Press Releases
09-17-09
Harris on the move – acquires Stoker Ostler Wealth Advisors, the largest independent advisory firm in the Phoenix area
Harris Private Bank announced today that it has acquired Stoker Ostler Wealth Advisors. Stoker Ostler is one of Arizona’s leading wealth management firms and will significantly expand Harris’ operations in the state, as well as add a presence in Salt Lake City, Utah.
12-11-08
What is the Value of a Financial Advising Firm?
The “do-it-yourself” method has become the new mantra for a multitude of tough tasks like home renovation, auto care, and landscaping. Yet when it comes to your finances, should you rely on your own knowledge, or seek the aid of a professional?
10-22-08
Stoker Ostler Wealth Advisors' Founding Partner Honored by Worth Magazine
Stoker Ostler Wealth Advisors is pleased to announce that founding partner, Phil Stoker, has been ranked among the Top 250 Wealth Advisors by Worth Magazine...
10-15-08
What School Doesn't Teach You About Your Financial Future
Graduating from college is one of the most important stepping stones in life. As you transition from struggling student to ambitious career person, you rely heavily on the things you learned, studied and tested. But, perhaps one lesson that you never learned in school is financial literacy...
10-08-08
Stoker Ostler Wealth Advisors Earns National Recognition Among Inc. 5000
Phil Stoker and Creg Ostler, managing partners of Stoker Ostler Wealth Advisors, announced today that the firm has, for the second year in a row, been nationally ranked by the prestigious Inc. magazine, as one of the Inc. 5000 - Fastest Growing Private Companies...
10-01-08
Is Your Money Safe?
With the recent upheaval in the financial markets, including the failure of IndyMac and other banks, more and more people are concerned about the safety of the money they have...
09-17-08
Women and Wealth: What Every Woman Should Know
What makes women different from men? The answer is – a lot. But perhaps the most significant difference is a woman’s financial situation throughout her lifetime...
09-15-08
Stoker Ostler Wealth Advisors Announces New Partner
Phil Stoker and Creg Ostler, managing partners of Stoker Ostler Wealth Advisors, are pleased to announce the election to partner of Michelle Decker...
07-01-08
Who Says Real Estate is a Bad Investment?
While the media is rife with stories of the real estate market downturn, there are some silver linings that could work in your favor...
06-23-08
Experts in Women's Financial Issues Joins Stoker Ostler Wealth Advisors
Phil Stoker and Creg Ostler, co-managing partners of Stoker Ostler Wealth Advisors, are pleased to welcome Kimberly Bridges as a senior financial planner...
04-08-08
Stoker Ostler Wealth Advisors Welcomes New Investment Assistant
Phil Stoker and Creg Ostler, co-managing partners of Stoker Ostler Wealth Advisors, are pleased to announce the addition of Ena Dashi as an investment assistant...
02-28-08
Stoker Ostler Wealth Advisors Announces New Investment Assistant
Phil Stoker and Creg Ostler, co-managing partners of Stoker Ostler Wealth Advisors, are pleased to announce the addition of Ena Dashi as a new investment assistant...
02-19-08
Riding the Market Waves
Have you ever noticed that in advertisements, magazines, and on financial news shows there are always gurus who “know” how to beat the market? They show fantastic gains for a few years and they sound like they really know what is going to happen in the future. Then they quietly disappear from the news...
11-19-07
Tidying up your "Financial House"
Start the New Year fresh by doing some financial “housekeeping.” Whether you are just starting a family or a career, or your family is grown and you’re getting ready for retirement, an annual review of your total financial picture will help you achieve your financial goals...
10-22-07
Stoker Ostler Wealth Advisors Supports Finding a Cure
For Megan Groom, a little inspiration and a good pair of tennis shoes can go a long way, literally. After realizing just how many people are affected by breast cancer, Groom made a commitment to do whatever she could to support finding a cure for breast cancer. She will travel to Arizona later this month to participate in the Breast Cancer 3-Day, benefiting Susan G. Komen for the Cure, where she will walk 60 miles to raise awareness...
10-03-07
Stoker Ostler Earns National Recognition Among Inc. 5000 - Fastest Growing Private Companies
Phil Stoker and Creg Ostler, managing partners of Stoker Ostler Wealth Advisors (formerly Private Wealth Management), announced today that the firm has been nationally ranked by the prestigious Inc. magazine, as one of the Inc. 5000 - Fastest Growing Private Companies and was the only wealth advisory firm ranked in the top 50 fastest growing companies in the Phoenix-metro area...
09-27-07
A Balancing Act for Your Investments
All around you are things that need to be balanced – the tires on your car, a load of towels in the washing machine, your checkbook. Taking a few minutes periodically to make sure they are balanced is important...
08-27-07
Stoker Ostler Wealth Advisors Hires New Administrative Assistant
Phil Stoker and Creg Ostler, co-managing partners of Stoker Ostler Wealth Advisors, are pleased to announce
the addition of Suzanne Bothe to assist in daily executive tasks as an administrative assistant...
08-21-07
Stoker Ostler Wealth Advisors Hires New Sales and Marketing Coordinator
Phil Stoker and Creg Ostler, co-managing partners of Stoker Ostler Wealth Advisors, are pleased to announce the addition of Syreeta Harris as the sales and marketing coordinator...
07-24-07
Stoker Ostler Wealth Advisors Nationally Ranked In Top 200 by Wealth Manager Magazine
Phil Stoker and Creg Ostler, managing partners of Stoker Ostler Wealth Advisors (formerly Private Wealth Management), announced today that the firm has been named to the prestigious list of top wealth management firms in the country.
06-13-07
Do You Need a Financial Advisor?
When it comes to your finances, should you rely on your own knowledge, or seek the aid of a professional?
05-17-07
Managing Partner of Stoker Ostler Wealth Advisors Elected to Schwab Institutional Advisory Board
Phil Stoker, co-managing partner and co-founder of Stoker Ostler Wealth Advisors, to serve two-year term...
05-01-07
New Partners Announcement
Phil Stoker and Creg Ostler, managing partners of Stoker Ostler Wealth Advisors, are pleased to announce...
04-25-07
Name Change Announcement
Phil Stoker and Creg Ostler, managing partners of Private Wealth Management, announced today that the fee-only wealth management firm...
03-08-07
Private Wealth Management New Client
Cheryl Walsh, founder and president of WalshCOMM, is pleased to announce that Arizona-based Private Wealth Management has hired the firm...