Who We Serve
We work with families and individuals who want a dedicated team of wealth management professionals with advanced skillsets to help them manage the priorities of their family and individual wealth.
We work with disciplined savers, professionals, corporate executives, business owners, physicians, dentists, lawyers, engineers, SAG members, veterans, inheritors, family trusts, family members of multigenerational family wealth, charitable trusts and family foundations.
We work with both experienced investors and those who are new to wealth management services.
Who We Serve
We help build family and individual wealth.
We create value by developing perspectives, clarity, insight, alignment and discipline.
CONSIDER EVERYTHING
Who We Serve
We work with families and individuals who want a dedicated team of wealth management professionals with advanced skillsets to help them manage the priorities of their family and individual wealth.
We work with disciplined savers, professionals, corporate executives, business owners, physicians, dentists, lawyers, engineers, SAG members, veterans, inheritors, family trusts, family members of multigenerational family wealth, charitable trusts and family foundations.
We work with both experienced investors and those who have a first-time need for wealth management services.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Wealth management
designed to maximize your life.
We help build family and individual wealth.
We create value by developing perspectives, clarity, insight, alignment and discipline.
Families and Individuals | Helping you accomplish your goals and objectives.
Our Mission: Create Value
Our mission is to create value for you by helping you create the plans to preserve, protect, grow, and transfer your family and individual wealth and the disciplined investment and wealth management strategies to support your plans. We dedicate our actions and resources to working on the front lines every day helping you manage your wealth and the related processes and tasks that help you stay the course.
Client Alignment
We begin each financial planning and wealth management engagement by meeting with you to create alignment and develop a clarity of purpose for our services. We define the scope of our work and our fiduciary responsibilities to you in a written agreement with us. We only represent you as a fiduciary, putting your interests first. That’s what fiduciaries do.
Core Competencies
We offer our core competencies in wealth planning, advice and counsel; client advisor team development; risk survey and insurance planning; exit and retirement planning; tax planning and strategy; saving and investment management; expense and budget management; cash and liquidity management; trust and estate planning; and philanthropic and legacy planning on a fiduciary, fee-only basis.
Studied Preparation
We meet with you to discuss your goals and objectives; complete many studies and analyses of your financial well-being; create plans, strategies and investment guidelines to help you achieve your goals; manage many of the day-to-day workflows related to implementing your plans; manage your investment accounts using our discretion; and monitor and review your investments and accounts with you.
Clarity, Insight and Discipline
Successful personal wealth management creates multiple workflows that require your frequent attention and energy. And all of it requires clarity, insight, well-reasoned thought, discipline, and good judgment. What problems are you trying to solve and who are the people in your life working on all of this for you? Let us take the lead and help free you to focus on the big-picture of your life.
Professional Career Commitment
We continually develop the breadth and depth of intellectual capital to serve you – advanced skillsets and resources; training, experience and good judgment; and consistent endeavor and vigilance necessary to address the needs of families looking to successfully preserve, protect, grow, and transfer their wealth. Look to see who’s making/made the career commitment.
