Our clients own businesses throughout Tucson, Oro Valley, Phoenix and Scottsdale and their businesses range from CPA firms to animal hospitals. What they do have in common, are insights on what working with a financial/wealth advisor has done for them and their businesses.

As a financial advisor with decades of experience, I’ve witnessed countless market cycles, bubbles, and paradigm shifts. The cryptocurrency space has been something entirely different and has sparked intense debate among investors. Is now the time to dive into Bitcoin? Let’s explore!

From graduates stepping into their first job to retirees enjoying the fruits of their labor, one thing remains constant: the importance of a solid financial plan.

Trimming a position and harvesting gains can be hard when you’re riding on a rocket ship, but are you missing future opportunities in not doing so? Understanding how setting a goal and game plan before going into a position can help increase returns.

Preserving capital throughout prolonged market contractions is key to reaching financial goals and objectives.