What We Do
We help you get where you want to go.
We help you craft the agenda as CEO of your wealth and manage the team who helps you get things done. We drive the measurable progress that helps you get there.
We work on the front lines every day. We help you prioritize and solve what’s urgent while helping you stay focused on what’s important and help you stay the course to accomplish your long-term goals and objectives.
What We Do
We help you get
where you want to go.
We plan the work.
Then we work the plan.
CONSIDER EVERYTHING
What We Do
We help you get where you want to go.
We help you craft the agenda as CEO of your wealth and manage the team who helps you get things done. We drive the measurable progress that helps you get there.
We work on the front lines every day. We help you prioritize and solve what’s urgent while helping you stay focused on what’s important and help you stay the course to accomplish your long-term goals and objectives.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Wealth management
designed to maximize your life.
We help you get where you want to go.
We plan the work. Then we work the plan.
Achieving Your Goals and Objectives | How we create value for you.
Personal Advice
Personal wealth management is a workspace in multiple dimensions that requires developing a vantage point. Managing personal wealth involves a multitude of variables and choices that can produce opposite and sometimes undesirable results. It can require making numerous challenging decisions through overlapping timelines, with a single decision often resulting in cascading and inter-related consequences.
Team Advice
We are C-Suite professionals whose titles begin with “C”, meaning the “Chiefs” who get things done. We are the group of people with the most important roles to help you as CEO. We are educated, trained and experienced for this work. We have decades of deep client-peer experience helping families and individuals develop wealth management plans and identify the right set of key performance measurements to advise families with complex financial needs.
Professional Advice
As professional fee-only wealth advisors, we create an effective framework to help you with managing the many dimensions of your wealth , staying on course and getting you ready for your financial future. We inventory your strengths, vulnerabilities, opportunities and threats. We work on the front lines every day solving what’s urgent while helping you stay focused on what’s important to help you stay the course to accomplish your long-term goals.
The Plan
Today, the volume of choices for each decision can quickly lead to “paralysis by analysis.” An overwhelming number of choices can hinder more than help planning efforts and interrupt the cadence of managing your personal wealth management plan. The purpose and focus of a personal wealth management plan helps identify and track key performance measurements and develop a wealth management flywheel to maintain a more even management cadence of staying on plan and avoiding the traps of camouflaging distractions.
The Flywheel
We combine critical thinking with detailed analysis to provide wealth planning, advice and counsel. We help manage 100 wealth management workflows for your cash flow planning, liquidity management, risk management, retirement planning, tax planning, investment management, incapacity and special needs planning, trust and estate planning, and philanthropic and legacy planning. We manage the flywheel of workflows and team members that help you gain and maintain the momentum that propels the achievement of your wealth management plan.
The Result
We bring deep experience and core competencies that match up well with families and individuals who seek depth-of-field, skill, competence, care, creative vision and sound execution from professionals who are in it for the long haul. We help you visualize from a broad perspective and develop well-conceived plans that are forward-thinking and future-focused. We help you strategically plan and manage your financial life to help you achieve the goals and objectives for the life you truly desire.
