• WE BELIEVE that every investor, large or small, deserves unbiased, uninfluenced, professional asset management.

    Let’s Get Started
  • WE BELIEVE that limiting a portfolio’s downside is as important as maximizing its upside.

    Let’s Get Started
  • WE BELIEVE asset allocation strategies should be established to meet the individual needs of each investor based on their time horizon, risk tolerance and retirement goals.

    Let’s Get Started
  • WE BELIEVE that investment returns should be delivered in a low cost, low turnover, tax efficient environment.

    Let’s Get Started
  • WE BELIEVE in transparency and that you have the right to ask questions, challenge our beliefs and receive forthright responses in those engagements.

    Let’s Get Started

Subscribe to our Newsletter

©2018  WT Wealth Management. All rights reserved.


WARRANTIES & DISCLAIMERS

There are no warranties implied.
Any opinions expressed on this website are the opinions of WT Wealth Management and its associates only. Material listed on this website is neither an offer to buy or sell securities nor should it be interpreted as personal financial advice. You should always seek out the advice of a qualified investment professional before deciding to invest. Investing in stocks, bonds, mutual funds and ETF’s carry certain specific risks and part or all of your account value can be lost.

At WT Wealth Management we strongly suggest having a personal financial plan in place before making any investment decisions including understanding your personal risk tolerance and having clearly outlined investment objectives.

Disclosure

WT Wealth is an SEC registered investment adviser, with in excess of $100 million in assets under management (AUM) with offices in Scottsdale, Flagstaff and Sedona, AZ, along with Jackson, WY and Las Vegas, NV. WT Wealth Management is a manager of Separately Managed Accounts (SMAs). With SMAs, performance can vary widely from investor to investor as each portfolio is individually constructed and managed. Asset allocation weightings are determined based on a wide array of economic and market conditions the day the funds are invested. In an SMA you may own individual Exchange Traded Funds (ETFs), individual equities, and mutual funds. As the manager, we have the freedom and flexibility to tailor the portfolio to address an individual investor’s personal risk tolerance and investment objectives – thus making that account "separate" and distinct from all others we manage. An investment with WT Wealth Management is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Any opinions expressed are the opinions of WT Wealth Management and its associates only. Information offered within these white papers is neither an offer to buy or sell securities nor should it be interpreted as personal financial advice. Always seek out the advice of a qualified investment professional before deciding to invest. Investing in stocks, bonds, mutual funds and ETFs carries certain specific risks and part or all of an account’s value can be lost. In addition to the normal risks associated with investing, narrowly focused investments, investments in smaller companies, sector and/or thematic ETFs and investments in single countries typically exhibit higher volatility. International, Emerging Market and Frontier Market ETFs, mutual funds and individual securities may involve risk of capital loss from unfavorable fluctuations in currency values, from differences in generally accepted accounting principles or from economic or political instability that other nations experience. Individual bonds, bond mutual funds, and bond ETFs will decrease in value as interest rates rise. A portion of a municipal bond fund's income may be subject to federal or state income taxes or the alternative minimum tax. Capital gains (short- and long-term), if any, are subject to capital gains tax. Diversification and asset allocation may not protect against market risk or investment losses. At WT Wealth Management, we strongly suggest having a personal financial plan in place before making any investment decisions, including understanding personal risk tolerance, having clearly outlined investment objectives, and a clearly defined investment time horizon. WT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. WT Wealth Management’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WT Wealth Management's website should not be construed by any consumer and/or prospective client as WT Wealth Management's solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by WT Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WT Wealth Management, please contact the state securities regulators for those states in which WT Wealth Management maintains a registration filing. A copy of WT Wealth Management's current written disclosure statement discussing WT Wealth Management's business operations, services, and fees is available at the SEC's investment adviser public information website (www.adviserinfo.sec.gov) or from WT Wealth Management directly. WT Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WT Wealth Management's web site or incorporated therein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.