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Private Wealth Management Discover the Difference

Integrated planning designed to meet your unique needs.

Your Goals, Our Strategies

Private Wealth Management Priorities™

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Curated articles, videos, and more for a more financially savvy you.

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have over four decades of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

Connect With Us
Brett Andrews

Brett Andrews, CExP™

Certified Wealth Strategist®

(623) 255-5180

(623) 237-3481

Justin Lunde

Justin S. Lunde, MBA, CRPC

Wealth Advisor

(623) 255-5180

(623) 237-3481

Rebecca Andrews

Rebecca Andrews

Operations Director

(623) 255-5180

(623) 237-3481

<p>When Do You Need a Will?</p>

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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<p>Who Is Your Trusted Contact?</p>

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.
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<p>What You Should Do About Insurance Following a Divorce</p>

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
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<p>What Is My Current Cash Flow?</p>

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
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