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Featured Business Financial Advisor in Mesa, AZ
Mesa Financial Advisors
Approach Capital Partners
Mesa & Scottsdale, 4320 East Brown Road Ste 112
Mesa, AZ 85205
(480) 993-9733
Advisor Profile
Greg Stott
Name:  Greg Stott
Phone Number:  (480) 993-9733
Website:  Visit Website
Disclosure Link:
https://www.approachcp.com
Disclaimer
Any advice included in Approach Capital Partners website is general advice only and is based solely on consideration of the investment or trading merits of the financial products alone, without taking into account the investment objectives, financial situation or particular needs (i.e. financial circumstances) of any particular person. Before making an investment or trading decision based on this advice the recipient should carefully consider the appropriateness of the advice in light of their financial circumstances and should carefully review PDS of the relevant financial product.

About Approach Capital Partners

We manage our client's wealth through a continuous cycle of
planning, implementation, evaluation and transitioning as
market conditions and personal priorities dictate.

We work with our clients to prioritize investment needs and
build a plan to meet your needs and wants.

Implementation is critical to success. Low cost, tax efficient
strategies are part of our recommendations for success.

On a regular basis, we meet with our clients to confirm their
investments are actually performing as outlined. Preserving
and protecting your wealth is our primary responsibility.

As you move through life's different stages, our plan evolves
with your priorities.

We look forward to working with you and appreciate your
consideration.
 

General Information

CRD#:    4518393
Firm CRD#:    291807
Name of Custodial Firm:    Charles Schwab and TD Ameritrade
States Licensed in:    Arizona, Texas, California, Utah
States Willing to do Business in:    Chandler,Fountain Hills,Gilbert,Mesa,Paradise Valley,Phoenix,Scottsdale,Tempe
Years of Experience in Financial Services:    20+
Number of Years with Current Firm:    1
I work with the following types of clients:    Individual Investors
 

Services

Investment Types:    Mortgages & Real Estate, Stocks, Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Bonds, Mutual Funds
I can meet clients in the following ways:    At my office, At your home, At your office, Via phone, Via email, Video Conference
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Masters of Business Administration
Securities Licenses:    Series 66
Financial Organization Memberships:    East Valley Estate Planning Association
Non-Financial Organization Memberships:    Boy Scouts of America
 

Firm Information

Firm's Number of Clients:    40+
Firm's Number of Planning Clients:    40+
Firm's Number of Managed Clients:    40+
Assets Managed by Firm:    $40,000,000+
Assets Managed by Advisor:    $40,000,000+
 

Compliance

Registered Investment Advisor:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    100K and up
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Greg Stott

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