Founded in 1982, Weisert Investment Services, Inc. is an independent, fee-only Registered Investment Advisor (RIA) based in Scottsdale, Arizona. The firm is dedicated to providing personalized financial planning and investment management services for individuals, families, and businesses. Their mission focuses on building long-term client relationships through a comprehensive approach to preserving and building wealth, covering areas such as retirement planning, portfolio management, and estate planning. As a fee-only advisor, their compensation comes directly from clients, not from commissions on product sales, which is intended to align their interests with those of their clients.

Founded in

United States