Preferred Wealth Management

Preferred Wealth Management, LLC is a fee-only financial planning firm with headquarters in Phoenix, Arizona. A division of Preferred Financial Group, Preferred Wealth Management has been in operation since 2013.

We believe that every portfolio and financial plan should be tailored to the individual client, built to address specific goals with a clearly defined time horizon, and careful attention to the client’s tolerance for volatility and risk. 

The plans we create are customized just for you and include our recommendations for steps you can take to pursue your financial goals. A comprehensive financial plan addresses all parts of your financial life:  investments, tax issues, short and long-term goals, such as college and retirement planning.  Essentially, we are creating a roadmap to help you achieve your financial and personal goals. Your plan will be based on a careful analysis of your current financial picture and a thoughtful understanding of your personal and financial goals and objectives with respect for your needs, risk tolerance and time horizon.

Our clients include individuals, families, small businesses, estates and trusts, as well as pension and profit-sharing plans. We work with people in all stages of life, although clients often come to us when they are retired or preparing to do so. Income tax*, estate, and retirement planning, asset and risk management, and education are some of the main topics that are covered frequently in a financial plan. We help create and implement your financial plan and meet with you on a regular basis to help ensure that you are advancing toward achieving your goals so that you may live the life you value.

Contact us to set up a private consultation.  It would be our pleasure to meet with you at no cost.  We will sit down together, get to know each other and determine if our services would be helpful to you.

^{*Preferred Financial Group & Wealth Management, LLC do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.}

^{Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard. What does the fiduciary standard mean? This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments. The recommendations made by your advisor must be based upon your specific investment needs and objectives. The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account. Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.}