Wealthstone Private Wealth Management is a fee-only, fiduciary Registered Investment Advisor led by Zak Gardezy, CFP®. The firm emphasizes integrity, client-first advice, cost-conscious service, and a personalized approach designed to connect financial security with clients’ broader goals. It serves corporate executives, business owners, medical professionals, affluent families, retirees, and successful young professionals.

Wealthstone offers comprehensive financial planning, portfolio analysis, and investment management, alongside services addressing retirement, estate and tax planning, risk management, asset protection, cash flow, concentrated stock positions, defined benefit plans, and business exit strategies. Clients can also seek a second opinion. The firm describes its work as tailored to each client’s financial and personal circumstances, with recurring reviews and ongoing communication. Its Money Minutes program provides weekly market recaps and the firm’s outlook, while Wealth:Unscripted is presented as a forthcoming series featuring accomplished individuals.

Client assets are held at Charles Schwab. Wealthstone offers meetings virtually, at its Scottsdale, Arizona office by appointment, or by traveling to clients.