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Office: 14985 West Bell Road, Suite 125
Surprise, Arizona 85374

 
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The Wealth Store

The Wealth Store is an independently owned financial consulting firm with more than 12 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. Whether you are just starting to save for your future, or are a seasoned investor, The Wealth Store has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. 

We are dedicated to providing investment management and strategic wealth planning. Simply put, our goal is to function as our client’s trusted financial advisor. As a financial services firm, our primary focus is to provide unbiased opinions that are designed to pursue long term investment results.

Helpful Content

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Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

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And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Caring for Aging Parents

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New Trends Redefine Travel

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Buying Auto Insurance For Teen Drivers

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A four-step framework for building a personal legacy.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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