.

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