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Providing independent, compassionate financial advice and thoughtful, tax-efficient portfolio management.

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LOCATION:

Anthea Wealth Management
16220 N. Scottsdale Road, Suite 300
Scottsdale, Arizona 85254

PHONE NUMBERS:

Laura: 623.253.6189
Victoria: 623.253.6190
Melissa: 480.334.0495

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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states/jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Investment advisory services offered through PFG Advisors, LLC, an SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC, through Melissa Greenwood. Insurance products offered through approved carriers. Anthea Wealth Management, PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies.

Broker/Dealer Information:

Melissa Greenwood is registered to conduct securities business in Arizona. This communication is strictly intended for individuals residing in Arizona. No offers by Melissa Greenwood may be made or accepted from outside the state listed.

Melissa Greenwood is licensed to offer insurance products in Arizona. Insurance-related services may not be provided to individuals residing in states in which she is not properly licensed.

Laura Boldt and Victoria Yazzie are not affiliated with United Planners Financial Services.

A broker-dealer, investment adviser, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by Melissa Greenwood that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Important Documents:

PFG Advisors, LLC
3200 N. Central Ave., Suite 200
Phoenix, Arizona 85012

General Information:

Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.
Check the background of your financial professional on FINRA BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do Not Sell My Personal Information

All testimonials on this website are unpaid and unsolicited client testimonials. All clients have had a financial relationship with advisor for over 12 months and are providing their personal opinion. This may present a conflict of interest as each particular client’s testimonial may or may not be the same as another client’s experience. This conflict is mitigated by our financial advisor’s fiduciary duty to tailor each client’s investment objectives to each individual client’s own financial situation. A client testimonial does not guarantee future investment success and should not be indicative that any client or prospective client will experience the same or a higher level of investment performance. Past performance is not indicative of future results.