Our office was founded in 1999, and provides comprehensive investment advisory services, financial planning and portfolio management to clients throughout the greater metropolitan Phoenix area and all regions of the United States.
We Do More Than Manage Your Money
We know that managing your portfolio isn’t a job for just anyone. The best financial advisors track more than just your investments. They also help you follow your dreams to become financially independent, so that you can live the lifestyle you have always envisioned for yourself, and your family.
We Take a Personal Approach to Your Investments
We like to get to know the person behind the portfolio. When we learn as much as we can about your personal goals, we design a custom financial plan with the proper mix of investments to provide the best opportunity for your long term success.
We Cater to a Diverse Client Base
Our extensive client base includes individuals, corporations, trusts, individual retirement accounts, pension and profit sharing plans, charitable organizations and other entities both taxable and tax-exempt. Our experience with a diverse mix of clients gives us a broad perspective on what investment style is suitable for your unique situation.
*Award not indicative of investment performance.
1820 East River Road, Suite 230
Tucson, AZ 85718
210 University Blvd. Ste., 550
Denver, CO 80206
6565 Americas Parkway NE, Suite 810
Albuquerque, NM 87110
3400 Dundee Road Suite 350
Northbrook, IL 60062
At United Capital, a Goldman Sachs Company, our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.
Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain, or take care of the ones you love, the way you feel about money affects the financial decisions you make every day.
When you understand what your money means to you, you can make clear, smart choices about your financial life. Discover your MoneyMind®now.
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Securities offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.