Rosenfeld Mark David CPA

Venture Stone Wealth Management, located in Scottsdale, AZ, is a premier financial services firm specializing in comprehensive financial planning and investment management. Our team of experienced financial advisors is dedicated to helping individuals, families, and small businesses achieve their financial goals and secure their financial future. We offer a wide range of services tailored to meet your unique needs, including personalized financial planning, expert investment management, estate and tax strategy development, small business planning, and education planning. Our approach combines in-depth market knowledge with a client-centric focus to deliver customized solutions that align with your long-term objectives.

We are proud to serve the Greater Phoenix area, with offices conveniently located in Scottsdale and Phoenix. Our local presence allows us to understand the unique financial landscape of our community and provide tailored advice that aligns with your goals. We believe in treating every client uniquely based on their needs. Our educational and consultative approach ensures that you walk away from each meeting informed and empowered to make the best financial decisions. Let us work together to create a future that is secure, prosperous, and uniquely yours.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.