Get in Touch
Schedule a Consultation with WealthBound Advisors
The first step is a 20-minute intro call. No pressure, no pitch—just a candid conversation about your situation and whether we can help.
What to expect
- •We'll ask about your income, equity, and key financial questions
- •We'll share how we might approach your situation
- •We'll be honest if we're not the right fit
- •No obligation, no follow-up spam
This call is not a sales pitch. It's a conversation to see whether working together makes sense.
Want to learn about our approach first? See our process →
Schedule Your Intro Call
Choose a time that works for you. All conversations are held via video call.
Prefer email? Reach out directly and we'll respond within one business day.
Other ways to reach us
Phone
(949) 275-7062Location
Scottsdale, Arizona
Serving clients virtually nationwide