Frequently Asked Questions
What does Acute Wealth Advisors specialize in?
Acute Wealth Advisors specializes in retirement planning for Arizona families and individuals. Their expert team helps retirees and pre-retirees protect, grow, and minimize taxes on their wealth through comprehensive financial strategies tailored to the unique needs of those approaching or enjoying retirement in Arizona.
Are we fiduciary financial advisors?
Yes. Acute Wealth Advisors is a fiduciary financial advisor serving Arizona residents. As fiduciaries, they are legally required to put your best interests first, providing trusted guidance for retirement, investment, and tax planning.
Do we offer free consultations?
Yes. You can schedule a free retirement consultation with Acute Wealth Advisors, serving the Phoenix metro area. Receive personalized advice and a complimentary copy of “Success in the New Retirement,” a guide to navigating retirement in Arizona.
What areas do we serve?
Acute Wealth Advisors serves retirees and families throughout the greater Phoenix area, including Mesa, Chandler, Peoria, Gilbert, Scottsdale, Glendale, Tempe, Ahwatukee, and Phoenix. If you’re planning your retirement in Arizona, their offices are conveniently located to meet your needs.
What makes Acute Wealth Advisors different from other financial advisors?
Acute Wealth Advisors stands out by offering holistic retirement planning for Arizona residents. Their approach is flexible and evolves as your life changes, making sure your retirement plan stays current and effective—unlike firms with one-size-fits-all strategies.
Do you help with tax‑efficient retirement planning?
Yes. Acute Wealth Advisors focuses on tax-efficient retirement planning for Arizona retirees, helping clients minimize taxes and maximize income as they transition into retirement.
What types of clients do we work with?
Acute Wealth Advisors works with retirees, pre-retirees, and high-net-worth individuals across Arizona. They provide advanced planning for those seeking to secure their financial future before and during retirement.
What services do you provide?
Services include retirement planning, investment management, tax-efficient strategies, and comprehensive wealth protection and growth. Acute Wealth Advisors helps Arizona retirees develop customized plans to achieve financial security and peace of mind.
What does being a fiduciary mean for clients?
Being a fiduciary means Acute Wealth Advisors always acts in your best interest, ensuring trustworthy and objective retirement advice for Arizona clients.
Can you help me build a retirement income plan?
Yes. Acute Wealth Advisors creates tailored retirement income plans for Arizona residents, focusing on strategies to maximize income, minimize taxes, and provide financial stability throughout retirement.
What is the book Success in the New Retirement about?
Success in the New Retirement is a practical book written by financial advisors Matt Deaton and Damon Roberts. It offers proven strategies for Arizona retirees and those approaching retirement to create a secure retirement plan, protect assets, and achieve financial goals.
How can I get a copy of the book?
Retirees and pre-retirees can request a complimentary copy of the book by scheduling a retirement consultation. You can also download a free chapter from the website to learn more about planning for retirement in Arizona.
Who should read this book?
If you live in Arizona and are approaching retirement, or want to improve your financial security, Success in the New Retirement is designed for you. The book’s guidance is ideal for anyone who wants to build a strong retirement plan and make informed financial decisions for their future in Arizona and beyond.
What topics does the podcast cover?
Our podcast empowers Arizona retirees and those approaching retirement with practical strategies to safeguard their nest egg, confidently navigate financial decisions in retirement, and create a resilient plan for long-term financial security.
Where can I listen to the podcast?
You can tune in to our retirement podcast on our website and iTunes. For your convenience, direct links are provided on our website so you can start listening with just a click.
Has the podcast received any recognition?
Absolutely! Our podcast proudly earned national recognition, ranking 17th among Feedspot’s 2025 list of the 50 Best Retirement Podcasts to Follow, highlighting our commitment to delivering top-tier retirement guidance.
What types of financial education events do you offer?
We host a variety of engaging events for Arizona residents, including hands-on Social Security and Taxes workshops, foundational Retirement Planning 101 classes, and interactive multi night retirement education series. Each event is designed to empower you with practical knowledge for a confident financial future.
Are the classes free?
Yes! All our retirement planning and financial education events are completely free for participants. It’s our mission to make valuable financial knowledge accessible to everyone in the community.
What topics are covered in the workshops?
Our workshops cover a wide range of retirement topics: from navigating tax law changes and Roth IRA conversions, to mastering recession protection strategies, optimizing Social Security, and preparing for the unique challenges of retirement in Arizona. We deliver expert guidance tailored for local retirees.
What is the Foundation for Financial Education (F3E)?
F3E is a nonprofit dedicated to fighting financial illiteracy by offering free, expert-led workshops and classes across Arizona. Whether you’re a retiree or preparing for retirement, F3E empowers you with the tools and knowledge needed for lasting financial wellness.
Does Acute Wealth Advisors volunteer with F3E?
Absolutely! The Acute Wealth Advisors team actively volunteers to lead free financial education workshops and classes in Arizona, helping residents gain the confidence and skills they need to manage their finances wisely.
How can I attend a workshop?
It’s easy to join our Arizona retirement and financial education workshops! Simply visit our website to browse upcoming events and register online—your pathway to financial empowerment starts here.
Where is your main office located?
Our main office is conveniently located at 4856 E. Baseline Rd., Suite 104, Mesa, AZ 85206. Visit us in the heart of Mesa for personalized financial guidance and expert retirement planning tailored to your needs.
Do you have other offices?
Absolutely! In addition to our Mesa headquarters, we proudly serve clients from our conveniently located offices in Peoria, Scottsdale, and Ahwatukee—making it easy to access trusted financial advice wherever you are in the Phoenix Valley.
Do you work with clients throughout the Phoenix Valley?
Yes! We proudly serve clients across the entire Phoenix metro area, providing comprehensive financial planning and retirement services designed to help you achieve your goals—no matter where you call home in the Valley.