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