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WHAT WE DO

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.

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

            

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