OneAZ Wealth Management

OneAZ Wealth Management provides holistic wealth management guidance to investing, retirement, insurance and financial planning. We help our clients prepare for tomorrow.

Learn More

2022 Tax Contributions

The Internal Revenue Service (IRS) announced new contribution limits for 2022.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Learn More

Investments | Insurance | Retirement Planning

Investments

A variety of investment products to encompass all stages of life in an effort to help build your wealth

Learn more

Insurance

To ensure you're protecting what's most valuable to you through an insurance needs analysis

Learn more

Retirement Planning

We can offer fully comprehensive planning tools and strategies to map out your retirement.

Learn more

Our Team

We can help you navigate through life's financial challenges. Get started with a Wealth Advisor today.

Learn more

Who can invest with OneAZ Wealth Management?

Chris Peach gets answers to your questions about building wealth and the benefits of using an OneAZ Wealth Advisor.

View now

Our Wealth Advisors provide client centered guidance.

We understand that individuals face unique challenges as they prepare for the future. We help take the mystery out of preparing for tomorrow

whether you are investing to build wealth, protect your family, or preserve your assets. Our team of professionals look forward to working with you.

Meet our Advisors

Northern Arizona

Robert E. Nichols AIF^® CPFA^TM

Wealth Advisor

602-467-4280

RNichols@oneazcu.com

Torrey Jewett CRPC^®

Wealth Advisor

(928) 649-7314

TJewett@oneazcu.com

Central Arizona

Michael Sammons CRPC®

Wealth Advisor

(602) 467-4009

MSammons@oneazcu.com

Michael Kincaid, CRPC®

Wealth Advisor

602.644.4608

MKincaid@oneazcu.com

Robert E. Nichols AIF^® CPFA^TM

Wealth Advisor

602-467-4280

RNichols@oneazcu.com

Zachary Holly CFP® CRPC®
*conferred by College for Financial Planning

Centralized Wealth Advisor

602-467-4017

ZHolly@oneazcu.com

Southern Arizona

Don Amico

Wealth Advisor

(520) 784-5149

DAmico@oneazcu.com

Tammy Paquette

Wealth Advisor

(520) 784-5080

TPaquette@oneazcu.com

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

OneAZ Wealth Blog

2022 Tax Contribution Limits

December 20 - Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.

Inflation and the Real Rate of Return

December 16 - Understanding the real rate of return is important for your personal finances.

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!