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...

Aislinn Miller

Practice Manager

Aislinn was born and raised in Tucson, AZ, graduating from Catalina Magnet High School in 2008. She has received her...

Georgie Argumedo

Community Engagement Representative

Georgie was born and raised in Tucson, AZ and graduated from Tanque Verde High School in 2016. She went on to receive...

Isai Breton Jr

Administrative Associate Intern

Isai Breton was born and raised in Tucson, Arizona. He is currently attending the University of Arizona, pursuing a...

Tavia Paine

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

Latest Blogs

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Charitable Giving: How Your Gift Gives Back in Tax Deductions

Chad Winn |
Categories
Finance
Tax Planning
There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. While you may have altruistic reasons for donating to a charity that you support, there can also be tax benefits that come...

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