Featured Business Financial Advisor in Mesa, AZ
Mesa Financial Advisors
Approach Capital Partners
Mesa & Scottsdale, 4320 East Brown Road Ste 112
Mesa, AZ 85205
(480) 993-9733
Advisor Profile
Greg Stott
Name:  Greg Stott
Phone Number:  (480) 993-9733
Website:  Visit Website
Disclosure Link:
https://www.approachcp.com
Disclaimer
Any advice included in Approach Capital Partners website is general advice only and is based solely on consideration of the investment or trading merits of the financial products alone, without taking into account the investment objectives, financial situation or particular needs (i.e. financial circumstances) of any particular person. Before making an investment or trading decision based on this advice the recipient should carefully consider the appropriateness of the advice in light of their financial circumstances and should carefully review PDS of the relevant financial product.

About Approach Capital Partners

We manage our client's wealth through a continuous cycle of planning, implementation, evaluation and transitioning as market conditions and personal priorities dictate.

We work with our clients to prioritize investment needs and build a plan to meet your needs and wants.

Implementation is critical to success. Low cost, tax efficient strategies are part of our recommendations for success.

On a regular basis, we meet with our clients to confirm their investments are actually performing as outlined. Preserving and protecting your wealth is our primary responsibility.

As you move through life's different stages, our plan evolves with your priorities.

We look forward to working with you and appreciate your consideration.
 

General Information

States Willing to do Business in:    Chandler,Fountain Hills,Gilbert,Mesa,Paradise Valley,Phoenix,Scottsdale,Tempe
I work with the following types of clients:    Individual Investors
Number of Years with Current Firm:    1
Name of Custodial Firm:    Charles Schwab and TD Ameritrade
States Licensed in:    Arizona, Texas, California, Utah
Firm CRD#:    291807
CRD#:    4518393
Years of Experience in Financial Services:    20+
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home, Video Conference
Investment Types:    Mutual Funds, Bonds, Stocks, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments
 

Qualifications & Memberships

Non-Financial Organization Memberships:    Boy Scouts of America
Financial Organization Memberships:    East Valley Estate Planning Association
Securities Licenses:    Series 66
Certifications, Accreditations & Designations:    Masters of Business Administration
 

Firm Information

Firm's Number of Managed Clients:    40+
Firm's Number of Planning Clients:    40+
Firm's Number of Clients:    40+
Assets Managed by Advisor:    $40,000,000+
Assets Managed by Firm:    $40,000,000+
 

Compliance

I am an acknowledged fiduciary:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee Only
Minimum Portfolio Size for New Managed Accounts:    100K and up
Compensation Methods:    Based on Assets
 
 
 
 
 
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