8262 E Via Dona Rd, Scottsdale, 85266, AZ, USNow more than ever, affluent investors are feeling overwhelmed by economic, political and social uncertainty. Our job is to help investors protect and grow assets no matter what the economy is doing. We are comprehensive wealth managers that also hold CERTIFIED FINANCIAL PLANNER designation. We specialize in assisting our clients attain their retirement income objectives, and we integrate wealth protection options which include tax strategies, the use of various trusts and legal documents, and insurance. With over 60 years of combined experience, we can efficiently analyze and make recommendations as well as co-ordinate with our clients tax and legal advisors. We provide quarterly reviews, and monthly communication with our clients in fee based managed accounts. As a result, we have close relationships with our clients and their families. Our goal is to keep our clients comfortable with our expertise, management and service so our clients can live the lifestyle they have chosen.
