Murray Smith Email

Director Advanced Planning . Ashton Thomas Private Wealth

Current Roles

Employees:
92
Revenue:
$19.3M
About
We are a privately held Registered Investment Advisory firm with the sole mission to advise Foundations, Private Banks, affluent individuals and families in the complex business of protecting and enhancing their wealth. At Ashton Thomas, our people are essential to the success of our clients and organization. It is our culture of teamwork and our commitment to innovation and client service that sets us apart from the rest. Our Investment Philosophy is built from our core values of independence, excellence, integrity and respect. These values are the foundation for everything we do. Independence enables us to evaluate all kinds of investment opinion freely, and to use entirely objective research in formulating our recommendations. Excellence is achieved by attracting high-quality and experienced individuals who are adaptable to change. Integrity is demonstrated through our total dedication to our clients, ensuring that we act in your best interests at all times. Respect is reflected by an investment process that is holistic, transparent and focused on your wealth management objectives, aiming to put your investments and life in harmony.
Ashton Thomas Private Wealth Address
15279 N Scottsdale Road
Scottsdale, AZ
United States
Ashton Thomas Private Wealth Email
Ashton Thomas Private Wealth Phone Numbers
844 590-6081

Past Companies

Ashton Thomas Private WealthSenior Director, Head of Planning & Integration
Ashton Thomas Private WealthDirector of Advanced Planning
KeatsConnelly - Cross Border Wealth ManagementCross-Border Financial Planning Executive

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