We are a Chandler, AZ based investment advisory firm that specializes in comprehensive financial planning, asset management and tax services. We have assembled a team of CFPs and tax professionals who focus on financial planning for high net worth and wealthy individuals. We have an in-house tax division which allows us to provide a full-service financial & tax planning experience to our clients. Our firm manages approximately $450M in discretionary, fee-based AUM which is invested in our risk-based model portfolios. Client assets are held in custody at Charles Schwab, Fidelity and TD Ameritrade.
We are looking for opportunities to purchase (or merge) with a smaller Arizona -based practice - and to integrate advisors and their clients into our proven system.