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Greg Stott

Approach Capital Partners

Mesa & Scottsdale
4320 East Brown Road Ste 112

Mesa, AZ 85205
(480) 9939733

About Approach Capital Partners

We manage our client's wealth through a continuous cycle of planning, implementation, evaluation and transitioning as market conditions and personal priorities dictate.

We work with our clients to prioritize investment needs and build a plan to meet your needs and wants.

Implementation is critical to success. Low cost, tax efficient strategies are part of our recommendations for success.

On a regular basis, we meet with our clients to confirm their investments are actually performing as outlined. Preserving and protecting your wealth is our primary responsibility.

As you move through life's different stages, our plan evolves with your priorities.

We look forward to working with you and appreciate your consideration.

General Information

Firm Start Year

2018

No.of Employees

2-4

CRD#

4518393

Firm CRD#

291807

Name of Custodial Firm

Charles Schwab and TD Ameritrade

States Licensed in

Arizona, Texas, California, Utah

Years of Experience in Financial Services

20+

Number of Years with Current Firm

1

I work with the following types of clients

Individual Investors

Services

Investment Types

Mortgages & Real Estate, Stocks, Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Bonds, Mutual Funds

I can meet clients in the following ways

At my office, At your home, At your office, Via phone, Via email, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

No

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Masters of Business Administration

Securities Licenses

Series 66

Financial Organization Memberships

East Valley Estate Planning Association

Non-Financial Organization Memberships

Boy Scouts of America

Firm Information

Firm's Number of Clients

40+

Firm's Number of Planning Clients

40+

Firm's Number of Managed Clients

40+

Assets Managed by Firm

$40,000,000+

Assets Managed by Advisor

$40,000,000+

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

100K and up

Compensation Methods

Based on Assets

Education

Masters of Business Administration - Finance

University of Minnesota
9/1/1994 - 6/1/1996

Bachelor of Science -

Brigham Young University
9/1/1988 - 6/1/1996

Disclosures

https://www.approachcp.com

Disclaimer

Any advice included in Approach Capital Partners website is general advice only and is based solely on consideration of the investment or trading merits of the financial products alone, without taking into account the investment objectives, financial situation or particular needs (i.e. financial circumstances) of any particular person. Before making an investment or trading decision based on this advice the recipient should carefully consider the appropriateness of the advice in light of their financial circumstances and should carefully review PDS of the relevant financial product.