Gilbert families and business owners come to us for retirement income design and tax coordination with CPA partners—plus custom portfolios that avoid mutual funds and their potential loads/12b-1 fees.
Office Features
Independent RIA · Custody at Charles Schwab · Heard daily on 1100 KFNX
Pre-retirees (50–60), new retirees, and retirees 70+ with $100k+ investable assets—plus business owners and former owners with more complex planning needs. Meet by phone, video, or at our Scottsdale office.
DB plans, DAF/charitable strategies
RSUs, stock options, ESPP
Health-care and cash-flow organization
Tax-aware withdrawal sequencing and cash-flow mapping
Learn More ›Individual stocks & ETFs. Our strategy avoids mutual funds to save you money.
Learn More ›Right-sized life insurance and long-term care strategies—modeled into your retirement plan.
Learn More ›In-office estate-planning attorney (separate legal fees if engaged)
Learn More ›With CPA partners for complex issues (their fees separate)
Learn More ›Clarify goals, timeline, and what success looks like.
A Monte Carlo is used to stress test your plan & map out tax-aware withdrawals.
Scheduled reviews and updates to your plan as life changes.
We're in North Scottsdale near DC Ranch and Grayhawk, just off Loop 101 on Thompson Peak Pkwy. Easy parking on site; accessible entrance available. Virtual meetings are available for your convenience.
Yes. We coordinate the strategy; the custodian handles setup.
We work with Gilbert clients via phone, video, or in-person at our Scottsdale office.
Schwab is a member of SIPC; if SIPC limits are ever exhausted, Schwab maintains excess SIPC coverage (aggregate limits apply). Market losses aren't covered.
Generally $100,000+ in investable assets to implement diversification and planning depth effectively.
Yes—general planning coordination is included. If you engage them for legal documents or tax preparation, their fees are separate.
No. We build portfolios with individual stocks & ETFs. Clients pay our advisory fee and the underlying ETF expense ratios.
Schedule a no-obligation introductory call with our Gilbert-area team.
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