We Have Listed The Top 10 Financial Advisors In Las Vegas To Help You Choose The Best Professional For Your Needs.
Address: 9484 W Flamingo Rd #205 Las Vegas, NV 89147
Phone: 702-987-1607
Website: https://redrockwealth.com/
Redrock Wealth Management was founded by Greg Phelps, CFP®, AIF®, CLU®, AAMS® in 2005 as one of Las Vegas’ first fee-only fiduciary financial advisors. Prior to Redrock, he spent 10 years in the financial industry with Goldman Sachs, Morgan Stanley, and the 5th largest multi-national accounting firm, RSM McGladrey. During his early years working for major investment and accounting firms, Greg became increasingly disenchanted with the industry’s apathy towards client needs. He knew there was a better, more “client-centric” approach to helping people reach their life goals which take both money and planning to achieve. In 2005, Greg blazed a trail on his own by founding Redrock Wealth Management. Today, Redrock manages over 200 million for roughly 160 private clients. Choosing the right financial advisor is one of the most important decisions you’ll make. While there are plenty of advisors to choose from, very few are truly comprehensive, fee-only, credentialed, experienced, and skilled in the art of helping you achieve financial success as YOU define it. Greg realized this, and so he founded Redrock on some basic principles. These principles are still the foundation of everything we are, and everything we do. Unbiased Financial Advice We never accept commissions or hidden compensation. We provide clients fully disclosed and purely fee-only financial advice and investment management services. As such, our ONLY compensation comes directly from our clients – NOT financial products. Investment Agnostic We have access to nearly every investment product, service, and tool necessary to help our clients achieve their financial dreams. Since our clients compensate us directly, we don’t care which products we use, provided our clients reap the maximum benefits. Fiduciary Approach Our clients expect – and deserve – the highest standard of care with every interaction. That standard is a fiduciary standard! We always have – and always will – fulfill our fiduciary responsibility with honor and integrity. Independence As independent financial advisors in Las Vegas, the big insurance or investment firms can’t tell us what’s right for our clients. We’ll decide what’s most appropriate for you together because we work for you, not Wall Street!
Address: 1368 Paseo Verde Parkway Suite 100 Henderson, NV 89012
Phone: 702-878-4742
Website: https://www.cornerstonevegas.com/
At Cornerstone Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns. We’re here to help you feel confident in your financial future. If you’re ready to seek “Your Best”, fill out the form to the right to request your no obligation complimentary review. After a tumultuous 2021, filing your taxes this year could be complicated. Maybe you stopped working, realized investment gains, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact whether your taxes will increase and whether you need to rethink your tax strategy. One of the most common financial concerns for those preparing for retirement is if they will have enough money to last them the rest of their lives. If you’re at or near retirement, you may find one of our financial workshops helpful in addressing these concerns so that you can feel more confident in your retirement plan. Click the button below to view out upcoming retirement events!
Address: 10000 W Charleston Blvd Suite 280, Las Vegas, NV 89135, United States
Phone: 702-871-8510
Website: https://iccnv.com/
The Investment Counsel Company is an innovative advisory firm that combines investment consulting, business acumen, professional networking, and even career guidance. Randy Garcia founded ICC in 1987 with a mission to provide clients the independent, unbiased, transparent service they deserve. ICC is an industry pioneer in delivering visionary, strategic, effective solutions for a wide range of clients. ICC was the first wealth management firm in Nevada to introduce the fiduciary standard in serving clients. Our comprehensive approach, built on decades of experience and expertise, goes far beyond standard investment guidance. ICC is honored and respected nationally. Our excellence has been recognized by Forbes and Wall Street, who have ranked ICC the #1 Wealth Management Firm in Nevada year after year.* Today, we remain a Las Vegas-based, privately held firm committed to sustaining long-term relationships and generating long-term results. OUR FEES ARE STRUCTURED TO ALIGN OUR INTERESTS WITH YOURS As a fee-only financial advisor, we do well when you do well.
Address: 6145 S Rainbow Blvd #105, Las Vegas, NV 89118
Phone: 702-724-0550
Website: https://linkfinancialadvisory.com/#
As premiere independent financial advisors in Las Vegas and Missoula, we provide a wide range of customized financial strategies and are especially experienced meeting the needs of high-income earners. We focus our time navigating all of our clients through their individualized personal needs offering unbiased and tailored advice. Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Link Financial Advisory and Securities America are separate entities. Trading instructions sent via e-mail may not be honored. Please contact my office at 702-724-0550 or Securities America at 800-747-6111 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from custodian(s) of your assets. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who received this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.
