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.

blooming cacti

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

Director

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

Wealth Manager

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

Client Engagement Representative
Glenda started her career path in her senior year of high school and has worked in the administrative field since then...
Practice Manager

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

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...

Administrative Associate Intern

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

Latest Blogs

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity. This isn't new. But recent economic data makes the divide unusually visible. Recognizing this divide can change how we think about (and react to) the headlines. When Economic Signals Might Contradict Economic indicators paint a puzzling picture. Market gains create wealth while financial stress intensifies. Corporate profits surge while consumer confidence splits. Premium...
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive. But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conversation late. You're having it under pressure. So how do you start the talk without it turning tense? Here’s a guide to help you open the door with empathy, avoid common...
Chad Winn |
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If you’ve been investing in stocks or bonds for a while, you may feel like you have an understanding of this precarious trade. You may even be making plans to diversify your portfolio or research more complex investment strategies. But even if you’re a seasoned investor, there’s never a bad time to get back to basics. Reviewing essential principles of productive investing are evergreen in a sense, allowing you to remain on the up and...