William Cerynik

09/12/2024

Future Proof Festival update!

Our very own Cary Carbonaro will be speaking on September 17. Stop in to hear how women are shaping the financial landscape.

*Ashton Thomas Private Wealth is not affiliated with Future Proof Festival or any of its affiliates.

08/12/2024

Welcome, Cary and Rich!

Ashton Thomas extends a warm welcome to Cary Carbonaro, CFP® Professional, MBA. Cary joins the firm as a Managing Wealth Advisor and will also serve as Women and Wealth Ambassador on behalf of Ashton Thomas. Also joining the firm as part of Cary’s practice is Rich Westhelle, CFP® Professional, Senior Wealth Advisor.

For much of her extensive career in wealth management, Cary has been a tireless advocate for women's financial wellness and empowerment. From media appearances to authorship to philanthropy, she continues to dedicate her life to uplifting women within the wealth advice industry and educating women of all walks of life on pursuing financial strength and independence.

Cary is a CFP Board Ambassador, a member of the NASDAQ Global Index US Advisor Council, and a six-time member of the Investopedia Top 100 Financial Advisors list.

Welcome to Ashton Thomas, Cary. It is genuinely an honor to have you as part of our team!

08/09/2024

Ashton Thomas extends a warm welcome to Cary Carbonaro, CFP® Professional, MBA. Cary joins the firm as a Managing Wealth Advisor and will also serve as Women and Wealth Ambassador on behalf of Ashton Thomas. Also joining the firm as part of Cary’s practice is Rich Westhelle, CFP® Professional, Senior Wealth Advisor.

For much of her extensive career in wealth management, Cary has been a tireless advocate for women's financial wellness and empowerment. From media appearances to authorship to philanthropy, she continues to dedicate her life to uplifting women within the wealth advice industry and educating women of all walks of life on pursuing financial strength and independence.

Cary is a CFP Board Ambassador, a member of the NASDAQ Global Index US Advisor Council, and a six-time member of the Investopedia Top 100 Financial Advisors list.

Welcome to Ashton Thomas, Cary. It is genuinely an honor to have you as part of our team!

05/08/2024

We are honored to be named one of Statista’s “Best Financial Advisory Firms of 2024"!

04/06/2024

With our continued growth at Ashton Thomas Private Wealth, we have moved to a more expansive headquarters office location. We are now based at 8605 E. Raintree Drive, Suite 280 in Scottdale, Arizona. Our phone number will remain the same: 602-732-4745.

03/06/2024

Effective client collaboration relies on clear, concise reporting.

Our performance and client reports help advisors better communicate trends and insights.

With a robust digital platform, you can monitor your total book of business, and generate individual, customized client performance reports, including performance, holdings, balances, realized and unrealized gains/losses, activity and drift.

Start collaborating more effectively with tech built with advisors in mind.

03/04/2024

What if wealth management meant more than just numbers on a balance sheet?

At Ashton Thomas, we want to think differently about wealth management, challenge the status quo and constantly push for reinvention.

Our commitment to independence, integrity, and respect is the heartbeat of our approach.

03/01/2024

We're celebrating trailblazers and pioneers!

March is Women's History Month, a time to honor the courage, resilience, and achievements of women throughout history.

Let's remember the past, celebrate the present, and empower the future!

02/29/2024

Last night, Ashton Thomas Private Wealth had the privilege of attending the Annual CFA Dinner, and what an incredible evening it was! From insightful discussions to connecting with industry leaders, it was truly an enriching experience. We're grateful for the opportunity to learn and network in such a vibrant community. Here's to more moments of growth and camaraderie!

02/22/2024

What is financial planning?

At its most basic, financial planning is a response to fundamental human needs.

At its pinnacle, genuine financial planning can offer fresh perspectives and dynamics, revitalizing your financial journey.

At Ashton Thomas, collaboration serves as our guiding principle, recognizing that optimal outcomes emerge from continuous interaction with you. We approach each facet of your financial landscape as a distinct puzzle because we know every one of our clients has a unique set of needs.

Our approach unites a diverse team from across the financial services sector, fostering innovative solutions.

This approach results in a wealth blueprint that functions measurably beyond our clients’ expectations.

02/21/2024

Did you purchase a hybrid car in the last year? Or made energy-saving improvements to your home?

Some expenses could qualify you for a tax deduction, lowering your tax bill and helping you keep more of your money in your pocket.

If you haven’t already, schedule some time with your advisor this tax season to talk through any deductions you should have on your radar.

02/19/2024

In honor of Presidents Day, Ashton Thomas Private Wealth will be closed on Monday, February 19, 2024.

We'll be back on Tuesday, February 20, 2024, ready to assist you.