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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

How to Plan Long-Term Care Before You Need It

Chad Winn |
Categories
Finance
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming overwhelmed in the event that you develop a chronic illness, disability or other condition. By planning your care now, you’ll be more likely to have greater control over significant decisions and remain comfortable as you get older. Here are some ways that you can...

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 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 a...

The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Chad Winn |
Categories
Finance
Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros. Active vs. Passive A key distinction for investors is whether you want a passive investment strategy or...

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