Scottsdale Area Wealth Management Firm Wants to Help Seniors Have a Drama-Free Retirement

Jeremy Mellberg, President
Ocotillo Wealth Management is a respected Scottsdale wealth management firm that specializes in the creation of low-risk retirement planning and smart growth options. The company is now offering a free eBook, Ten Steps to a Better Retirement.

Scottsdale, AZ – March 15, 2018 – Survey after survey has shown that Americans are simply unprepared for retirement.  Nearly half of all American families have no retirement savings and even more walk into retirement without being adequately prepared. Jeremy Mellberg of Ocotillo Wealth Management believes these statistics are correctable and works with people at all stages of life to develop smart financial plans and prepare for what he calls a “drama-free” retirement.

“I firmly believe the Ocotillo difference is that we aren’t just fiduciaries, we are educators,” says Mellberg. “I want people to know their options and be actively involved in their own financial planning. We spend as much time educating our clients as we do managing their finances.”

Ocotillo Wealth Management begins with a consultation to understand the client’s financial goals and develop a blueprint to achieve the desired goals. Clients receive comprehensive retirement and wealth management plans, along with a complete review of their current investments to determine the best options for long-term investment success.

“We are fiduciaries, and that means our responsibility is to our clients, not some large corporation,” says Mellberg. “We answer only to those people who walk through our doors and entrust us with their future. That empowers us to make the right decisions to advance our clients’ interests.”

Mellberg’s experience and service-oriented focus led to him winning the Advisor’s Excellence Award four years in a row and be selected as an Elite Advisor and Gold Eagle Member. Currently, Ocotillo provides Estate Plan Transitions, Tax Review and Analysis, Investment Risk and Fee Analysis, Retirement Income Strategies, 401k Rollover Options, and Financial Planning. For those who aren’t quite sure if they are ready to hire a financial manager, Jeremy offers a free eBook, Ten Steps to a Better Retirement. The book is a general overview of what it takes to have a stress and drama-free retirement. Jeremy also suggests that those with additional questions call his office for a no-pressure, free consultation.

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Media Contact
Company Name: Ocotillo Wealth Management
Contact Person: Jeremy Mellberg
Phone: 480.729.6281
City: Scottsdale
State: Arizona
Country: United States