Independent RIA achieves rapid expansion by combining fiduciary-led planning, tax-efficient investment strategies, and a client-first boutique approach
SCOTTSDALE, Ariz., Sept. 9, 2025 /PRNewswire/ — Wealthstone Private Wealth Management, a Scottsdale-based independent registered investment advisor, today announced that the firm’s assets under management (AUM) have grown by more than 100% over the past 12 months. The milestone reflects Wealthstone’s commitment to fiduciary-led advice, personalized financial planning, and tax-efficient investment strategies that resonate with high-net-worth and ultra-high-net-worth clients nationwide.
Since its founding, Wealthstone has differentiated itself from traditional Wall Street firms by prioritizing transparency, independence, and comprehensive financial planning. This unique positioning has fueled rapid client growth and an expanding national footprint.
At the center of this approach is CEO Zak Gardezy’s meticulous analysis of every client’s financial scenario. Each engagement begins with a focus on maximizing returns, minimizing risk, reducing expense ratios, and identifying tax-saving opportunities that can help offset the costs of professional wealth management. From Zak’s perspective, the true value of a wealth advisor comes from executing on all of these goals simultaneously. The result is what he describes as “Alpha” generated through forward-thinking portfolio design, tax efficiency, and cost-consciousness. This disciplined process creates a meaningful distinction between the outcomes of a self-directed investor or an average Wall Street broker versus the bespoke, boutique wealth management experience at the heart of Wealthstone.
“Our extraordinary growth over the last year comes down to one thing: trust,” said Zak Gardezy, CFP®, CEO and Founder of Wealthstone Private Wealth Management. “That trust has been built on four guiding principles. First, we lead every interaction by putting clients’ interests ahead of everything else, in line with our fiduciary promise. Second, we pair in-depth financial planning with tailored strategy, for example, helping Silicon Valley executives diversify concentrated stock positions in a tax-efficient way, or guiding pre-retirees with comprehensive planning that ensures every element of their financial life is prepared for retirement. Third, we build portfolios that are low-cost, tax-efficient, and forward-looking. Our early focus on leading Artificial Intelligence companies, for instance, has generated meaningful outperformance for our clients. And fourth, we treat every client as an essential part of the Wealthstone family—not as a number. This ethos has deepened our relationships and led to referrals from clients and professional partners like attorneys and CPAs. These principles are at the heart of Wealthstone’s success.”
Another example of Wealthstone’s thought leadership is the release of the book Secrets From A Wealth Advisor: 4-Stage Methodology – How To Diversify Concentrated Stock Tax Efficiently, authored by CEO Zak Gardezy and available now on Amazon. Beyond the book, Wealthstone has published more than 50 educational videos on its YouTube channel and numerous articles on LinkedIn and Medium. These resources are aimed at keeping clients and the firm’s professional network informed of Wealthstone’s latest perspectives, strategies, and opinions on the market and economy. Together, these initiatives reflect the firm’s mission of empowering clients with both actionable advice and forward-looking insights.
Wealthstone’s growth highlights a larger industry trend: high-net-worth investors are increasingly seeking independent fiduciaries who can deliver holistic planning, advanced tax strategies, and investment insights beyond standard portfolio management.
About Wealthstone Private Wealth Management
Wealthstone Private Wealth Management is a fee-only registered investment advisor headquartered in Scottsdale, Arizona. Serving high-net-worth and ultra-high-net-worth individuals, families, and business owners, Wealthstone delivers comprehensive financial planning and customized investment strategies that align with clients’ long-term goals while upholding the highest fiduciary standards.
Media Contact:
Zak Gardezy, CFP®
Founder & CEO, Wealthstone Private Wealth Management
Email: [email protected]
SOURCE Wealthstone Private Wealth Management
