David Rosenthal (CFP®, MBA)

David Rosenthal focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Divorce Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

If you are an entrepreneur thinking about selling your business, a corporate executive, a divorcee, or looking to retire soon then my experience will be of benefit to you.

I spent the first five years of my career in New Jersey working exclusively with high level corporate executives

After moving to Arizona I headed up the local wealth management department of a large CPA firm and worked with many business owners and entrepreneurs.

After founding WMS in 2003, I expanded my area of expertise to include divorcees and retirees.

Each type of client I work with has a unique set of circumstances and needs, but the common thread is a piece of mind you will get from having a professional manage your assets, provide financial planning expertise and ultimately maximize your wealth.

Wealth Management is a combination Investment Management + Financial Planning. I will help you maximize your wealth by managing your investments, income tax planning, estate and gift planing, maximizing your company benefits (401(k), restricted stock, stock options, deferred compensation plans), and when income is needed turning your investments into a reliable income stream.

Additional Information

WMS walks clients through a simple, easy to follow financial planning process. The goal is to help clients reach their financial goals by making the right types of decisions.

NAPFA Start Date

March 26, 2004


This Office

8550 E Shea Blvd Ste 130 Scottsdale, AZ 85260-6678 Phone: (480) 609-4334 Fax: (480) 609-4335