Wealth Management in Phoenix, Arizona
There's a version of this business built around growth targets - more clients per advisor, more assets per quarter, junior staff absorbing the overflow. It works fine as a business model. It just doesn't produce the kind of advice we want to give.
So we stayed small. Every plan is built from scratch. Every client works directly with the people who built it. If you call, someone who knows your situation answers.
Who we serve across the Phoenix metro
Families with $1 million or more in investable assets, generally retired or approaching it. Business owners planning an exit. Executives with concentrated stock. Widows and widowers taking over financial decisions they didn't previously handle. Seasonal residents managing two states. Phoenix wealth tends to be self-made and recent, which means a lot of it was built without a plan attached. Our job is usually to organize what already exists before adding anything to it.
Services
Retirement income planning. Social Security, RMDs, Roth conversion strategy, and tax-efficient withdrawal sequencing.
Investment management. Fee-only and fiduciary. We don't sell products.
Tax planning. Coordinated directly with your CPA.
Estate and legacy planning. Beneficiaries, trusts, and the conversations that make the documents actually work.
Snowbird and dual-state planning. Arizona domicile, multi-state tax coordination, cross-state estate alignment.
Family financial education. Bringing the next generation in early.
Areas we serve
Central Phoenix, Arcadia, Biltmore, North Central, Camelback East, Ahwatukee, Desert Ridge, and Paradise Valley - plus Scottsdale, Tempe, Chandler, Mesa, and Gilbert. We also work with clients across Arizona and seasonal residents who spend part of the year out of state.
Start with a conversation
A complimentary 30-minute call. We listen, you ask whatever you want, and we tell you honestly whether we're a fit. If we're not, we'll point you somewhere better. If we move forward, you get a written plan tailored to you. It's yours to keep either way.
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Fee structures vary widely. We're fee-only, which means our compensation comes from our clients and nowhere else - no commissions, no product revenue, no revenue sharing. Our specific fee schedule is in our Form ADV, and we'll walk you through it on our first call rather than making you dig for it.
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No. We meet at our Tempe office, at satellite locations around the valley,
or virtually. Many of our clients - particularly seasonal residents - work with us entirely remotely and have for years.
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The titles are used loosely and neither is regulated as a term. What matters more: whether the person is a fiduciary, how they're compensated, and whether their work covers your whole picture or just your portfolio. Ask those three questions of anyone you interview, including us.
Phoenix is a big place, and most of the wealth management here is done by firms big enough to match it. We went the other direction. Five advisors, one office on Mill Avenue, and a client list we've kept deliberately short.