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.

Learn More

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...

Glenda Brown

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

Tavia Paine

Practice Manager

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

Aislinn Miller

Community Engagement Manager

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

Latest Blogs

A person stands in a tunnel shaped like a human head, looking toward a bright sky and sun at the end of a staircase, symbolizing self-discovery or inner journey.

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Chad Winn |
Categories
Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan. The good news? You don’t have to be a market expert to invest. By understanding...

5 Smart Ways to Use Your Tax Refund in 2025

Chad Winn |
Categories
Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The good news: there’s no one-size-fits-all answer. But there are a few options that tend to deliver more peace of mind and long-term upside. Here are five smart...

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Chad Winn |
Categories
Investments
Retirement
Tax Planning
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to respond. 1 When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly...

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