Witnauer Sloan & Associates / Financial Advisor in Scottsdale, Arizona

At Witnauer Sloan & Associates, LLC, we work as partners with our clients to help them navigate the three critical stages of wealth:

1) the accumulation of capital for retirement,
2) the management of this capital to ensure it will last a lifetime, and
3) the tax–efficient transfer of remaining wealth to beneficiaries.

The mission of our firm is to provide intelligent, informed, independent, and reasonably priced investment, retirement and estate planning advice.

Specialties

401K Consulting 403B Plans Asset Protection Certified Financial Planner CFP ® College Planning Comprehensive Financial Planning Corporate Bonds Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Income Tax Planning Independent Investment Advisor Investment Consulting Investment Services IRA Job Transition Coaching Legacy Planning Mutual Funds Professional Wealth Management Retirement Distribution Plan Retirement Planning Special Needs Planning Stocks Wealth Management Women's Issues Young Investors
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