Ryan Stuart, CFA
Business Director
CFA Institute Standards
"WE BELIEVE in knowing our clients - our clients' interests are best served with a deep understanding of each individual's circumstances, objectives and goals."
Professional Profile
CFA Charterholder and member of the Phoenix CFA Society

Former Director – Four Peaks Wealth Management and Four Peaks Wealth & Accounting

5+ years of “Big Four Accounting” experience in business valuation and transfer pricing – KPMG

BA with a Certificate in Quantitative Finance from University of Colorado, Boulder
More about Ryan
Ryan and his wife were married at the Flagstaff courthouse in 2016.

They have two dogs (Torrey and Tasman) and a rescue cat (Howie)

The newest addition to the family, Riley Ray, was born May 2018

Ryan enjoys the endless outdoors activities Flagstaff has to offer including running, biking, hiking, climbing, hunting, fishing, skiing, and ice hockey.

During monsoon season, Ryan can be found playing music including bass, acoustic guitar, banjo and mandolin.
Full Profile
Ryan Stuart joined WT Wealth Management (WTWM) in January 2018 through WTWM's acquisition of Four Peaks Wealth Management, where Ryan was a Director and Partner. As Business Director of WTWM, Ryan oversees the trading and day-to-day management and operations of the Flagstaff office.

Ryan's passion for investing and the financial markets led him to pursue his Bachelor's Degree in Business Administration and a certificate in Quantitative Finance from the University of Colorado at Boulder. Ryan is also a CFA® Charterholder.

After graduating, Ryan joined KPMG in Denver as an Associate in the Economic & Valuation Services group where he assisted clients with business enterprise valuations, purchase price allocations, goodwill impairment analyses, transactional due diligence and transfer pricing. In 2014, Ryan relocated to Sydney, Australia to work as a Manager of KPMG's Global Transfer Pricing Services team where he assisted multinational clients with transfer pricing planning, compliance and interactions with tax authorities.

In 2016, Ryan moved back to the U.S. (Flagstaff) where he worked with Four Peaks Wealth Management in variety of roles including research analyst, trader, Director of Private Equity Investments, and Director of Four Peaks Wealth & Accounting in Sedona.

Ryan enjoys the endless outdoor adventure opportunities Flagstaff has to offer year-round. Ryan is an avid trail runner, hiker, mountain/road biker, climber, hunter and fisherman. Ryan has summitted 35 of the 54 14,000 foot peaks in Colorado. In the winter Ryan can be found at the Snowbowl and surrounding backcountry skiing, snowboarding and telemarking or at the ice rink with his adult hockey team. During monsoon season, Ryan enjoys playing music including bass, acoustic guitar, banjo and mandolin. Ryan and his wife have two dogs (Torrey and Tasman) and a rescue cat (Howie). As of May 2018, they are happy to announce the new addition to the family, Riley Ray and cannot wait to raise him in this great community!
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 and Sedona, 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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