Lead Specialist
Wealth Management Firm Specialist Board-Certified
About the Practice
About Stine Wealth ManagementScottsdale, AZ
The partners behind Stine Wealth Management — and the standard every plan is held to.
Our story
Private Wealth Management in Scottsdale.
Stine Wealth Management has advised Scottsdale-area families for 2026 years — independent, fee-only, and answerable to no one but the client.
That standard runs through a senior team — every plan led by an advisor whose name you know, and backed by the credentials below. No products are sold, and no commissions change the advice.
— Lead Specialist, Wealth Management Firm Specialist
- 32 Google reviews
- 5★
- areas served
- 13
- Board-Certified
- ✓
- Licensed
- ✓
- Independent and owner-operated
- Our standard, in writing, on every engagement
- CFA® charterholders & CERTIFIED FINANCIAL PLANNER™ professionals
- Annual third-party custody & compliance examination
The partners
The people who answer in year twenty
The names below stay the names you call — the same people, every time.
Associate
Care Coordinator
Find & reach us
Talk to Stine Wealth Management.
Every way to reach the practice — and the Google Business Profile where our reviews live.
The first conversation with Stine Wealth Management costs nothing.
The first conversation costs nothing. Clarity rarely does again.
A private conversation with our senior team. Bring your questions — leave with a plain answer on whether we can help, and exactly what it would cost.