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Wealth Trust of Arizona

Keith DeGreen

I Recommend WealthTrust AZ to Affluent Arizona Investors

By Keith DeGreen, J.D., CFP®

On November 13, 2006 WealthTrust Arizona acquired substantially all the assets of DeGreen Wealth Management — our premiere fee-based financial advisor for affluent investors.

My colleagues and I built DeGreen Wealth Management over a ten-year period. Some would say that our most valuable asset was all the money we managed — about $640M. But those of us who started and built the firm know the real value at what is now WealthTrust AZ: The outstanding professionals there, and the wonderful long-term relationships they share with their clients.

And WealthTrust Arizona is a wonderful organization. All of our old advisors are still there, for example, and the new management has infused new energy and ideas worthy of a growing high-end firm. And there is an independent estate planning law firm on premises available to assist with those particularly complex estate-planning issues. Their financial planning and client service skills of these fee-based advisors and their staff are outstanding. Isn’t that what you deserve? So how highly do I think of WealthTrust Arizona? I’m a client!

That’s right. After giving financial advice for decades I still rely on the professionals at WealthTrust to help me make the right financial decisions every day. That should say it all!

If your portfolio exceeds $500,000 AND IF you are an Arizona resident, or maintain a second residence there, then I strongly encourage you to contact Wealth Trust AZ through our Free Consultation Service Hotline. Click here for more information on the entire Consultation Program.

It is very simple: You may request your appointment online. Just click here to complete the Financial Consultation Request Form. Based on your zip code and size of portfolio we will know whether to automatically to connect you with WealthTrust Arizona.

Or you may call our Consultation Service 24/7 Line: 1-800-958-PRO1 — that’s 1-900-958-7761 — (24/7 — anytime) and let the operator know your portfolio exceeds $500,000. You will NOT be asked to disclose your address at that time — just a zip code, and email address, and a phone contact. We ONLY use this information to get you to the correct advisor.

And if we have any questions, one of our very nice assistants will call for clarification.

Your first WealthTrust AZ meeting, as with all our Consultation Service first-timer-meetings, will be absolutely without cost or obligation. And they have clients all over Arizona.

I’ve been giving financial advice for 30 years. There’s some folks who think I’m pretty good at it. So if I’m using WealthTrust Arizona as my advisor, should you?

So Call 1-800-958-PRO1 or 1-800-958-7761, or click here to complete the Financial Consultation Request Form.

So act today! You will be very glad you did.

–Keith

DISCLOSURES

PLEASE NOTE THAT KEITH DEGREEN, KEITH DEGREEN PRODUCTIONS INC., ANY OF HIS CONTROLLED ENTITIES, OR ANY RELATED PERSON, DOES NOT PARTICIPATE IN THE FINANCIAL OUTCOME OF BUSINESS YOU MAY DO WITH ANY MEMBER OF THE REFERRAL PROGRAM. ALL PARTICIPATING REFERRAL PROGRAM ADVISORS PAY A FEE TO PARTICIPATE IN THE REFERRAL PROGRAM. THE FEE THEY PAY IS NOT CONNECTED IN ANY WAY WITH WHETHER OR NOT YOU DO BUSINESS WITH THE ADVISOR, AND YOU ARE UNDER NO OBLIGATION TO DO BUSINESS WITH THEM.


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