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About Us
Our Vision
Our Vision is to assist individuals and families by helping them
make quality decisions with their assets in both the
accumulation phase and the distribution phase of their lives
and to protect them with conservative financial strategies.
Our Mission Statment
Our Mission is to provide our clients with quality personal service
and to help them navigate some of life's most difficult
questions and situations. We assist clients in setting their goals,
planning their futures, and living their dreams while
managing their assets to help get them there.
Who We Are
Following your lead
Our firm was founded on the idea of providing quality, dependable financial planning and asset management on an affordable “fee-only” basis. We have more than 35 years of experience helping clients reach their financial destinations.
Everyone has goals, or at least an idea of what they would like to have happen in their lives financially. These ideas may include providing an education for their children, to own a home or a newer, bigger home, maybe the goals revolve around an early retirement or just a more secure future. In any case, those goals or ideas can become a reality with focus and attention to detail.
This is where a Financial Advisor can help
Invest Smart USA can help you define and sharpen your ideas in to attainable goals, and we can help you establish the clarity of action needed to help you reach those goals. We are a Registered Investment Advisor (RIA) located in Scottsdale, Arizona. We assist clients in Arizona and in many other states around the country. We work with each client on an individual basis to discover exactly what they would like to accomplish during their lives and provide the plans and services to help them attain those dreams.
Getting Started
We begin by getting to know you during a “no-cost” initial one-hour consultation. During this meeting, we will take the high altitude view of your situation and discuss some of the things that concern you the most. At the end of this meeting, we will let you know how we feel we can best serve you, answer your questions about our firm and let you decide if you want to move forward.
Should you decide to become an Invest Smart USA client, we will gather some data and begin to drill down deeper to develop a plan to help you reach your specific goals. Once we have determined your risk tolerance, we will discuss our strategic and active asset management approach as well as other cutting-edge, portfolio management technology to use in the investment strategy of your assets and savings.
After developing a strategy and beginning the management of your assets, we will report and meet with you regularly to be sure we are staying on track and continuing to meet the challenges and expectations that an ever-changing life may bring. These steps, with your commitment, can help you achieve the goals and dreams of your long-term financial success.