Best Las Vegas, Nevada Financial Advisors

When it comes to managing your financial future, choosing the right financial advisor is crucial. In Las Vegas, Nevada, you have a wealth of options to choose from, each offering unique services tailored to meet different financial needs. This article will guide you through the top financial advisors in Las Vegas, highlighting their specialties, services, and client reviews to help you make an informed decision.

What to Look for in a Financial Advisor

Choosing a financial advisor involves more than just picking the first name that comes up in a search. Here are some key factors to consider:

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• Credentials: Look for advisors with Certified Financial Planner (CFP) designations or other recognized certifications.
• Experience: Advisors with extensive experience, particularly in areas relevant to your financial needs, can offer more reliable advice.
• Fee Structure: Understand how the advisor is compensated. Fee-only advisors are typically preferred as they are paid solely by their clients and do not earn commissions from selling products.
• Fiduciary Duty: A fiduciary is legally obligated to act in your best interest. This is a critical aspect to ensure unbiased advice.
• Client Reviews: Positive reviews and testimonials can give insights into the advisor’s reputation and client satisfaction.

Arista Wealth Management, LLC

Overview

Arista Wealth Management, LLC, established in 2006, is a top financial advisor firm in Las Vegas. They offer comprehensive services including financial planning, investment management, retirement planning, and asset management. With over 60 years of combined experience, the team at Arista Wealth prioritizes personalized service and regular communication to help clients achieve their financial goals.

Services and Contact Information

• Services: Financial Planning, Investment Management, Retirement Planning, Business Planning
• Website: Arista Wealth Management
• Phone: 702-309-9970
• Address: 8925 W Russell Rd #200, Las Vegas, NV 89148

Client Reviews

Clients praise Arista Wealth for their personalized approach and professionalism. One client noted, “The team at Arista Wealth has been instrumental in helping us plan for retirement. Their advice is always clear and tailored to our needs.”

SkyOak Wealth

Overview

SkyOak Wealth is known for its tailored financial planning services, especially for high net-worth individuals. They offer a wide range of services including independent IRAs, family office services, and wealth management, making them a one-stop-shop for financial planning needs.

Services and Contact Information

• Services: Financial Planning, Wealth Management, Retirement Planning, Self-Directed IRA Services
• Website: SkyOak Wealth
• Phone: 800-971-8070
• Address: 410 S Rampart Blvd Suite 390, Las Vegas, NV 89145

Client Reviews

Clients commend SkyOak Wealth for their thorough and client-centric approach. A review mentions, “SkyOak has helped us navigate complex financial situations with ease. Their team is knowledgeable and always puts our interests first.”

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Summit Portfolio Management

Overview

Summit Portfolio Management, founded in 1984, is an independent advisory firm that provides financial advice based on Nobel Prize-winning research. They focus on high net worth individuals and fiduciaries, offering state-of-the-art financial planning strategies and portfolio management.

Services and Contact Information

• Services: Financial Planning, Portfolio Management, Retirement Planning, Wealth Management
• Website: Summit Portfolio Management
• Phone: 702-838-9999
• Address: 10091 Park Run Drive, Suite 110, Las Vegas, NV 89145

Client Reviews

Summit Portfolio Management is highly rated for their innovative approach and commitment to client success. One satisfied client wrote, “Their portfolio engineering process has significantly improved our investment returns.”

The Investment Counsel Company (ICC)

Overview

The Investment Counsel Company (ICC) is a leading independent wealth management firm in Las Vegas, recognized for its fiduciary standard and commitment to client interests. They offer comprehensive financial planning and wealth management services.

Services and Contact Information

• Services: Financial Planning, Wealth Management, Retirement Planning, 401(k) Plan Advising
• Website: The Investment Counsel Company
• Phone: 702-871-8510
• Address: 10000 W Charleston Blvd #280, Las Vegas, NV 89135

Client Reviews

ICC is praised for its transparency and personalized service. A review highlights, “ICC’s team has provided us with excellent advice and guidance, helping us achieve our financial goals with confidence.”

Redrock Wealth Management

Overview

Redrock Wealth Management specializes in retirement planning and wealth management. They pride themselves on their fiduciary commitment and fee-only services, ensuring that clients receive unbiased advice tailored to their specific needs.

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Services and Contact Information

• Services: Retirement Planning, Wealth Management, Financial Planning, Investment Management
• Website: Redrock Wealth Management
• Phone: 702-987-1607
• Address: 601 S Rancho Dr #A1, Las Vegas, NV 89106

Client Reviews

Clients appreciate Redrock’s proactive approach and expertise. One client stated, “Redrock’s financial planners have been a game-changer for our retirement planning. They are always attentive and proactive in managing our portfolio.”

The Pezzillo & Hokanson Group at Merrill Lynch

Overview

The Pezzillo & Hokanson Group is a distinguished wealth management team at Merrill Lynch, known for their comprehensive financial services and personalized approach. They focus on helping individuals, families, and small businesses achieve their financial goals.

Services and Contact Information

• Services: Wealth Management, Financial Planning, Investment Management, Retirement Planning
• Website: The Pezzillo & Hokanson Group
• Phone: 702-341-2054
• Address: 400 S Rampart Blvd, Las Vegas, NV 89145

Client Reviews

Clients commend the Pezzillo & Hokanson Group for their thorough and empathetic approach. A review mentions, “Their team has been exceptional in guiding us through complex financial decisions with ease and confidence.”

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Table of Top Financial Advisors in Las Vegas

Credentials to Look for in a Financial Advisor

When selecting a financial advisor, certain credentials can indicate a high level of expertise and professionalism. Here are some key certifications and designations to look for:

• Certified Financial Planner (CFP): This certification is one of the most recognized in the financial industry. CFPs must meet rigorous education, experience, and ethical requirements.
• Chartered Financial Analyst (CFA): CFAs specialize in investment management and analysis, often working with high net worth individuals and institutional clients.
• Certified Investment Management Analyst (CIMA): This designation is focused on investment consulting and portfolio management.
• Accredited Investment Fiduciary (AIF): AIFs have specialized knowledge in fiduciary responsibility and can help ensure that your advisor acts in your best interests.

By considering these credentials, you can better assess the qualifications of potential financial advisors and choose one that meets your specific financial needs.

Conclusion

Finding the right financial advisor in Las Vegas involves careful consideration of various factors, including credentials, experience, fee structure, and client reviews. The financial advisors highlighted in this article offer a range of services tailored to meet diverse financial needs, ensuring that you can find the right fit for your financial future. Whether you’re looking for comprehensive wealth management, retirement planning, or personalized financial advice, these top-rated advisors are well-equipped to help you achieve your financial goals.