Washo Financial | Wealth Management Services

Financial ServicesArizona, United States2-10 Employees

Washo Financial | Wealth Management Services operates in the financial services sector, offering investment strategies and risk management aimed at business owners preparing for retirement. The firm emphasizes comprehensive planning that accounts for tax implications and coordination with professionals such as CFPs and CPAs to provide a fuller financial picture. Based in Scottsdale, Arizona, the company highlights technology-enabled financial planning and access to multiple investment platforms to align with clients' needs. Its typical client profile includes individuals over 55 with a moderate risk tolerance, reflecting a focus on retirement-focused wealth management.

The business positions itself within the wealth management field by integrating tax-aware approaches with risk management considerations, supported by affiliated securities and planning services through a registered investment adviser network. The organization describes its regional reach across Arizona cities in its branding and service footprint, underscoring a local focus within a broader national financial services framework. The company operates with a small professional team and maintains a presence through its website, washofinancial.com, for client engagement and regulatory disclosures.

Sign up for free to view info

Email Format Employee directory