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At our firm, we have the client—and only the client—in mind.

Pursue your goals with the professional guidance of your Wealth Advisor.

With offices all over the great State of Arizona, we are fortunate to have a team of Wealth Advisors with diverse backgrounds, education and experience. We know that making long-term decisions about money can be difficult and even a little intimidating. So many people turn to Wealth Advisors for help with making financial preparations for their future.

There is no one size fits all strategy, which is why we are committed to our process. We develop relationships with our clients and tailor our advice to your unique situation. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Northern Arizona

Daniel Martinez

Wealth Consultant

(928) 777-6050

For more than 12 years, Daniel has worked in the financial services industry helping individuals and families align their goals toward financial freedom.  He provides clients with a variety of investment knowledge and expertise,...

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Torrey Jewett, CRPC®

Wealth Advisor

(928) 649-7314

Covering the following branches:

  • Prescott Valley
  • Prescott - Gurley St.
  • Prescott - Gail Gardner Way
  • Chino Valley
  • Cottonwood
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Central Arizona

Michael Sammons, CRPC®

Wealth Advisor

(602) 467-4009

Covering the following branches:

  • Phoenix - Happy Valley Rd.
  • Glendale - Union Hills Dr.
  • Glendale - ASU West
  • Scottsdale - Scottsdale Rd.
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Michael Kincaid, CRPC®

Wealth Advisor

(602) 644-4608

Covering the following branches:

  • Phoenix - Monroe St.
  • Gilbert - Guadalupe Rd.
  • Gilbert - Queen Creek Rd.
  • Tempe - Southern Ave.
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Robert E. Nichols, AIF®, CPFA™, CA Insurance Lic. #0B95874

Wealth Advisor

(602) 467-4280

Covering the following branches:

  • Corporate Office at Pinnacle Peak Rd., Phoenix
  • East Flagstaff - Hwy. 89
  • Sedona - Roadrunner Dr.
  • Flagstaff - Beaver St.
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Zachary Holly, CFP®, CRPC®

Centralized Wealth Advisor

(602) 467-4017

Schedule an AppointmentZach has worked as a financial advisor for more than 7 years and focuses on retirement planning for credit union members at all life stages. He takes time to get to know his clients and he helps them address...

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Southern Arizona

Tammy Paquette, AIF®

Wealth Advisor

(520) 784-5080

Covering the following branches:

  • Safford - Main St.
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.