Scottsdale Wealth Management


15333 North Pima Road, Suite 305, Scottsdale, AZ 85260

(800) 231-7414


Launched in 1984 and providing customized financial planning and investment solutions ever since, Kayne Anderson Rudnick’s wealth management team’s  commitment to high-quality investments that has remained at the core of our approach since our firm was first founded by Richard Kayne, John Anderson, and Allan Rudnick. When one considers our portfolio history and our 97% client retention rate, it should be no surprise that we’ve consistently been ranked among the best wealth management firms by Barron’s Magazine.

 

In the KAR Scottsdale wealth management team, you’ll find a partner you can trust to achieve your goals, giving you the peace of mind you need to enjoy what matters most: living a happy, meaningful, healthy life with those you love.

 

Our wealth management services include:

Contact our Scottsdale wealth management office to meet with a KAR wealth manager. Our process involves a holistic, comprehensive examination of your particular financial situation and your specific goals. We’ll help you lay a strong foundation for your and your family’s future with a plan that is tailored to you.

 

Let’s get started.

15333 North Pima Road, Suite 305, Scottsdale, AZ 85260

(800) 231-7414

Our Scottsdale Wealth Management Team

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
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

Ready to schedule a consultation? Let us know the best way to reach you and a wealth advisor will be in touch.