Scottsdale

Wealth Management in Scottsdale

Parallel Advisors' Scottsdale office provides comprehensive wealth management and family office services to clients throughout the Phoenix metropolitan area and Arizona. As an SEC-registered fiduciary financial advisor, we are committed to acting in your best interests while helping you work toward your financial goals.

Our Scottsdale team specializes in serving retirees, business owners and families seeking sophisticated wealth management solutions. We understand the unique considerations of Arizona residents, including retirement income planning, tax-efficient strategies, and estate planning in a favorable tax environment.

Family Office Services in Arizona

Parallel Advisors provides comprehensive family office services in Scottsdale and throughout Arizona. Our family office solutions address the needs of high-net-worth families, including consolidated financial reporting, bill pay and cash management, multi-generational wealth planning and coordination with your existing advisors.