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INTEGRATINGPORTFOLIO MANAGEMENT AND ESTATE PLANNING
THE FUTURE: WE MAKE IT POSSIBLE   DOES MY ESTATE PLAN    TAKE ADVANTAGE OF     DO I NEED TO PLAN BETTER FOR RETIREMENT?   ...
WELCOME
WHO WE ARE                                             We are a fee-based boutique wealth management firm that specializes...
FEE SCHEDULE                           ASSETS UNDER MANAGEMENT                                                            ...
WEALTHTRUST-ARIZONA TEAM                                                                    HOLLY D. DEEM, CFA            ...
OUR STRATEGIC PARTNERS                                      DAVID H. COLBY, J.D.                           MEGAN A. THORNE...
CORE AREAS OF WEALTH MANAGEMENT                                                                        Tax                ...
FINANCIAL PLANNING                                                                         Would you go on a road trip wit...
THE IMPORTANCE OF A                                       WRITTEN FINANCIAL PLANA Financial Plan covers all aspects of you...
CORE AREAS OF WEALTH MANAGEMENT                                                                        Tax                ...
ASSET ALLOCATION                   EQUITIES                             FIXED INCOME                                      ...
PORTFOLIO COMMITTEE STRUCTURE                                Repeatable Performance                                       ...
Sample Asset Allocation Moderate Investor 2011                        BONDS         Conservative                          ...
CORE AREAS OF WEALTH MANAGEMENT                                                                      Tax                  ...
ESTATE PLANNING    Most high net worth individuals and families have a basic Estate Plan package that    should include:  ...
ESTATE PLANNING    We review your existing plan to ensure it aligns with your estate and    financial goals.      1. Have ...
ESTATE PLANNING   Integration: On death, we bridge the Estate and Financial Plan seamlessly.   1. We help the surviving sp...
CORE AREAS OF WEALTH MANAGEMENT                                                                        Tax                ...
RISK MANAGEMENT                                                         Means planning for the future and life’s hiccups  ...
CORE AREAS OF WEALTH MANAGEMENT                                                                        Tax                ...
TAX SENSITIVITY                   Understanding how taxes affect your portfolio is one way we manage and                  ...
2011 PORTFOLIO STRATEGIES   • Are emerging markets the right place to invest?   • Is the “bond bubble” for real? If so, ho...
2011 PORTFOLIO & ESTATE PLANNING STRATEGIESFIXED INCOME:         –     Keep duration short         –     Focus on Internat...
CORE AREAS OF WEALTH MANAGEMENT                                                                       Tax                 ...
CLIENT COMMUNICATION                                                                                               We Main...
MEDIA RECOGNITION© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securit...
WEALTHTRUST-ARIZONA                                                                   Questions© 2011 WealthTrust AZ 8434 ...
THE WEALTHTRUST-ARIZONA COMMITMENT         To help you achieve maximum wealth at minimum         risk by carefully integra...
NEXT STEPS                                          Schedule an initial                                           complime...
NEXT STEPS: THE TRANSFER AND                                                         IMPLEMENTATION PROCESS               ...
THANK YOU                                  On Behalf of All of Us at                                                      ...
DISCLOSURE PAGE       Sample holdings are provided for illustrative purposes only. Individual portfolios will vary in hold...
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WealthTrust-Arizona - Core Services

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WealthTrust-Arizona is a fee-based investment advisory firm specializing in the integration of investment management with estate planning for high net worth individuals and families.

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WealthTrust-Arizona - Core Services

  1. 1. INTEGRATINGPORTFOLIO MANAGEMENT AND ESTATE PLANNING
  2. 2. THE FUTURE: WE MAKE IT POSSIBLE DOES MY ESTATE PLAN TAKE ADVANTAGE OF DO I NEED TO PLAN BETTER FOR RETIREMENT? ARIZONA’S LAWS & BENEFITS? IS MY WILL I OUTLIVE MY MONEY? PORTFOLIO DIVERSIFIED?HOW WILL MY CHILDREN’S CREDITORS OR DIVORCE AFFECT THEIR INHERITANCE? DOES MY BUSINESS HAVE HOW DO I MAKE SURE MY LEGACY IS PROTECTED AND FAMILY IS TAKEN A SUCCESSION PLAN? CARE OF FOR GENERATIONS TO COME? AM I POSITIONED WELL FOR THE UNCERTAINTY OF THE MARKET? IF I GET SICK….WILL I IS FINANCIALLY BE ABLE TO AFFORD IS NOW A GOOD ASSISTING MY FAMILY CARE?TIME TO INVEST? JEOPARDIZING MY WILL I HAVE TO RETIREMENT ASSETS? GO BACK TO WORK? WHAT IF OUR ECONOMY FACES INFLATION OR DEFLATION? WILL I BE AFFECTED?
