Wealth Management in Phoenix
Today’s plan for your future

I want to build and preserve my legacy

Think of us as the respected friend you call for investment, tax, or retirement advice. The choices made today will assure your family’s wealth for generations to come.

Investment Management

Asset Allocation and Investment Management

Through time-tested investment management strategies, we tailor our services to meet the individual needs of each client. We understand that every situation is different, therefore requiring a unique approach to pursue specific goals. We carefully and meticulously analyze our clients’ portfolios and discuss where they are and where they want to be. Our goal is to help get them there.

We will customize an investment allocation plan to fit your unique scenario by analyzing your objectives and risk tolerance, as well as your personal finances. Every client has a different investment objective they want to meet, and we understand it can be a hard decision trusting someone with your money. That is why we want to ensure that trust is there and understand your investments are in good hands.

Ongoing Management 

We don’t put your wealth into an allocation and then forget about it. We have a systematic approach to monitoring your investments so that we can minimize surprises and adjust for current markets.

Risk 

Are you taking more risk than you should?  We can help you to determine your Family Index Number: the individual rate of return you need to earn to help you achieve your goals and objectives.

Transparency

Once you’re a client, you’ll define how you want to be communicated with and how often.  Do you want in-person meetings, or are you more comfortable with phone calls or emails?  You’ll have access to your accounts through our portal to see not only account values, but also holdings and transactions. 

Education

Education is the key to transparency and we want to help you understand our investment process and strategies because these important financial decisions directly impact your life.  We’ll take the time needed to make sure you not only understand but are comfortable with our investment recommendations.

We will sit down with you and walk you through every possible option that we see as a good fit for your situation, and we won’t let you make any moves until you are 100% confident in the decision.

At the end of the day, the decision is yours to make. We are just here to make it easier for you.

Call us for your consultation today at 623.869.7222