top of page

RECENT P

Company Overview
Ardent Wealth Management (AWM) is based in Scottsdale, Arizona.  You are the Chairman of the Board and we act as your personal Chief Financial Officer by providing you with assistance with all areas of Wealth Planning.

PROJECT //  0
PROJECT //  

Financial Planning
            Goal Setting
            Retirement Planning
            College Funding
            Business Planning
            Divorce Financial Analysis and Planning

      Risk Management
                  Insurance Analysis
                  Stock Investment Strategies
                  Retirement Plan Design Assistance
                  Long-term Care Risk Analysis
                  Business Risk Analysis

Estate Planning
            Optimizing Family Gifting
            Charitable Gifting
            Special Needs Trusts
            Family Limited Partnerships
            Revocable and Irrevocable Trust
            Business Succession Planning

 

​

            

Tax Planning
            Retirement Distribution Design
            Roth versus Traditional IRA Distributions
            Retirement Income Planning - seeking to                          minimize taxes

            

bottom of page