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2019 Wealth Advisor Forum

The Wealth Advisor Forum is designed to provide insight, effective strategies, and real-world tools to help financial professionals distinguish themselves among those who serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This event features the right mix of up-to-date academic, practitioner, and industry expertise that you won’t want to miss.

Hotel Information
Fairmont Scottsdale Princess
7575 East Princess Drive
Scottsdale, AZ 85255
+1 480-585-4848


Hotel Reservations

The Investments & Wealth Institute has reserved a block of rooms at the Fairmont Scottsdale Princess at the special group rate of $309 single/double per night. This rate includes complimentary in-room internet and access to the Fitness Center.
Make your reservation now or call 1-800-344-4758 and reference Institute. The special rate is available through September 27, 2019 and available on a first-come, first-served basis, so early reservations are recommended.
Booking a room in the Institute’s room block is an important way to support the association and keep overall meeting costs as low as possible. Investments & Wealth Institute commits to a block of rooms at select hotels on behalf of conference attendees and has a financial obligation to fill these blocks. Please help us avoid potential penalties and control costs for future events by staying at the official hotel. Staying within the block is also more convenient and helps you stay connected with the informal activities and networking opportunities that occur at these sites during the conference. If you are required to reserve a room through your company’s travel department, please forward the booking link to them so that you can reserve a room in the Institute’s room block.

Please note that conference attendees who do not make their reservations within the Investments & Wealth Institute’s room block may not receive the same discounted rate or benefits.

Location and Transportation

The Fairmont Scottsdale Princess is set amid the Sonoran Desert and is serviced by the Phoenix Sky Harbor International Airport. Getting to the resort from the airport is easy with many options:
  • Taxi service is available (30-minute car ride) and is approximately $60 each way.
  • Shuttle service is available through SuperShuttle.
  • Shared ride services such as Uber and Lyft operate from the airport.
Self-parking is available at the Fairmont Scottsdale Princess to overnight guests and local attendees at a discounted rate of $7.50 per night. Valet parking is also available for $24 per night with in-and-out privileges. 

Please be advised: The Investments & Wealth Institute has received reports that unofficial housing services have been contacting exhibitors and attendees claiming to be a partner with the Institute to provide housing services. Be aware that the Institute has not contracted with these organizations and does not endorse, support, nor warrant their services. The only recommended ways to book your hotel for the upcoming event are outlined above. In the event that you book your hotel room outside the normal Institute housing block, we will not be able to assist you if your room is unavailable or the “provider” turns out to be a scammer.