Ultra Financial Partners

Ultra Financial Partners is a full-service financial advisory firm with its main office in Scottsdale, Arizona. The firm specializes in retirement planning, investment management, and wealth preservation for a clientele that includes families, physicians, and business owners.

The company was founded by Michael Roasa, who serves as CEO and brings over 40 years of experience in the life insurance and financial planning industries. The leadership team also includes President Logan Varela and Director of Financial Planning Hugo Meraz. Ultra Financial Partners operates as a Registered Investment Adviser in Arizona and California and, as of its latest Form ADV filing, reported $95,407,878 in regulatory assets under management across 161 clients.

The firm's business model is centered on providing personalized financial plans and customized portfolios. They utilize a proprietary investment philosophy called the "ULTRA Financial U-PRINT," which combines traditional portfolios with alternative investment opportunities, such as private equity, real estate, and energy, typically reserved for institutional investors. This approach aims to deliver tax-efficient, risk-managed solutions with lower correlation to traditional markets. Services include comprehensive financial planning, investment management, wealth accumulation, estate and legacy planning, retirement income strategies, and business planning.

Keywords: wealth management, financial planning, investment management, retirement planning, accredited investors, alternative investments, wealth preservation, estate planning, private equity, risk management, legacy planning, asset management, Scottsdale financial advisor, family office services, tax-efficient investing, high-net-worth individuals, business owner financial services, physician financial planning, customized portfolios, IRA solutions