INDEPENDENT INVESTMENT ADVISORS

From left: Jack Bennett and Scott Porter. ©2019 DuaneDarling.com

BENNETT & PORTER

3200 N. Hayden Rd., #310, Scottsdale, AZ 85251 480-212-1150 · bennettandporter.com Year Est: 2002 Lic. Brokers: 15 Principal(s): Jack Bennett, Scott Porter

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Bennett & Porter is a full-service insurance and wealth management firm. Based in Scottsdale and with over two decades of experience co-founders Jack Bennett and Scott Porter, CFP, have designed their firm to assist clients with protecting and building their wealth. Bennett & Porter’s services are tailored for each client’s situation and unique needs.

COMPANY STRENGTHS: “Our personal relationship with each client is what differentiates us. We do not have a one-size-fits-all approach and each client’s solution is unique to their situation and risk tolerance.” STRENGTH OF STAFF: “We have a team approach that allows for each of our staff to focus on their area of expertise. Each area requires a specific skill set. Insurance advisors focus on insurance. Financial advisors focus on wealth management and retirement planning, etc.” OUTLOOK FOR 2022: “Bennett & Porter is anticipating aggressive growth going forward. As Arizona continues to be a high growth area for retirees and business owners who are looking for a single point of contact, to help in areas of insurance and financial planning.” last year 2

18835 N. Thompson Peak Pkwy., #225, Scottsdale, AZ 85255 480-306-4566 · northstaradvisory.com Year Est: 2012 Lic. Brokers: NA Principal(s): Scott Christie and Ryan Jennings Special Services: Life wealth planning firm that dynamically manages your investments

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Thompson Wealth Management

16430 N. Scottsdale Rd., #110, Scottsdale, AZ 85254 480-305-2038 · twmplan.com Year Est: 2010 Lic. Brokers: 1 Principal(s): Neal Thompson, President and Advisor Special Services: Financial planning and investment management services. Specializes in retirement planning for federal and state employees

LifeManaged

5134 N. Central Ave., #101, Phoenix, AZ 85012 602-412-1666 · lifemanaged.com Year Est: 2019 Lic. Brokers: 0 Principal(s): Thanasi Panagiotakopoulos Special Services: Financial planning, investment management, retirement income planning, stock option planning

Beacon Pointe Advisors

(formerly Stonegate Capital Advisors)

6263 N. Scottsdale Rd., #295, Scottsdale, AZ 85250 602-953-8450 · stonegateprivateclient.com Year Est: 2002 Lic. Brokers: 7 Principal(s): Jameson Van Houten, CEO Special Services: Wealth management and investment portfolio design, business and personal tax planning, personalized financial planning

Raymond James & Associates

Locations throughout Arizona 480-877-3221 · raymondjames.com/southwest-complex Year Est: 1962 Lic. Brokers: 53 Principal(s): Robert Burghart, SVP, complex manager Special Services: Personalized financial and estate planning, portfolio management, trust and banking services for individuals and businesses

Vanguard

800-997-2798 · advisors.vanguard.com Year Est: 1996 Lic. Brokers: NA Principal(s): Manuel S. Calero Special Services: Advisor services for EFTs, mutual funds, insurance funds; portfolio construction tools

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Vestpointe Wealth Management

7373 E. Doubletree Ranch Rd., #175, Scottsdale, AZ 85258 602-212-1040 · vestpointe.com Year Est: 2004 Lic. Brokers: 2 Principal(s): Joseph I. McCabe III, CPA, CFP Special Services: Investment management; estate planning; tax preparation; financial planning

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Charles Schwab & Co.

6350 N. 24th St., Phoenix, AZ 85016 800-435-4000 · schwab.com Year Est: 1977 Lic. Brokers: NA Principal(s): Walt Bettinger, president & CEO Special Services: Comprehensive investment services, including mutual funds, stocks, bonds & fixed income products, annuities, and Schwab stock slices

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Integrated Wealth Management

4800 N. Scottsdale Rd., #1900, Scottsdale, AZ 85251 480-663-6000 · iwmllc.com Year Est: 2000 Lic. Brokers: NA Principal(s): Brent S. Pine Special Services: Investment management, estate planning, tax consulting and compliance, commercial liability and personal insurance