Alex Akers, CFP - Signature Wealth Concepts

Alex Akers, CFP - Signature Wealth Concepts Serving clients in my home state of AZ and the West Valley to help define their financial goals. Equal Opportunity Employer – M/F/D/V.

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solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements. Important Information & Disclosures: http://bit.ly/2f98X9d

Signature Wealth Concepts is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

What an incredible Saturday out at Phoenix Raceway!  Our team spent the day taking in the excitement of Indy Car and NAS...
03/10/2026

What an incredible Saturday out at Phoenix Raceway! Our team spent the day taking in the excitement of Indy Car and NASCAR racing. Always enjoy sharing my passion for motorsports with others.

One of my goals that got accomplished in 2025. The Retirement Income Certified Professional® (RICP®) designation from Th...
02/23/2026

One of my goals that got accomplished in 2025. The Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services is a specialized, high-level credential for financial advisors focused on retirement income planning, such as retirement cash flow, taxes, and risk management.

Our team kicked off the new year at The Picklr in Scottsdale. We spent the day mapping out our goals for 2026 and wrappe...
02/05/2026

Our team kicked off the new year at The Picklr in Scottsdale. We spent the day mapping out our goals for 2026 and wrapped things up with some fun on the courts playing pickleball. Personally, I'm still learning this sport one game at a time and amazing to see the following it has.

The Hunter Family live in my neighborhood and these three amazing sisters created a non-profit, Three Sisters Give, whic...
01/22/2026

The Hunter Family live in my neighborhood and these three amazing sisters created a non-profit, Three Sisters Give, which provide fundraisers and assist families that are going through childhood cancer. The youngest sister, Carson, is a cancer survivor herself. A few examples of what they provide are gifts for siblings going through the challenging time, Door Dash gift cards for the families, and toys for childhood cancer patients. They also coordinate and bring together teens in their community for volunteer events at assisted living facilities.

As we welcome August, it's also a time when many families and educators are preparing for the new school year. Invest in...
07/31/2025

As we welcome August, it's also a time when many families and educators are preparing for the new school year. Invest in your financial well-being this school year. For new teachers, enrolling in a retirement plan can help you achieve the retirement you deserve. I'm here to help you get back-to-school ready.

Fireworks have been a standing American tradition for centuries, even appearing at the first celebration of the country’...
07/02/2025

Fireworks have been a standing American tradition for centuries, even appearing at the first celebration of the country’s independence. Below are some Arizona locations hosting 4th of July celebrations!

EARTH DAY 2025 - Andy Warhol once said "Land really is the best art". Today is about raising awareness about environment...
04/22/2025

EARTH DAY 2025 - Andy Warhol once said "Land really is the best art". Today is about raising awareness about environmental issues, encouraging others to take action to protect, and promote sustainable practices. It serves as a reminder of our collective responsibility to safeguard the Earth's natural resources for future generations to enjoy.

Warren Buffett once said that it's wise for investors “to be fearful when others are greedy and to be greedy only when o...
04/08/2025

Warren Buffett once said that it's wise for investors “to be fearful when others are greedy and to be greedy only when others are fearful.” Markets have seen increased volatility lately and I'm available to help make sense of it, provide strategies to help whether these storms, and take advantage of the situation. Reach out to me for a complimentary review.

When facing the loss of a loved one, finding the right support and resources is crucial for navigating the emotional and...
03/28/2025

When facing the loss of a loved one, finding the right support and resources is crucial for navigating the emotional and practical challenges that arise. Our team provides compassionate guidance and comprehensive support during this difficult time.

Click below to view resources on our website to help when you lose a loved one and feel free to reach out with any questions.

https://www.signaturewealthconcepts.com/literature/when-you-lose-loved-one-resources?fbclid=IwZXh0bgNhZW0CMTAAAR06ujsYJMO6rjHSEEK5B907WIJQcI02QqsC9Eh-rcj8xaIkebkLE3yq1iQ_aem_VLLulbBACnr22A1xmXn_tg

REGARDING MARKET VOLATILITY--Investing in the financial market can sometimes feel like sailing through unpredictable sea...
03/11/2025

REGARDING MARKET VOLATILITY--

Investing in the financial market can sometimes feel like sailing through unpredictable seas, especially during times of market stress and volatility. The waves of market uncertainty can make even the most seasoned investors uneasy. Volatility in the market is normal. It happens historically multiple times per year.

Evolving economic policy changes, geopolitical tensions, and economic uncertainty have led to an increase in market volatility in recent days. I understand that many people have questions or concerns about how this might impact your financial plans and investments, therefore I wanted to acknowledge this time and reinforce my commitment to support you.

In the midst of periodic market storms, it is crucial to keep your eyes on your long-term goals. Successful investors tune out that noise and remember that successful investing is a journey, not a destination. It's important to remember that past performance does not guarantee future results. Stock prices will fluctuate as market conditions change. But if you are getting anxious, please don’t hesitate to reach out to me.

I encourage you to join our 15-minute fireside chat this Friday, March 14 at 3:30pm to stay informed. Hear from Signature Wealth Concepts advisor Jon Rankin who will be delivering a recap of the financial market, keeping you up-to-date on the latest data, trends, volatility, and relevant information from the week. Click below for details.

https://www.signaturewealthconcepts.com/events-01/weekly-fireside-chat-330pm-az-time-mst?fbclid=IwZXh0bgNhZW0CMTAAAR06EnteymOMgyTD-gENGdiU6nf2wKBO9i_e2BzRNKAGVKunfsYpVKXkzLY_aem_bJh3F-kqR8nlU0TNErP41w

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Scottsdale, AZ
85254

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