Scottsdale Wealth Management

Name: Kayne Anderson Rudnick
Address: 15333 North Pima Road Suite 305, Scottsdale, AZ, 85260, US
Telephone: (800) 231-7414

15333 North Pima Road, Suite 305, Scottsdale, AZ 85260 | (800) 231-7414

Kayne Anderson Rudnick’s Scottsdale wealth management team has been providing wealth management solutions since 1984. When John Anderson, Richard Kayne, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments that has remained at the core of our approach. The firm has been ranked in the top 10 on Barron’s Top 100 Independent Advisors list for the ninth consecutive year, including a #1 ranking for four years from 2017-2020. Our Wealth Management group has a 96% client retention rate*, which we believe reflects our unwavering commitment to helping our clients achieve their financial goals.

Our office is conveniently located on North Pima Road, just east of Arizona State Route 101, and offers financial planning to Scottdale and the surrounding area.With KAR’s Scottsdale wealth management team, we believe you’ll have a partner you can trust to help you navigate your financial future.

Our wealth management services are comprehensive, including:

Contact our Scottsdale wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs.

Let’s get started.

Our staff at Scottsdale Wealth Management

Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Industry Experience Start Date: 2003

KAR Start Date: 2016

Education: B.A., Technical Sales, Weber State University (graduated magna cum laude)

M.B.A., Cornell University, Johnson School of Management

Credentials: CFA (Chartered Financial Analyst designation), CFP® (Certified Financial Planner)

Prior to Joining KAR:
Sam was a Vice President, Private Banker for Citi Private Bank and a Vice President, Private Client Advisor for JPMorgan.

When Not in the Office:
Sam lives in Salt Lake City, Utah with his wife, Amy and their five children. Together, they enjoy spending time in the mountains and taking trips to the family cabin. Sam enjoys a variety of sports and he is a regular participant in local and regional squash tournaments.

What Do You Enjoy Most About Working at KARWA?
I love connecting with my clients on a personal level and being in touch with them frequently as they make important decisions for themselves and their families. I enjoy working with my colleagues at KAR and I have a firm belief that we are all trying to do what is best for our clients.

How Does KARWA Approach Wealth Management Differently?
KAR is different from many other wealth management firms in that we have the flexibility to build a customized portfolio for each and every one of our clients. I believe that this leads to better outcomes in the long run and a higher level of client satisfaction. I want my clients to feel like I know them as individuals and that I am not just trying to fit them into a pre-determined “bucket” or allocation.

What Do You Hope to Achieve For Your Clients?
First and foremost, I hope to earn my clients’ trust over time by demonstrating that I care about their personal and financial well-being above all. I want my clients to feel like they understand the value that we provide at KAR and that I listen to them and their individual wants and needs. I want my clients to feel confident that they are on the right path to achieve their most important financial objectives and to protect their hard-earned wealth.

I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee

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DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.