Meet in our Scottsdale office or by secure video/phone from anywhere we're registered. Consultative, fiduciary planning with custom portfolios (no mutual funds) and custody at Charles Schwab.
Our home office is located in North Scottsdale, easily accessible from the 101. Free parking and a ground-floor, wheelchair-accessible suite.
We serve clients throughout the Phoenix metro and beyond.
Most client meetings—reviews, plan walk-throughs, portfolio discussions—work perfectly over secure video. You'll receive a calendar invite with a private link.
Secure video meeting
No. Most clients meet by video or phone. In-person meetings are available at our Scottsdale office, but entirely optional.
We're currently registered in Arizona, Michigan, and Texas. Contact us if you're in another state—we may be able to help or are working on registration.
Charles Schwab serves as custodian. Your assets remain in your name at Schwab—we never hold client funds directly.
Yes, free surface parking directly in front of the building. We're in a ground-floor suite—no stairs or elevators needed.
We offer a no-obligation introductory call to see how we can help coordinate your retirement goals.
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