Wealth Management Concepts

CONNECT

Address:

1658 Oaklawn Drive, Ste. A
Prescott, AZ 86305

Phone:

928-445-2598

Our Firm

Through our broker/dealer Royal Alliance Associates, Inc., we provide fee-based portfolio management services.  These services include but are not limited to, customized investment selection and management, as well as asset protection issues such as insurance, income tax and estate planning. In doing so we teamwork with attorneys and accountants to provide a integrative approach for our clients.  Insurance services are offered through Michael R. Bacci individually and are unrelated to services offered through Royal Alliance Associates.

With our approach, we have established numerous client relationships that extend well beyond 25 years.

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck