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Tucson

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Years of experience have prepared us to guide you through your life transitions.

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How You Get There

We believe values matter, and we live by ours every day.

Client Centered

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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Our Team

Chad Winn

Director

For more than twenty years I've been helping my clients develop strategies for pursuing their financial goals. I hold...

Parker Winn

Wealth Manager

Parker was born and raised in Tucson and is a third generation Salpointe graduate. He graduated from Salpointe in 2015...

Lupita Hi-O'Connell

Wealth Manager

Lupita Hi-O’Connell earned her degree in Accounting from University Autonomous of Tamaulipas, Mexico. She also attended...

Glenda Torres

Practice Manager

As Practice Manager, Glenda’s role is concentrating on efficient functioning of the operational aspects of the office...

Tavia Paine

Community Engagement Manager

Tavia was born in Texas and moved to Arizona. She earned her Business Associates Degree at Pima Community College and...

Latest Blogs

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Chad Winn |
Categories
Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision to take out a reverse mortgage on your home.

Understanding Exchange-Traded Funds

Chad Winn |
Categories
Finance
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds. Here are some key things to know about ETFs before investing. ETF Basics Exchange-traded funds are baskets of securities—stocks, bonds, commodities or...

How to Finance Your Dream Car

Chad Winn |
Categories
Finance
Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something practical for your everyday commute, errands and travel, you probably have dreams of driving a car that’s fun, sporty and luxurious. Owning an expensive luxury or exotic vehicle may seem out of reach, but there are financial options available to make your dream a reality. Here are some...

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