  3. 3. WELCOME
  4. 4. WHO WE ARE We are a fee-based boutique wealth management firm that specializes in the integration of financial planning and estate planning. •INDEPENDENT • FEE-BASED • PLAN-BASED •TEAM-BASED • INTEGRATED WealthTrust-Arizona is one of the Top 10 Independent fee-based Registered Investment Advisor firms in Arizona based on assets under management.© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  5. 5. FEE SCHEDULE ASSETS UNDER MANAGEMENT FEE MORE THAN BUT LESS THAN $10,000,000 Negotiable $5,000,000 $10,000,000 .75% $3,000,000 $5,000,000 .85% $1,000,000 $3,000,000 1.00%© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  6. 6. WEALTHTRUST-ARIZONA TEAM HOLLY D. DEEM, CFA PAUL A. CEO BEN R. WILSON, PPC AHERN, CFP, CHFC PRINCIPAL PRINCIPAL THERESA A. KRUEG BRENT C. MCQUISTON HEATH BRAY MSFS CFP, CMFC CFS MIKE BOWEN DON BERTRAND MBA MS© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  7. 7. OUR STRATEGIC PARTNERS DAVID H. COLBY, J.D. MEGAN A. THORNES, J.D.© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  8. 8. CORE AREAS OF WEALTH MANAGEMENT Tax Financial Sensitivity Planning Risk Portfolio Management Management Estate Planning© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  9. 9. FINANCIAL PLANNING Would you go on a road trip without a map?Why do we create a plan?Our team of experts evaluate the health of your finances to outline a step-by-stepstrategy to achieve your financial goals for you and your family for generations tocome.Here are some questions we answer and problems we solve: - Will I outlive my retirement assets? - Is my portfolio properly diversified? - How do I achieve my financial goals? - Where is the most risk in my portfolio? - How do I plan for uncertainties in the market and life? - Can I create enough income to support my family? WEALTHTRUST ADVANTAGE© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  10. 10. THE IMPORTANCE OF A WRITTEN FINANCIAL PLANA Financial Plan covers all aspects of your present and future financial life: 1. Inventory of present assets 2. Comparison of risks and historical returns 3. Probability analysis done on your portfolio 4. Recommended portfolio changesWe manage your assets pursuant to a formal, written Financial Plan that you: 1. Review: Make sound and strategic decisions 2. Understand: We educate you on the steps taken 3. Control: You approve and sign-off on your planWhat it enables you to do: WEALTHTRUST 1. Plan out your future and how to get there ADVANTAGE 2. Set milestones to measure progress 3. Anticipate and plan for risks© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  11. 11. CORE AREAS OF WEALTH MANAGEMENT Tax Financial Sensitivity Planning Risk Portfolio Management Management Estate Planning© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  12. 12. ASSET ALLOCATION EQUITIES FIXED INCOME ALTERNATIVES International International Bonds Managed Futures Small Cap High-Yield Bonds Real Estate Large Growth High-Quality Bonds Private Equity Large Value Municipal Bonds Hedged Strategies Mid-Cap Cash Equivalents Long Short© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  13. 13. PORTFOLIO COMMITTEE STRUCTURE Repeatable Performance Managing Tenure Equity Beta Committee Standard Deviation Alpha Up Capture Down Capture Directional Non-Directional Portfolio Committee Average Credit Quality Non-Correlating Alternative Fixed Income Committee Average Duration Investments Opportunities Outside the Committee Stock and Bond Market Current Yield Taxable v. Tax Free© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  14. 14. Sample Asset Allocation Moderate Investor 2011 BONDS Conservative Aggressive© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  15. 15. CORE AREAS OF WEALTH MANAGEMENT Tax Financial Sensitivity Planning Risk Portfolio Management Management Estate Planning© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  16. 16. ESTATE PLANNING Most high net worth individuals and families have a basic Estate Plan package that should include: 1. Revocable Living Trust (RLT) with Beneficiary Trusts for your Children/Grandchildren 2. Pour Over Wills 3. Financial Powers of Attorney 4. Health Care Powers of Attorney 5. Medical Records Powers of Attorney 6. Living Wills 7. Beneficiary Designations of IRAs, KEOGHs, SEPs, 401(k)s, 403(b)s, and defined benefit pension plans that dovetail with Trust WEALTHTRUST ADVANTAGE© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  17. 17. ESTATE PLANNING We review your existing plan to ensure it aligns with your estate and financial goals. 1. Have you taken advantage of Arizona Trust Code which offers divorce and creditor protection to your beneficiaries? 2. Have you done Generation Skipping Tax Planning for your heirs, which adds protection against estate taxes? 