WT Wealth Management Overview

General Information

WT Wealth Management is a multi-family office headquartered in Scottsdale. The firm provides comprehensive investment management and advisory services to high-net-worth families, focusing on portfolio construction, risk management, and tax-efficient strategies. WT Wealth Management works closely with clients to address succession planning, philanthropy, and intergenerational wealth transfer—supports families in preserving and growing their assets across generations while navigating complex financial landscapes.