TCI Wealth Advisors (“TCI”) was founded in 1990 with the belief of putting clients’ interests first by specifically striving to simplify their lives via trusted, respectful, honest, and open communication. The only way to ensure success as investors is to integrate a proactive process focused primarily upon client values, goals, interests, and desires. This has allowed TCI to serve a diverse group of clientele by compiling a complete financial solution – balancing wealth and well-being. TCI’s belief includes the building of integrated solutions for clients via coordination with their current other professionals in the development of retirement projections, estate planning, risk management, education funding, cash flow management, and tax planning. TCI attributes the firm’s success to their clients while growing into one of the largest independent registered investment advisors in the Southwest with over $1 billion in assets under management. TCI is headquartered in Tucson, AZ with offices in: Scottsdale, Arizona; Flagstaff, Arizona; Reno/Tahoe, Nevada; Santa Fe, New Mexico and Denver, Colorado.
TCI is 100% employee-owned, thereby allowing the company to steer clear of any potential conflicts of interest that may arise when a firm is owned by a company that has a proprietary product-based investment solution. TCI’s fee-only independence, combined with our long-standing relationships cultivated with other financial professionals, allows the firm to provide successful, unbiased financial guidance, based solely on the needs and expectations of each client. At the end of 2007, the firm merged with AQN Advisors, Inc. (“AQN”). AQN had been recognized in Bloomberg’s “Top Dog” Report for the five years prior to the merger as well as by Barron’s as one of the Top 100 Registered Investment Advisors (“RIA”) in the country in 2007. The firm was recognized for their elite business strategies by Worth Magazine in November 2008 as one of “The Top 250 Wealth Advisors.” TCI has most recently been named by Financial Advisor Magazine as one of the top ranked registered investment advisory firms for 2010 as well as being listed in the July/August issue of Wealth Manager Magazine in their 2010 Top Wealth Manager Rankings list. TCI works with a limited number of clients to ensure that each client receives the personalized attention they deserve, and the firm is committed to providing world-class service by delivering stellar personal service, objective guidance, and valuable insight into clients’ specific financial situations.
