North Scottsdale Wealth Advisors, LLC

North Scottsdale Wealth Advisors, LLC, established in 2016, is a fiduciary investment adviser dedicated to providing a wide array of investment advisory services to individuals and institutional clients. The firm offers Wrap Comprehensive Portfolio Management services tailored to client needs, with fees not exceeding 1.00%. Regulatory Assets Under Management totaled $59,118,528 as of December 31, 2024. Investment strategies include laddered bond portfolio strategies, cyclical analysis, fundamental analysis, quantitative analysis, qualitative analysis, and technical analysis. The firm focuses on long-term purchases, fixed income portfolio management, equity strategies, ETFs, debt securities, REITs, and preferred stocks. Clients are advised on risks such as market, interest-rate, inflation, currency, reinvestment, liquidity, management, equity, factor, fixed income, ETF, and mutual fund risks. North Scottsdale Wealth Advisors does not charge performance-based fees and maintains a transparent fee structure. The firm does not recommend, buy, or sell securities in which it has a material financial interest without client disclosure. Clients' assets are held by Charles Schwab & Co., Inc., with no client-directed brokerage allowed. The firm does not accept proxy authority to vote client securities. David Alan Kahn, President & CEO, leads the firm with extensive experience in the financial industry. North Scottsdale Wealth Advisors upholds a high standard of ethical conduct and compliance with federal and state securities laws.