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Welcome to Clear Direction

We are an Asset Management firm in Scottsdale, Arizona serving high net worth individuals and families as well as partnerships and corporations with sophisticated investment needs.

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602-889-6500

8390 E. Via de Ventura
Suite F-205
Scottsdale, AZ 85258

Latest Articles

DST 1031 Exchange: Landlord Style Assets Without the Landlord Hassle

Feb 26, 2020

The IRS refined and created the 1031 internal revenue code decades ago but within the past 20 years a Delaware Statutory Trust (DST) fund gave people another option to defer their taxes. When selling a business or investment property there may be large gains made on...

Opportunity Zone Investing

Jan 29, 2019

Opportunity Zones are areas of the United States, certified by the US Treasury and the IRS, which exist for investors to receive preferential tax treatment in exchange for investing long term in areas designated by the governors of each state. With specialized...

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FINRA BrokerCheck is an important tool for investors to use to help them make informed choices about the individuals and firms with which they conduct business. 

Randall B. Stoltz offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance provided through Stoltz Financial Partners, LLC of which is independent of CIS and CAM. CIS and CAM are also independent of the Campus Advisers and Alliance companies listed herein. All entities do not offer tax or legal advice. Please consult with the appropriate professional regarding your individual circumstance.

This site, including videos and material, is for informational purposes only and does not constitute an offer to buy or sell any investment. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments which include, but not limited to, illiquidity, loss of entire principal, declining market values, and tenant vacancies and may be offered only to clients who meet specific suitability requirements, including minimum income & net worth parameters. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor.  

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed.

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