Getzen Group

Who We Are

The Getzen Group Inc. is a registered investment advisor with the Arizona Corporation Commission, located in Scottsdale, Arizona. With over twenty years of experience, our team of professionals is dedicated to helping individuals and families grow and preserve their wealth through personalized wealth management and financial planning.

Our Mission

Our mission is to provide professional, objective, and unbiased financial guidance to our clients. We strive to understand each client's unique goals and objectives, and develop customized financial plans to help them achieve their financial goals. Our experienced team is committed to providing exceptional service and building long-term relationships with our clients.

Our Team

Our team is led by Richard Getzen, a Certified Financial Planner (CFP) with over twenty years of experience in wealth management and financial planning. With a deep understanding of the complexities of wealth management, our team is dedicated to delivering expert guidance and customized solutions to help our clients achieve their financial goals.

Services

We offer a range of services to individuals and families, including:

Wealth Planning (WMCS): Our comprehensive wealth planning service helps clients create and maintain a customized wealth plan, ensuring their financial goals are aligned with their values and objectives.

Preferred Account-Investment Management: Our investment management service provides clients with a personalized investment strategy, tailored to their unique financial goals and risk tolerance.

Estate Planning-Wills and Trusts: Our estate planning services ensure that clients' wishes are carried out upon their passing, while also minimizing estate taxes and ensuring the continued financial well-being of their loved ones.

Tax Preparation and Planning: Our tax preparation and planning services help clients minimize their tax liability, while also providing guidance on tax-efficient investment and wealth management strategies.

We also offer a range of services for business owners, including:

Tax Planning and Preparation for Your Business: Our tax planning services help business owners optimize their tax strategy, minimizing their tax liability while ensuring compliance with tax laws and regulations.

Estate Planning for Business Owners: Our estate planning services ensure that business owners' wishes are carried out upon their passing, while also protecting the future of their business and their legacy.

Step-by-Step Wealth Plan: Our step-by-step wealth plan provides clients with a personalized roadmap for achieving their financial goals, including investment strategies, tax planning, and estate planning.

Our comprehensive investment management services include:

Portfolio Construction: Our portfolio construction service provides clients with a customized investment portfolio, tailored to their unique financial goals and risk tolerance.

Investment Management Services: Our investment management services provide clients with ongoing portfolio rebalancing, ensuring their investment portfolio remains aligned with their financial goals and risk tolerance.

Prudent Oversight: Our prudent oversight service ensures that clients' investment portfolios are protected and preserved, while also providing ongoing guidance and support to help them achieve their financial goals.