TFO Phoenix President Scott Horn was recently featured in the Phoenix Business Journal’s Wealth Management Table of Experts. Scott participated in a panel discussion alongside other local advisors and addressed topics such as what to consider when choosing a financial advisor, how to prepare younger generations for inheriting wealth and the importance of Connecting Wealth and Purpose®.
TFO Phoenix, Inc. is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
This article is a publication of Phoenix Business Journal. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.
Projections, plans, and strategies are based on assumptions that may not come to pass.
Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.
Tax information provided is general in nature. It is provided for informational purposes only, and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
Third-party rankings from Barron’s, for example, are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Generally, rankings are based on information prepared and submitted by the adviser. The Barron’s rankings are based on the volume of assets managed by advisers and their teams, revenues generated, and the quality of the advisers’ practices. The quality of practice component of the ranking includes regulatory record, length of time in the industry, charitable and philanthropic work, and other factors. Investment performance is not an explicit criterion, because clients’ investment goals differ.