At WealthTrust-Arizona, we conduct business in a way that is consistent with our core values of integrity, honesty and transparency.
(PRWEB) July 01, 2012
WealthTrust-Arizona, a Scottsdale-based wealth management firm, announced today it received the distinction of being ranked as one of the National Association of Board Certified Advisory Practices’ (NABCAP) Top Financial Advisors in Arizona.
Wealth management firms and financial advisors were invited to voluntarily submit their responses to 75 quantitative multiple choice questions and eight open-response questions. Thousands of financial advisors were evaluated by, Ranking Premier Advisors, an independent third party, by scoring each participant on 20 categories of practice management such as customer service, accountability, risk management and transparency. NABCAP certified practice information by reviewing a firm’s assets under management, fee structure, number of clients and support staff ratios and reviewed each advisor’s compliance and certification records.
“At WealthTrust-Arizona, we conduct business in a way that is consistent with our core values of integrity, honesty and transparency,” explains Paul Ahern, Principal at WealthTrust-Arizona. “Receiving the distinction as one of Arizona’s Top Financial Advisors by NABCAP is a testament to the high ethical standards we set for our financial planners and our dedication to achieving those standards.”
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. NABCAP’s primary mission is to educate and inform the investing public with reliable, unaffiliated, unbiased and completely objective educational resources and information.
Ahern added, “We are proud to be part of NABCAP’s movement toward building a positive perception of our industry and its professional members. We pledge to continue to be a part of that movement by leading by example.”