Ashton Thomas Private Wealth, a registered investment advisory firm in Scottsdale, AZ, is pleased to announce that tax and retirement specialist, Marti Bryant, has joined the firm. As a tax advisor, Marti focuses on educating her clients and creating tax efficient plans that maximize their retirement savings and income. Marti is also a Certified Divorce Financial Analyst (CDFA®) and works with attorneys in their efforts to create fair and equitable settlements during divorce.
Serving as a Wealth Advisor, Marti understands that all the elements of a successful plan need to work together. “There are many intricate details when money, life insurance, securities, and retirement accounts are involved. If you don’t have the correct information on how to transfer wealth, there is potential for financial disaster,” she says.
Ashton Thomas founder and CEO, Aaron Brodt says “Marti’s broad area of expertise adds another unique dimension to the services available to our clients.”
About Ashton Thomas
Ashton Thomas Private Wealth, LLC is a privately held Registered Investment Advisory firm in Scottsdale, Arizona with the sole mission to advise Foundations, Private Banks, affluent individuals and families in the complex business of protecting and enhancing their wealth.
ADDRESS: 15279 N Scottsdale Road, 2nd Floor, Suite 215, 85254