Broker Check
Our Process
Our History

30 Minute Introductory Call

A quick phone call or virtual chat to get to know each other and determine if your goals match our expertise. We'll discuss your current financial situation, what you're looking to accomplish, and make sure to answer any questions you might have.

This complementary consultation will serve as the first step in your new, healthier financial future

Who We Work With 

Educators

Educators

Someone who needs help with their retirement accounts through their workplace.

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Trustees

Trustees

Someone who just inherited new wealth and assets from the passing of a loved one.

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Newly Single

Newly Single

Someone looking for affirmation and stability after divorce.

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Medical Professionals

Medical Professionals

Someone who is getting her accounts in order to retire soon.

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Our affiliations 

These credentials, affiliations, and memberships help us provide a robust, full array of products, services, and convictions for our clients.

<strong>Transform your dreams into plans</strong>

Transform your dreams into plans

With personalized services to fit your needs, we can help turn your dreams into reality.

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<strong>Ready to take control of your financial future?</strong>

Ready to take control of your financial future?

Start by taking this quick quiz and selecting a goal that is most important to you with the help of Wealthlink. You'll be able to see if you're on track and how simple adjustments can impact your ability to reach your goal.

Let's Get Started
<strong>Do you know your risk number?</strong>

Do you know your risk number?

Risk Number® technology calculates your risk tolerance, utilizing a scientific framework. By taking a 5 minute quiz, we can pinpoint your risk tolerance. This number can then help you align your current portfolio with your true investment goals and expectations. This technology gives our clients an edge in understanding risk.

Find Your Risk Number

We’d love to hear from you!

CONTACT US

14362 North Frank Lloyd Wright Boulevard Suite 1000

Scottsdale, AZ 85260

Phone: (480) 889-8971

Fax: (480) 889-8975

Email: jcatalan@emeraldwealthusa.com

Mon-Fri: 9:00 AM - 5:00 PM

Sat-Sun: By Appointment

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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