As we head into the most joyful of seasons, we want to express our heartfelt thanks for your continued trust. In observance of Christmas, our office will be closed on Wednesday, December 25th. Please note that our office will reopen on Thursday, December 26th, ready to assist you! We appreciate your understanding and wish you a very merry Christmas!
Ashton Thomas Private Wealth
Financial Services
Scottsdale, Arizona 2,483 followers
At Ashton Thomas, our mission is to provide you with clarity about your finances.
About us
Ashton Thomas Private Wealth is a diversified financial advisory firm committed to a culture of excellence, integrity, and respect in every aspect of its business. Its advisors serve foundations, business entities, and affluent individuals and families through fee-based financial planning and investment portfolio management, retirement plan consulting, and related financial education programs. The firm also strives to remain at the forefront of technological innovation and thought leadership within the financial services industry. The firm is headquartered in Scottsdale, Arizona. Ashton Thomas Private Wealth, LLC Social Media Disclosures: https://ashtonthomaspw.com/social-media-disclosures/
- Website
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http://www.ashtonthomaspw.com
External link for Ashton Thomas Private Wealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Scottsdale, Arizona
- Type
- Privately Held
- Specialties
- Registered Investment Advisor, Wealth Management, Financial Planning, Financial Advisor, Estate Planning, Trusts, Foundations, High Net Worth, Portfolio Management, Investments, and Retirement Planning
Locations
Employees at Ashton Thomas Private Wealth
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Cary Carbonaro, CFP® Professional, MBA
Award Winning Financial Advisor, Women and Wealth Expert, CFP Board Ambassador, 6x Investopedia Top 100 Advisor, Author, Speaker & Female Advocate
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Daniel Meier, AWMA
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Sharon Davidson
Seasoned financial services professional, recently relocated to central Iowa, seeking full-time employment opportunities.
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William Cerynik
Seasoned Wealth Management, Marketing, and Communications Professional
Updates
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Will we see you there later this week? We're so excited to join all the ALM/ThinkAdvisor Luminaries Awards nominees in Las Vegas on Wednesday! It's such an honor to be recognized among all the visionary firms and individuals who are redefining excellence in the financial services industry. We'll see you in Vegas! https://zurl.co/OAFq2
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Navigating finances after the loss of a spouse is usually the last thing on clients' minds. In E-Money’s book, our very own Cary Carbonaro, CFP® Professional, MBA discusses how to guide clients with compassion after such a loss, and through the process of re-partnering. Read more on how you can support your clients here: https://zurl.co/7aIg *Ashton Thomas Private Wealth, LLC and its affiliates are not affiliated with eMoney or any of their affiliates.
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Gratitude is the heart's best harvest. Wishing you and your loved ones a joyous and thankful Thanksgiving filled with warmth, cherished moments, and the spirit of togetherness. In observance of the holiday, our office will be closed Thursday, November 28. #HappyThanksgiving
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The ALM/ThinkAdvisor Luminaries Awards for 2024 are coming up soon! And as a finalist, we can't help but get excited for December's event. The ThinkAdvisor Luminaries Awards celebrate the trailblazers who are redefining excellence in the financial services industry. We are so honored to be recognized among so many visionary firms and individuals driving innovation and making a transformative impact on both the industry and the profession. We'll see you all soon! https://zurl.co/PIsD
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As we prepare to celebrate the season of gratitude, we want to express our heartfelt thanks for your continued trust. In observance of Thanksgiving, our office will be closed on Thursday, November 28th. Please note that our office will reopen on Friday, November 29th, ready to assist you with full bellies and happy hearts! We appreciate your understanding and wish you a wonderful Thanksgiving!
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We’re looking at where, when, and how private placements could serve a meaningful role in client portfolios. Moderated by Arax CIO, Sumit Handa, this panel featured alternative investment managers and solution providers offering key insights on unlocking alternative investment opportunities. #ATPWElevate2024
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Ashton Thomas is building a culture of compliance! In this session, regulatory leaders took to the stage to share critical insights from the SEC, FINRA, and other regulatory bodies to help advisors stay in front of what’s coming and gain insight into what’s needed to keep their practice aligned with governance standards. #ATPWElevate2024
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What better way to close out a full day of Elevate than with some ‘20s flair? We’re setting up for our signature Casino Night complete with a live jazz band, gaming tables, period libations, and more in the Biltmore – which happens to have been a hotspot for the prohibition-era who’s who. It’s sure to be the bee's knees! #ATPWElevate2024
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Amplify is in the building! In this panel, our technology platform’s key decision makers are taking a deep dive into how tech is changing the client relationship experience and revolutionizing practice management. #ATPWElevate2024