Address: 8845 West Flamingo Rd, Suite 110 Las Vegas, NV 89147
Phone: 702-448-7474
Website: https://skyoak.com/
SkyOak, in Las Vegas, is about helping people manage their assets so they can make a difference and touch other people’s lives. We are independent, employee-owned, and unaffiliated with any parent company. Further, our CERTIFIED FINANCIAL PLANNER™ (CFP®) and financial advisors help provide consultative investment and wealth management services for high net worth individuals and their families in addition to a retirement plan and institutional consulting. SkyOak is a woman-owned, independent registered investment advisor or RIA. The firm is founded and led by Jennifer A. Davis, a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 30 years of experience within the wealth management industry. SkyOak is broken into several divisions. Each division is run by a specialist who focuses solely on their area of expertise, but all divisions, as well as our licensed financial advisors and support staff, work as a team to provide you with a customized financial plan and solutions to achieve your goals. As a Registered Investment Advisory firm, we are bound to serve as fiduciaries for our clients. Further, your interest must come first. Our independence and adherence to the fiduciary standard allow us to provide unbiased, investment advice. Our primary focus is about protecting your assets by mitigating risk while providing returns to allow you to retire comfortably and pursue your passions. We listen, we consult, we care.
Address: 8906 Spanish Ridge Avenue, Suite 110 Las Vegas, NV 89148
Phone: 702-978-6910
WestPac Wealth Partners is a privately-held wealth management firm, founded with the intent to assist our clients in every aspect of their financial lives. Our focus centers on our clients' vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, we envision and enhance our clients' goals by designing a customized strategy and creating a life map to achieve and protect their wealth. Recognized across the nation as one of the best workplaces, we strive to translate our incredible culture into top-notch service for our clients. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence. Changing the community and the world for the better starts from within. WestPac Wealth Partners has focused on its people since the beginning by hiring quality associates and treating them right. When team members are taken care of, they can give 100% of their attention to their clients. Today the company’s regard for culture, benefits, and community is getting recognized by the world.
Address: 8876 Spanish Ridge Ave, Suite #202 Las Vegas, NV 89148
Phone: 702-309-9970
Website: https://aristawealth.com/
Arista Wealth was founded based upon one underlying principle: serving clients according to their specific, individual needs and goals. Their founder left his Wall Street job in 2006 so he could do just that and has based Arista Wealth on the principle of doing all you can for those they serve. Arista Wealth has assembled a highly competent team of individuals who work together to deliver to clients an exceptional financial planning experience. They care very deeply about those that they serve and it shows in their attention to detail and their passion for helping clients achieve their financial goals and objectives. As a fee-based investment advisory firm, Arista Wealth acts as a fiduciary to each and every client. This means that they offer unbiased investment advice and their duty of loyalty is always to their clients and never to Wall Street or any financial product. This provides peace of mind and comfort to clients knowing they act and serve them according to their individual needs, goals and expectations.
Address: 10091 Park Run Drive, Suite 110 Las Vegas, NV 89145
Phone: 702-838-9999
Website: https://www.summitportfolio.com/
Summit Portfolio Management is an independent financial advisory firm located in Las Vegas, Nevada that provides financial advice based on Nobel Prize winning research. We are a fee-only wealth management consulting firm that represents the interests of high net worth individuals, fiduciaries of qualified plans and trusts. Our advisory service differs significantly from most financial services firms. As a fiduciary we are legally bound to provide objective advice and a broader range of financial options without the conflicts of interest commonly associated with investment product purveyors or traditional investment advisory firms. The most important investment decision you can make is who to trust to best invest and manage your life savings. In order to understand the importance of this question, investors must understand the significant difference between traditional stock brokers and Registered Investment Advisors, (RIAs). By law, RIAs have a fiduciary obligation to act in the best interest of their client and provide full documented disclosure of any potential conflicts of interest. The stock broker has no legal obligation to ensure the customer’s best interest. According to the S.E.C., 99% of all investors’ complaints are made against commissioned brokers, versus only 1% of RIAs. The compensation source is key to who you should trust with your money. Registered Investment Advisors that are compensated solely by fee for services eliminates the sales or trading incentives conflicts.
Address: 6910 S Cimarron Rd. Ste #210 Las Vegas, NV 89113
Phone: 702-405-0415
Website: https://www.diamondwm.com/
At Diamond Wealth Management, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years. The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved. Financial Planning Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Investment Management Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals. Retirement Planning We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process. Tax Planning Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future. Estate Planning Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed. Private Client Highly complex needs can require sophisticated solutions. Private Client members get the one-on-one support they need.
Address: 400 S Rampart Blvd Las Vegas, NV 89145
Phone: 702-341-2000
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.