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Work Hard, Have Fun, Build a Legacy
Wealth Management made easy.
We function as a formal fiduciary, officially operating with YOUR best interests ahead of ours. We take this fiduciary standard very seriously, it is of the utmost benefit to the client. We are not brokers, nor do we hold any broker affiliated licenses.
We are a fee-only firm. This means we are compensated in only one way; the fee charged on the assets managed.
We do not receive commissions, no performance fees, no hidden fund fees, no soft dollar arrangements, or other forms of compensation.
What's the difference between a Broker and a Fiduciary?
Our team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas, will hold your hand through the investment management process. We'll raise awareness and highlight opportunities in the fields of: tax planning, estate planning, insurance planning, and asset protection. This is in addition to collaborating with some of your existing professionals.
Take this 60 sec retirement quiz to find out if you're on track to retire one day.
Learn more about the people behind your money: Wealth manager, and Investment committee
We source from gurus and professors, learn more about them and the science behind their methods
What drives our overarching investment strategy and practice.
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9663 Santa Monica Blvd. Suite 210
Beverly Hills, CA. 90210
222 S. Mill Ave. Suite 800
TEMPE, AZ. 85281
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