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Private Wealth Management Discover the Difference

Integrated planning designed to meet your unique needs.

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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.

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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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.
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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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Saving for College 101

Here’s a crash course on saving for college.
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