Scottsdale Wealth Management Lawyer
From asset protection to tax planning, we offer personalized solutions designed to safeguard your wealth and maximize its growth potential.
Mitigate the impact of unexpected events. Reduce the likelihood of loss or depletion due to legal disputes, economic downturns, or market volatility.
We coordinate with your CPA and financial planner to help you grow your wealth while preserving it from predators and conserving it for the next generation.
Keep Your Wealth Protected
Wealth management can be daunting, especially when considering the myriad legal and financial risks that could threaten your hard-earned assets. The attorneys in the Scottsdale office of Sorrell Estate & Probate understand the importance of protecting your wealth and preserving it for future generations. We help clients throughout the state of Arizona, including Maricopa County, Paradise Valley, and many others.
A Diverse Range of Services
Our law firm excels in providing comprehensive wealth protection services tailored to a diverse range of clients. Whether you’re a family business owner, an entrepreneur, a real estate developer, or a doctor, we have the expertise and resources to safeguard your assets effectively. From implementing strategic estate and tax planning solutions to establishing asset protection structures, we offer personalized guidance to address your objectives.
You're in Great Hands
With our team of experienced attorneys by your side, you can rest assured that your wealth is in capable hands. We’re committed to being the best lawyers for your needs and will work tirelessly to mitigate risks and devise proactive strategies. We aim to shield your assets from potential threats, such as lawsuits, creditors, and tax liabilities. By entrusting your wealth protection needs to Sorrell Estate & Probate, you’ll work with a trusted fiduciary who will ensure not only your financial future, but also the financial well-being of the ones you love.
At Sorrell Estate & Probate, we are dedicated to providing comprehensive wealth management services tailored to the unique needs of our clients in Phoenix, Arizona. Our firm focuses on delivering personalized solutions that prioritize the protection and growth of your assets, ensuring your financial goals are met both now and in the future.
Unlike our competitors, Sorrell Estate & Probate takes a proactive approach to wealth management, offering strategic guidance beyond mere financial planning. We understand that each client’s situation is unique. That’s why we take the time to listen to your concerns and develop customized strategies that align with your objectives.
You deserve to benefit from our style of representation because we prioritize client satisfaction over all else. With a commitment to responsiveness, integrity, and personalized attention, we strive to exceed your expectations and provide you with peace of mind when managing your wealth. Trust Sorrell Estate & Probate to be your dedicated partner in achieving financial success and security.
Our Wealth Management Services
Professional athletes, venture capitalists, business owners, and other high net worth clients like you know the advantages of sound estate planning and other forms of wealth protection. When you work with our firm, you’ll receive solid legal advice to ensure your financial affairs remain in perfect order.
Our wealth management services include the following:
Wealth Management
Our team provides personalized strategies to grow and protect your assets, tailored to your unique financial situation and objectives.
Legacy Planning
We help you create a lasting legacy by structuring your estate plan to preserve your wealth for future generations. Is a grantor trust right for you? Is another alternative better for your specific situation? Your Sorrell Estate & Probate Scottsdale wealth management lawyer will clearly spell out your options so you have the knowledge needed to make the best decision.
Investment Planning
Our expert advisors assist in developing investment strategies aligned with your risk tolerance and financial goals. We have in-depth knowledge of business succession planning and many other methods of maintaining wealth.
Income Planning
We develop strategies to optimize your income streams and ensure a stable financial future.
Financial Planning
We coordinate with your financial planner to help you achieve your long-term financial objectives.
Asset Protection
We implement strategies to safeguard your assets from potential risks, including legal liabilities and creditor claims.
Wealth Preservation
Through careful estate planning and asset management, we help preserve your wealth for future generations.
Our experienced team is committed to providing personalized guidance and strategic solutions to help you achieve your financial goals.
Meet Whitney Sorrell, your Scottsdale Wealth Management Lawyer
Whitney Sorrell is a skilled Scottsdale wealth management lawyer with a unique background.
Whitney served as a revenue agent for the Internal Revenue Service for five years, so he has a wealth of tax law knowledge. He has helped his clients realize income tax and other tax savings of $75 million. Whitney, one of the most highly sought-after estate planners, regularly speaks on advanced estate planning matters across the country. He also has a deep understanding of probate law.
Whitney’s strategic guidance and personalized approach can benefit you whether you want to grow your assets, protect your wealth, or plan for the future.
JD, MBA, LLM (Tax)
Certified Public Accountant
Former IRS Agent
30+ Years of Experience
Why Choose Us Over Other Scottsdale Wealth Management Lawyers?
When considering wealth management lawyers in Scottsdale, Sorrell Estate & Probate stands out for several key reasons.
Personalized Approach
Our personalized approach ensures that each client receives tailored guidance and support to meet their unique financial goals.
Relationship Focus
Unlike other firms, we prioritize building strong relationships with notable financial planners, allowing us to offer comprehensive solutions that address every aspect of our clients’ financial needs.
Protective Ownership Structures
Our expertise in designing smart, protective ownership structures sets us apart. With a proven track record of success working with high net worth individuals with assets exceeding $50 million, we have the experience and knowledge to overcome even the most complex wealth management challenges.
By choosing Sorrell Estate & Probate, you’ll work with a law group dedicated to delivering exceptional results and securing their long-term prosperity.
Learn More By Contacting Sorrell Estate & Probate
Does your wealth make you feel like a target for financial predators? Are you concerned you’re not working with financial advisors who have your best interests in mind? You’re not alone. Many individuals face uncertainty and confusion when it comes to financial planning.
However, there’s a solution. Schedule a consultation with Scottsdale wealth management lawyer Whitney Sorrell to gain clarity and confidence in your financial future.
During the consultation, Whitney will take the time to understand your unique financial situation and address any concerns or challenges you may face. Don’t let uncertainty hold you back from achieving your financial aspirations. Schedule a consultation with Whitney Sorrell as soon as possible.