Scottsdale, Arizona

Welcome to the Scottsdale, Arizona branch of Trek Wealth Solutions— where desert beauty meets urban sophistication. Nestled in the heart of the Sonoran Desert, Scottsdale is a vibrant city known for its stunning natural landscapes, world-class resorts, and thriving arts and culture scene. Our offices are located at 7047 E Greenway Parkway (Suite 250), across the street from the Kierland Commons.

Your Scottsdale, AZ Financial Advisor

Full biography

Kaitlyn Laney, CFP®️

Financial Advisor
Scottsdale, AZ

Kaitlyn Laney is a dedicated Certified Financial Planner serving Greater Scottsdale, Arizona. She emphasizes taking action and avoiding procrastination when advising the individuals, families and small business owners she works with. With more than a decade of experience, she has put countless clients in what she calls “the financial front seat,” – helping them to enjoy their life while ensuring their retirement and legacy are protected.

Scottsdale, AZ Investment Services

Why Choose Trek Wealth?

Proven Track Record: Our financial advisors have a history of delivering results and helping clients achieve their financial goals.

Client-Centric Approach: Your financial well-being is our top priority. We take the time to
understand your unique financial situation and work with you to develop a plan that fits your needs.

Continuous Support: We’re here for you every step of the way. Whether you have questions
about your investments, need to adjust your financial plan, or want to explore new
opportunities, we’re just a phone call away.

Local Expertise

As a trusted financial advisor in Scottsdale, we understand the unique financial landscape of the area. We're well-versed in the local market and can help you make informed decisions.

Investment Management

We offer portfolio review and analysis and risk-appropriate investments.

Retirement Planning

We are the team to turn to for planning a retirement that provides peace of mind.

Corporate Retirement Plans

We partner with your management team to administer and manage retirement and 401K plans that support the needs of both your institution and your workforce to maximize tax efficiencies.

Tax Planning

We examine opportunities to reduce tax impact in current and future years. Tax laws continually change making on-going planning necessary.

Financial Planning

We provide budgeting and cash flow analysis.

Risk Management

We guide our clients in developing contingency plans to be financially prepared for the unexpected.

Contact Our Scottsdale Financial Advisor:

Ready to take control of your financial future? Schedule a meeting with our Scottsdale financial advisor today to setup a consultation. We're dedicated to helping you achieve financial success and peace of mind. Read more about Kaitlyn Laney, CFP.®

Book a Meeting

7047 E Greenway Parkway
Suite 250
Scottsdale, AZ 85254
(510) 676-7044
kaitlyn@mytrekwealth.com
Monday – Friday 9am – 5pm

Life is an incredible journey. Let's plan for it today.

Let's Connect
Trek Wealth Solutions Logo
Facebook Instagram Linkedin

About

Trek Wealth’s mission is to provide balanced financial solutions that empower people to do more, go further and appreciate life’s journey. For those looking to prepare for retirement while enjoying life’s experiences along the way, Trek Wealth paves the path for doing both — crafting well-planned portfolios with room for what matters most.
Disclosures
Facebook Linkedin
Advisory services offered through Sowell Management, a Registered Investment Advisor. Trek Wealth Solutions is a division of Sowell Management. Additional information about Sowell Management (CRD# 127145/SEC# 801-63991) is available on the SEC’s website or FINRA’s BrokerCheck.®

Contact Information

  • Toll free: 844-744-TREK
  • 5320 Northshore Drive,
    North Little Rock, Arkansas 72118
    501-333-9030
  • 903 N. 47th Street, Suite 101
    Rogers, AR 72756
    479-335-5102
  • 7047 E Greenway Pkwy, Suite 250
    Scottsdale, AZ 85254
    480-602-3665