NetworkยทFamily Office

Degreen Private Wealth, LLC

Unclaimed

๐Ÿ“ SCOTTSDALE, AZ

Family Officetechnology
www.degreenprivatewealth.com โ†—

SEC CRD #801-130724

About

Investment Management Financial Planning | Scottsdale Contact Us Secure Files Drop Contact Us Phone: (480) 771-7000 Fax: 813.464.7638 Email: info@cirruscapital.net Your Wealth. Your Life. Your Future . Get Started Today Diversified Investment Management We build globally diversified, low-cost portfolios using exchange-traded funds (ETFs) and evidence-based investment strategies. Comprehensive Financial Planning From retirement income strategies to major financial decisions, we provide comprehensive guidance tailored to your goals. Efficient Portfolio Management We don t chase fads or trends. Our approach is focused on long-term results, tax efficiency, and cost-effective management. Your Money Should Work for You Not the Other Way Around. At DeGreen Private Wealth, we re in the people business. That means we don t just manage investments we build relationships. Your financial success isn t just about numbers on a page. It s about making confident decisions, securing your future, and maximizing the life you ve worked hard to build. As an independent, fee-o nly fiduciary investment advisor in Scottsdale, AZ, we provide unbiased, strategic wealth management tailored to high-net-worth individuals, families, and business owners. No commissions. No conflicts of interest. Just smart, tax-efficient, opportunity-driven investing built around your goals. More About Our Services The quickest way to double your money is to fold it in half and put it back in your pocket. Will Rogers A bud

Key Contact

SD

SAM DEGREEN

CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (440) 409-6352

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Geographic Focus

scottsdalearizona
โ„น

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AUM

$133M

Location

SCOTTSDALE, AZ

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