We manage our client's wealth through a continuous cycle of planning, implementation, evaluation
and transitioning as market conditions and personal priorities dictate.
We work with our clients to prioritize investment needs and build a plan to meet your needs and
wants.
Implementation is critical to success. Low cost, tax efficient strategies are part of our
recommendations for success.
On a regular basis, we meet with our clients to confirm their investments are actually performing
as outlined. Preserving and protecting your wealth is our primary responsibility.
As you move through life's different stages, our plan evolves with your priorities.
We look forward to working with you and appreciate your consideration.
General Information |
| Firm Start Year: | 2018 | |
| No.of Employees: | 2-4 | |
| Name of Custodial Firm: | Charles Schwab and TD Ameritrade |
| States Licensed in: | Arizona, Texas, California, Utah |
| Number of Years with Current Firm: | 1 |
| I work with the following types of clients: | Individual Investors |
Services |
| Investment Types: | Mortgages & Real Estate, Stocks, Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Commodities, Alternative Investments |
| I can meet clients in the following ways: | At your office, Via email, Via phone, At my office, At your home, Video Conference |
Qualifications & Memberships |
| Financial Organization Memberships: | East Valley Estate Planning Association |
| Non-Financial Organization Memberships: | Boy Scouts of America |
Firm Information |
| Firm's Number of Clients: | 40+ |
| Firm's Number of Planning Clients: | 40+ |
| Firm's Number of Managed Clients: | 40+ |
| Assets Managed by Firm: | $40,000,000+ |
| Assets Managed by Advisor: | $40,000,000+ |
Compliance |
| Registered Investment Advisor: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee Only |
| Minimum Portfolio Size for New Managed Accounts: | 100K and up |
| Compensation Methods: | Based on Assets |
| Organization: | Pro Players Tour Provo, Utah |
| Position : | Board Member |
| Duration : | 1/20/2014-Currently holding |
| Masters of Business Administration - Finance |
University of Minnesota - Minneapolis, MN
9/1/1994- 6/1/1996 |
| Bachelor of Science |
Brigham Young University - Provo, Utah
9/1/1988-6/1/1996 |
Any advice included in Approach Capital Partners website is general advice only and is based solely on consideration of the investment or trading merits of the financial products alone, without taking into account the investment objectives, financial situation or particular needs (i.e. financial circumstances) of any particular person. Before making an investment or trading decision based on this advice the recipient should carefully consider the appropriateness of the advice in light of their financial circumstances and should carefully review PDS of the relevant financial product.
I'm Greg Stott, founder of Approach Capital. I appreciate Wiseradvisor and the forum we have to share ideas and philosophies. Approach Capital is founded on the principals of mountain climbing. Every investor, like a climber, needs a guide to help set the course, navigate the pitfalls and work together to reach your financial summit. As a fiduciary, I take responsibility to act in your best interest.
Where do we start, let's understand your history and the plans you have already set in place and build some assumptions around what the future has to offer. We begin with the following analysis:
1. A lifestyle analysis, understanding your balance sheet and your cash flow needs/wants helps provide some insight as to your investment objectives
2. An investment review and portfolio design analysis
3. A cost benefit analysis of what you are paying now as opposed to what you would be paying for guidance
4. A transition and implementation plan
I started Approach Capital because I believe the individual investor does not receive unbiased advice in large investment firms (private or public). There are no hidden costs or agendas to working with Approach Capital and I look forward to the opportunity to demonstrate how we can add value to your investments and lifestyle.
Financial Planning for Individuals |
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We believe wealth management begins with constructive and realistic planning. Understanding your individual needs and your legacy wishes drives the investment process. |
Portfolio Management |
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Wealth management is more than just diversifying a portfolio with many different kids of mutual funds. Portfolio management is about understanding different markets, blending market based securities with real assets, income instruments and private equity. Every client has unique needs and you portfolio should reflect your unique circumstance. |
| Chandler | Fountain Hills |
| Gilbert | Mesa |
| Paradise Valley | Phoenix |
| Scottsdale | Tempe |