Our Philosophy

Our goal in serving our clients is to insure that each one has a successful investment experience. We have discovered in our many years of working with investors that it is not that difficult to have a successful investment experience. Historical data shows us that making a good investment is relatively easy. So why isn’t everyone successful? Because making a good investment requires the management of not only an individual’s assets but more importantly, their behavior. Most of us fail at one or the other. Perhaps we get excited and invest in a local start-up or a real estate limited partnership because our friends say it is sure to go up. Maybe we have made good investment decisions, but when markets get rocky, we panic and sell our diversified portfolio. The result in both cases is the same: A poor investment experience.

The realization of one’s dreams does happen in some instances by pure luck, however in most cases it is the result of a well thought out plan. Specific resources are deployed based upon solutions and strategies resulting in quantifiable success. Realizing success should never rest in the hands of chance or the results of short-term economic conditions.

This process does not happen overnight and is most commonly the result of years of careful thought, action and adjustment. This process must include a strategic balance between a client’s current or future living expenses and the assets that the client wishes to preserve for future generations or philanthropic purposes. A “one-size fits all” approach to goals, aspirations, and commitments is a sure recipe for disaster. Success is realized by executing a clearly defined set of strategies and solutions that result in fulfilling your promises to yourself, to your family, and to your legacy.

Our team of investment advisors specialize in helping our clients achieve their financial aspirations by helping them care for their financial well-being.

 

Tucson

4011 E. Sunrise Dr.
Tucson, AZ 85718
Phone: (520) 733-1477
Fax: (520) 733-1488

Scottsdale

6929 Greenway Pkwy.
Ste.150
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574

Flagstaff

150 W. Dale Ave.
Ste.1
Flagstaff, AZ 86001
Phone: (928) 226 -0868

Reno/Tahoe

4757 Caughlin Pkwy.
Ste.B
Reno, Nevada 89519
Phone: (775) 746-6255
Fax: (775) 746-6254

Santa Fe

215 W. San Francisco
Ste.202C
Santa Fe, NM 87501
Phone: (505) 982-3808

Denver

1228 15th St.,
Ste.300
Denver, CO 80202
Phone: (303) 296-2196
Fax: (303) 623-1144

Santa Monica

312 Arizona Ave.
Office 302
Santa Monica, CA 90401
Phone: (310) 319-6545
Fax: (520) 733-1488

Home Bottom #3 Widget

This is a widgeted area which is called Home Bottom #3. It is using the Genesis - Featured Post widget to display what you see on the Executive child theme demo site. To get started, log into your WordPress dashboard, and then go to the Appearance > Widgets screen. There you can drag the Genesis - Featured Post widget into the Home Top widget area on the right hand side. To get the image to display, simply upload an image through the media uploader on the edit post screen and publish your post. The Featured Post widget will know to display the post image as long as you select that option in the widget interface.

  • LinkedIn
  • Twitter