Dustin Suttle, CFP®, MBA Suttle Crossland Wealth Advisors, LLC
- 20715 North Pima Road, Ste 108, Scottsdale, AZ 85255
- (602) 834-3942
- https://www.suttlecrossland.com/
About Dustin Suttle, CFP®, MBA, CRPC®, AAMS®
Hi there! My name is Dustin, and I’m on a mission to make financial services accessible to as many people as possible.
When I joined this industry over 20 years ago, I was struck by how much people were forced to pay for investing and planning services. I know firsthand how transformative financial guidance can be, but I also watched as countless individuals and businesses were overcharged, hurting their ability to reach their goals in the long run.
I held firmly to my belief that low-cost financial planning would fill a critical need in the industry, so I built it myself. Suttle Crossland Wealth Advisors was born, and the rest is history!
Today, I devote my career to helping clients from all walks of life meet their financial goals. As a Certified Financial Planner™, Accredited Asset Management Specialist®, and Chartered Retirement Planning Counselor® with an MBA, I’m well positioned to guide clients through countless financial journeys and transitions. I treasure each client relationship, learning where my clients would like to go and how we can work together to make their dreams a reality.
Regardless of your specific situation, my goal is to provide you with the peace of mind to pursue and achieve your desired results. Life doesn’t always go as planned (in fact, it usually doesn’t!), and having a solid financial plan gives you a safety net for life’s many surprises. Together, we’ll prepare you for the road ahead–whatever it may bring.
My specific areas of expertise include portfolio construction, retirement planning, risk minimization, life transition events (career change, retirement, etc.), tax strategies, business ownership, and financial planning. I offer ongoing portfolio management and one-time financial plans depending on your unique needs and goals.
Outside of the finance world, I enjoy spending quality time with my fiancé, family, and friends. I’m also a proud member of the Phoenix Men’s Arts Council. In my spare time, you’ll often find me camping, hiking, volunteering in my community, or learning something new in a great book.
I welcome the opportunity to discuss your financial goals and how I can help you reach them. Let’s start a new chapter in your financial story!
Recently Published
Asset Location: A Tax Lens on Retirement Investing
May 31, 2023You’ve built a retirement nest egg by saving consistently and investing carefully. An asset allocation that allowed growth but gradually reduced risk as you got closer to retirement was probably part of the plan. But once you’re in retirement, your focus shifts a bit. The value of having accounts with differing tax statuses becomes apparent
Debt Deadlines, Defaults, and Downgrades
May 18, 2023The debt ceiling is making news again. Will Congress raise it? Will the U.S. make history by defaulting on our government debt? If it seems like this a story you’ve heard before, that’s because it is. Over the past decade, there have been seven occasions where we’ve seen negotiations (or lack thereof) over the debt
May Market Commentary: The End of a Fed Cycle?
May 10, 2023April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that some additional policy firming may be appropriate” for the Fed to achieve its 2% inflation goal.” This was conspicuously absent
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen Y/Millennials
- In Transition
- Investment Planning & Management
- Retirement Planning
Ways Advisor Charges
- Monthly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $100+/mo
- Hourly Fee: $285+/hr
- Assets Under Management: 0.55%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
