About Us
We are a team of seven LPL Financial Wealth Advisors located in OneAZ Credit Union branch offices across the great state of Arizona.
No one strategy fits all, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and respond as situations occur.
Find an OneAZ Wealth Advisor located in a OneAZ Credit Union branch near you.
Our O.P.M. Approach to Wealth Management
Organize Financial Data
Set and review objectives and goals.
Plan and Project Scenarios
Propose and initiate recommendations.
Monitor and Manage Process
Towards goals and objectives.
VIDEO: Who can invest with OneAZ Wealth Management?
Chris Peach answers your questions about building wealth and provides the benefits of investing with the guidance of a OneAZ Wealth Advisor.
Northern Arizona
Central Arizona
Southern Arizona
