Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The High Net-Worth Individuals & Family
Focused on generational wealth transfer, estate planning, and charitable giving.
The Corporate Executive
Focused on stock options, deferred comp, and retirement transition.
True wealth management requires more than just stocks and bonds.
We provide access to sophisticated strategies often reserved for institutional investors, helping to reduce volatility and enhance returns."
- Oil & Natural Gas Partnership ✓
- Alternative Investments & Private Equity ✓
- Tax-Advantaged Strategies ✓
- Real Estate Holdings ✓
- Executive Deferred Compensation ✓
AdviceWorks: Data-Driven Insights for Smarter Decisions.
As an investment or financial advice client, we provide you with complimentary access to
A complimentary command center for our private wealth clients.
Instead of juggling multiple logins and paper statements, you can now view your complete net worth—including outside bank accounts, mortgages, and investments—all in one real-time dashboard.
This powerful tool allows us to collaborate more effectively, ensuring that every financial decision is based on a 360-degree view of your world. By offering this technology for free, we aim to provide the clarity and organization you need to move toward your goals with total confidence.
- Your Entire World in One View: Securely link your outside bank accounts, credit cards, and loans to seeyour total net worth and cash flow in real-time, 24/7.
- Interactive Goal Tracking: Set and monitor milestones for retirement, education, or major purchases with a "probability of success" meter that updates as the markets move.
- A Secure Digital Vault: Say goodbye to paper clutter by storing sensitive documents like wills, trusts, and tax returns in an encrypted, private folder that you can access from any device.
- Effortless Collaboration: Skip the office visit for paperwork; review strategies, create budgets, and sign important documents electronically with just a few clicks.
- Bank-Level Mobile Security: Access your complete financial picture on-the-go with a mobile app that features advanced encryption and secure biometric login options like Face ID.
Certified Business Exit Planner™ (CExP)
Helping you sell your business for maximum value.
Nonqualified Plan Consultant (NQPC)
Advanced executive compensation strategies for key employees.
NAPA Certified Plan Fiduciary Advisor (CPFA)
Protecting your business from retirement plan liability and audit risks.
Certified Wealth Strategist® (CWS)
Integrating your investments, insurance, and liabilities into one disciplined plan.
Certified Exit Planning Advisor (CEPA)
Accelerating the value of your business today to prepare for a future transition.
NAPA Certified Plan Fiduciary Advisor (CPFA)
Protecting your business from retirement plan liability and audit risks.
A Library of over 100+ Ebooks, Guides and Infographics
A strong fortress isn’t built on guesswork—it’s built on data. We provide our clients with a comprehensive suite of resources designed to simplify complexity and sharpen your decision-making.
- Premium Ebooks on Tax, Exit Planning & Wealth.
- Interactive Calculators for real-time financial modeling.
- Strategic Infographics that break down market cycles.
Meet In-Office or Virtually! Communicate Your Way With Call, Text, Email & Chat
Our business is built on a foundation of thoughtful client relationships, not geographic boundaries.
While we love meeting our neighbors in the West Valley, we have invested in premium technology to offer seamless virtual meetings for those with busy schedules or those living outside the local area.
Choose the meeting style that fits your life, and let’s start building your fortress together.
- West Valley: Peoria, Glendale, Surprise, Sun City, Goodyear
- Greater Phoenix: Cave Creek, Anthem, Scottsdale, Phoenix, Avondale, Buckeye
- National: Full virtual advisory services available nationwide.
The Discovery Call (15 Min)
A no-pressure conversation to align on your goals and determine if our Multi-Family Office approach is the right fit for your complexity.
Strategic Foundation: We begin by deeply understanding your unique vision, goals, and the critical concerns that define your financial fortress.
Current State Assessment: A precise evaluation of your existing financial landscape, revealing where your current strategies stand in relation to your grand objectives.
The Fortress Blueprint
A deep-dive analysis of your current path to identify 'cracks in the wall' and uncover proactive tax-saving opportunities.
Architectural Analysis: Leveraging your distinct risk profile, we meticulously model the precise strategies required to erect your financial fortress and achieve your aspirations.
Optimal Strategy Identification: We pinpoint the most sophisticated financial planning strategies and institutional-grade investment solutions to fortify your wealth.
Coordinated Implementation
Execution of your tailored strategy with ongoing stewardship and 24/7 financial visibility through AdviceWorks.
Disciplined Execution: We activate the specific financial solutions and investment mandates, partnering with your advisors to seamlessly implement every pillar of your plan.
Vigilant Oversight & Adaptation: Your fortress will be continuously monitored and measured, with proactive adjustments made to navigate changing markets and life events, ensuring you remain firmly on track.
Executive Team
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.