Thank You - The Growth of WT Wealth Management

When WT Wealth Management (WTWM) was born in 2013 we had three simple goals:


The journey from just a single employee on day one to our current team of 14 has been incredibly rewarding. The entire WT Wealth Management Team cherishes the friendships that have been cultivated with clients and co-workers.

We grew the WTWM Team by joining with small firms and select individuals that shared our investment mindset, our approach to client service and our belief in open communication and full transparency. For the select few who joined WTWM, we had dozens of other discussions where the fit was not perfect, and we parted friends. In the end, this slow and diligent process has led to the Team that is assembled before you today.

Your WT Wealth Management Team



As our business has grown, we have invested heavily in technology, including: investment research tools, portfolio modeling software, Social Security analysis tools, digital communication and reporting, and cyber-security. All of this is designed to make us better advisors to benefit you, our client.

In my travels to visit clients in 2021, it has become apparent that one area where we could improve our communication is in explaining the totality of the team behind the firm. The investment results generated in a challenging year like 2020 were a result of our entire team – the investment committee working jointly with each individual advisor -- for you, our client.

We have the most engaged, professional and competitive investment committee I have ever been part of. The committee includes myself, as Chief Investment Officer (CIO), one current and one recently retired professor from Northern Arizona University – one of which is a Certified Financial Planner (CFP) and the other a PhD in Finance, a Chartered Financial Analyst (CFA), a Chartered Market Technician (CMT) candidate and our Trading Specialist. This talented group brings together varied experience, unique skillsets, as well as different ideas, biases and opinions to every discussion as we examine the many facets of investing on our bimonthly committee calls.

Investment Committee Team





Just last month we crossed a special milestone, reaching the $300 million mark in client assets under-management. That makes us one of the 30 largest registered investment advisors (RIAs) in Arizona. As we continue to grow towards $500 million and beyond, we remain committed to our daily focus on the close personal connections our advisors have with each client in the WT Wealth Management family. After all, that is what helped us get to where we are in the first place.

None of this could have been possible without you, the people we serve every day. Every time you provide a referral, we are truly flattered. While we are the first to admit that not every decision we make is perfect, our business is less about perfection and more about providing trustworthy service, fiduciary care (i.e., looking out for your best interests), communication as a priority, transparency about your returns and management fees, and delivering measurable results.

Thank You!


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.

View Disclosure
WT Wealth Management is an SEC registered investment adviser, with in excess of $100 million in assets under management (AUM) with offices in Flagstaff, Scottsdale, Sedona and Tucson, AZ along with Jackson Hole, 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, each investor may own individual Exchange Traded Funds (ETFs), individual equities or 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 the 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 (FDIC) or any other government agency. Any opinions expressed are the opinions of WT Wealth Management and its associates only. Information offered 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 typically 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 website 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. A copy of WT Wealth Management's current written disclosure statement discussing WT Wealth Management's registrations, 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 and all users thereof should be guided accordingly.

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