3. Have you reviewed your asset titling, IRA and Annuity beneficiary designations to determine if they still fit with your estate planning desires? 4. Was your Estate Plan created in another state? a. Have you taken advantage of Arizona’s Community Property laws? b. Did you know Arizona has no state estate tax? 5. Does your Estate Plan create simplicity and seamlessness for your surviving spouse or loved one? 1. We help take care of the paperwork 2. We protect you and your loved one from a. Divorce c. Taxes b. Creditors d. Gift Taxes 3. We work with your estate planner to bridge your portfolio with your legacy© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  18. 18. ESTATE PLANNING Integration: On death, we bridge the Estate and Financial Plan seamlessly. 1. We help the surviving spouse or loved ones through the paperwork maze created by the IRS a. We work with attorneys and CPAs to correctly and timely file all the returns required by the IRS and obtain date of death values of all assets b. We manage the financial portfolio to fund all subtrusts created by your Estate Plan and manage the subtrust funds both for long term returns and tax considerations 2. We help plan your future portfolio needs in light of changing tax laws, both on an estate and income tax basis 3. We handle all life insurance issues, all beneficiary designation transfers and all other paperwork associated with the estate plan and portfolio needs of the surviving spouse or loved ones so that nothing falls through the cracks© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  19. 19. CORE AREAS OF WEALTH MANAGEMENT Tax Financial Sensitivity Planning Risk Portfolio Management Management Estate Planning© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  20. 20. RISK MANAGEMENT Means planning for the future and life’s hiccups We analyze your existing estate and insurance policies to anticipate and manage portfolio and life’s risks. 1. Have you reviewed your policies lately to confirm the appropriate coverage and cost? 2. Do you have an estate tax liquidity issue? a. In 2011 Estate Taxes reappear at a top rate of 35% (for next two years). b. Estate taxes are due within nine months of death. 3. Do you have/need long-term care coverage or can you self insure? a. We analyze your assets to determine what kind of insurance is necessary. By developing a strategic financial plan we can forecast probability risks to help plan and manage their effects.© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  21. 21. CORE AREAS OF WEALTH MANAGEMENT Tax Financial Sensitivity Planning Risk Portfolio Management Management Estate Planning© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  22. 22. TAX SENSITIVITY Understanding how taxes affect your portfolio is one way we manage and protect your wealth We prepare in advance for tax law changes: 1. We anticipate a tax change in 2012 2. Tax laws are driven by politics, and we monitor potential changes and prepare for them We are sensitive to your tax needs by: 1. Working directly with your CPA a. Make needed and approved changes to help reduce taxes on investments and assets 2. Working directly with your estate planning attorney a. Our goal is to help reduce tax burdens to your estate b. We are aware of the sensitivity of estate taxes© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  23. 23. 2011 PORTFOLIO STRATEGIES • Are emerging markets the right place to invest? • Is the “bond bubble” for real? If so, how will it affect you? • What are the near-term and future trends to watch for in the U.S. and world markets? • How will the recent election results most likely affect the market, and your portfolio? • What is the expanding role of Emerging Markets and Exchange Traded Funds (ETFs)? • How will estate tax reform affect your existing wills, trusts and other estate documents? • Are your accounts and property titled properly?© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  24. 24. 2011 PORTFOLIO & ESTATE PLANNING STRATEGIESFIXED INCOME: – Keep duration short – Focus on International bonds – Tax Sensitivity – Credit QualityEQUITIES: – Consider using a broad array of ETFs in non-qualified accounts to minimize taxes – Consider increasing exposure into international stocks (especially emerging markets)ALTERNATIVES: – Access alternative investments via liquid investmentsESTATE PLANNING: – Revise your estate planning documents to take advantage of Arizona laws that protect your inheritance from your children’s creditors including spouses in a divorce – Review all beneficiary designations and titling of assets to ensure they comply with your estate planning goalsRISK MANAGEMENT: – Review current policies and coverage to ensure it is adequate and order an enforce illustration to confirm that your policies will not lapse© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  25. 