Financial Services

Looking after your best interests requires a team with a different perspective of wealth.

Plan for a better future, better.

If money can’t buy happiness, it shouldn’t accrue fear, either. Our trusted and experienced financial planners and advisors take the time to really know you. We provide insightful strategies tailored to your individual needs, financial goals, and lifestyle, and guide you through financial decisions that not only help you sleep better at night, but help others, too.


Financial Planning

A planning process based on a long-term relationship and ongoing conversation about your evolving financial priorities.


Investment Management

Helping you accrue more opportunities for a fulfilling life by bringing intentional process to your assets and investment decisions.

Preparing the Next Generation

You can’t take it with you, but you can give it more thought. Learn more about how wealth transfer planning can help you prepare future generations to wisely manage what you leave behind.

Who We Serve

We are honored to serve the communities of both Scottsdale, AZ and Albuquerque, NM. We provide financial guidance and portfolio management to a diverse clientele, including individuals and families, entrepreneurs, and those on the cusp or in the midst of retirement. Clients with a minimum of $300,000 in investible assets and who hold family, community, and philanthropy in high esteem will derive the most benefit from our services.