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30 Minute Introductory Call

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

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Who We Work With 



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

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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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Explore What Sets Us Apart

Explore What Sets Us Apart

Here at Emerald Wealth we are committed to bringing you:

- Dedicated Support

- Relationship oriented financial planning

- An informative, collaborative environment

- A boutique wealth management experience

- Modern, virtual resources for ease of access

Our Simple and Laid-Back Process

You may be just 3 steps away from your own custom-built financial plan.

Schedule a Visit

We'll have a conversation, see if we're on the same page and decide if it makes sense to continue our conversation.

Blueprint Meeting

We'll discuss your dreams and why they are important to you. We can then begin designing your strategy to help achieve them.

Strategy Delivery

You'll receive your custom-built financial plan and we can start moving towards your goals.

<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!


14362 North Frank Lloyd Wright Boulevard Suite 1000

Scottsdale, AZ 85260

Phone: (480) 889-8971

Fax: (480) 889-8975


Mon-Fri: 9:00 AM - 5:00 PM

Sat-Sun: By Appointment

Have a Question?

Thank you!