We are a wealth management team in Arizona serving uniquely successful families. Our clients have accumulated wealth through years of disciplined saving or building a family business. In addition to the families we work with, we guide the committees and boards of non-profit institutions to create clear policies and strategies that further their mission and philanthropic reach.
We are successful when the families we serve pursue their passions and live a more intentional life. We achieve this by bringing clarity and confidence to their financial decisions while reducing complexity that success often brings.
Our team follows a consistent process for prospective clients.
- During our first meeting together (about an hour), we will work to undertand what's important to you now and what you want in the future. We will also get a snapshot of your current financial picture.
- Next, we will create a personalized plan tailored to the things that are most important to you and your family (retirement, education planning, minimizing taxes, asset protection, etc). During our second meeting together, we will review your plan and our specific recommendations.
- If we mutually think it is a good fit, we'll discuss next steps to help you prioritize and implement our recommendations.
Our ultimate goal is to provide you clarity on the steps you can take to reach your goals and the information you need to make decisions with confidence as you explore your options.
Reach out today to get started!
CFP®, CIMA®, CPFA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
