DeGreen Private Wealth LLC Launches as Independent Financial Advisor in Scottsdale
Sam DeGreen, Founder and CEO ● Photo Credit: DeGreen Private Wealth
SCOTTSDALE, Ariz., August 2, 2024 (VSNewsNetwork.com) - DeGreen Private Wealth LLC (DPW), an investment management and financial planning firm, has officially opened in Scottsdale. The firm, founded by Sam DeGreen, emphasizes a client-centered approach by providing personalized financial advice and investment strategies tailored to individual needs.
The company specializes in using low-cost, highly diversified, tax-efficient, index-tracking exchange-traded funds (ETFs) to help clients achieve their long-term financial goals. DeGreen Private Wealth prides itself on its independence as a fee-only fiduciary, meaning the firm is obligated to act in the best interest of its clients without the influence of commissions.
DPW's approach is rooted in a family tradition of wealth management spanning 30 years. The firm partners with industry leader Charles Schwab for the custody of clients' funds, ensuring a secure and trusted financial environment.
In addition to his work at the firm, Sam DeGreen continues to host the weekly radio show "Freedom Through Finance," which airs on Saturdays from 6 p.m. to 7 p.m. MST on News Talk 550 KFYI.
For more information, visit www.DeGreenPrivateWealth.com.
Source: DeGreen Private Wealth via Newswire