25. CORE AREAS OF WEALTH MANAGEMENT Tax Financial Sensitivity Planning Risk Portfolio Management Management Estate Planning© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  26. 26. CLIENT COMMUNICATION We Maintain an Open Dialogue WE KEEP 1. Detailed quarterly reports YOU 2. Meetings – quarterly and as needed 3. Calls and/or individual e-mails INFORMED 4. Regular weekly and monthly e-mail updates - Market conditions, breaking news, etc. 5. Quarterly newsletters WE KEEP 6. Individual correspondence YOU 7. Educational client workshops EDUCATED 8. Programs and events 9. Topical information e-mails and mailings 10. Mayo Clinic Health letter WE EARN 11. Notifications when sought by major media outlets YOUR CONFIDENCE & TRUST© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  27. 27. MEDIA RECOGNITION© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  28. 28. WEALTHTRUST-ARIZONA Questions© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  29. 29. THE WEALTHTRUST-ARIZONA COMMITMENT To help you achieve maximum wealth at minimum risk by carefully integrating the management of your portfolio with the management of your estate.© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  30. 30. NEXT STEPS Schedule an initial complimentary first time appointment© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  31. 31. NEXT STEPS: THE TRANSFER AND IMPLEMENTATION PROCESS WORKING TOGETHER1. First Meeting (complimentary): Get Acquainted. Review estate* and brokerage account documents. Establish priorities/concerns. Assign “homework” – things to consider regarding trust preparation, lifestyle needs, financial priorities.2. First or Second Meeting: Retain WealthTrust-Arizona and/or Law Offices. Formal trust interview if indicated. Formal Financial Planning interview. Discuss portfolio implementation schedule (dollar cost averaging?). Discuss tax considerations. Commence account transfers (ACAT).3. Third Meeting: Formal trust signing if indicated. Review preliminary Financial plan. Review preliminary Model Portfolios. Review portfolio implementation schedule and tax considerations. Commence account transfers if not already underway.4. Fourth Meeting (often by phone and/or mail): Approve final Financial Plan. Approve model portfolios. Account transfer status report. Schedule formal follow-up (usually 60-90 days).Throughout: Contact by phone, mail, fax, e-mail, newsletter, monthly statements, quarterly WealthTrust- Arizona report.* Estate document review procedures at this stage are informal. A relationship with Colby & Thornes, PLLC is not established unless a written legal services agreement is signed by the client and an attorney of the law firm.© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  32. 32. THANK YOU On Behalf of All of Us at Thank you© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.
  33. 33. DISCLOSURE PAGE Sample holdings are provided for illustrative purposes only. Individual portfolios will vary in holdings and in relation to others. Projections or other information generated regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not a guarantee of future results. Any assumptions used or shown are based on information that may be provided and reviewed by the Client. Those assumptions must be reconsidered on a frequent basis to ensure that results are adjusted accordingly since any alteration in assumptions can have a significant impact on projections. Any inaccurate or incomplete representation by the client of any facts or assumptions used herein will invalidate the projections. Actual results may also vary to a material degree due to external factors beyond the scope and control of the projections and assumptions in this Report. The law firm, Colby & Thornes, PLLC is not affiliated with WealthTrust-Arizona. Colby & Thornes are responsible for any and all legal work performed for clients of WealthTrust-Arizona. The professionals at WealthTrust-Arizona are not legal experts and cannot provide any legal advice or review of legal documents. Past performance is not indicative of future results. Market, economic and company specific conditions are considered during the investment selection process. This was a period of generally rising securities prices. The strategy reflects a diversified portfolio investing funds in multiple asset classes such as international, small capitalization companies, mid capitalization companies, large capitalization both value and growth, balanced funds and all capitalization funds Results include the reinvestment of income from dividends and interest.© 2011 WealthTrust AZ 8434 East Shea Boulevard Scottsdale, AZ 85260 (480) 483-7300. Non fee-based securities offered through Purshe Kaplan Sterling Investments, a registered broker-dealer of FINRA and SIPC. Please refer to disclosure page located at end of presentation.

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