Scottsdale, AZ Office

Madrid Wealth Management provides wealth management, investment management, financial planning, retirement plan consulting and management, tax advisory and education services to individuals (including high-net-worth clients) as well as employer plan sponsors, charitable organizations and other institutional clients. The firm operates as a fee-only registered investment adviser and delivers services on both discretionary and non-discretionary bases, offering project-based and ongoing planning engagements and limited-scope consulting work.

The firm’s investment process emphasizes personalized asset-allocation and risk profiling informed by fundamental, technical and cyclical analysis and principles of Modern Portfolio Theory, using a mix of passive and active strategies. MWM implements portfolios through a combination of in-house advice, outside managers and platform partners (including BlackRock strategies and Betterment for Advisors), with ongoing monitoring and periodic reviews; it also provides retirement-plan management and may serve as a Section 3(38) investment manager for ERISA plans.

Two features that distinguish MWM from many peers are its affiliation with accounting firm Eskew & Chelius, PC — through which tax return preparation and tax advisory services are offered under contracted relationships and which creates a disclosed potential conflict of interest — and its regular offering of educational seminars and speaking engagements (virtual or in-person) on financial topics. The firm’s integration of tax services, financial planning, retirement-plan consulting and public education is presented as a coordinated service set that is less common among similarly sized advisers.