Our Scottsdale office is located on Greenway Parkway just across the street from Kierland Commons. In partnership with you, our team specializes in creating a cohesive and transparent plan that will help you achieve your financial goals.
Scottsdale Financial Planning
Whether your financial concerns involve investing, tax planning, retirement, or an overall life strategy, TCI can help. Our team of trustworthy and dedicated wealth advisors in Scottsdale offer comprehensive, objective advice tailored to your unique financial needs.
Cookie cutter financial plans won’t work for everyone; success is defined differently by every individual. And success goes beyond the numbers, too. Financial success is just as much about wellbeing, security, and emotional contentment as it is about wealth. The TCI is ready to learn about your definition of success and help you build a financial plan to meet it.
We know that you have many wealth management firms in Scottsdale to choose from. When you work with TCI, you can feel confident that you’ll receive sound, expert financial advice from an independent, fee-only wealth management firm in Scottsdale. Our dedication and transparency is what sets TCI apart from our competitors.
Our Services
Services Overview
Wealth Planning Services in Scottsdale
Our Scottsdale branch is located on Greenway Parkway just minutes from Kierland Commons. Stop by our office, give us a call, or send us a secure message online to talk about our wealth management services.
To grow your wealth and create the life that you want, you need a trusted financial advisor who understands your lifestyle, future goals, financial habits, and vision for success. Without that connection and understanding, your financial strategy will fall short of its potential.
That’s why every partnership with a wealth advisor in Scottsdale begins with a comprehensive discovery phase. During this phase, your advisor will get to know all about you before crafting a custom financial plan to meet your goals. Whether you come to TCI for retirement planning, investment strategy, or financial education, you can expect advisory services offered with transparency, warmth, and clarity.
Who We Are
Team
Vanessa Burke Lee, MBA, CPA, CFP®, CFT™
When working with clients, I draw from both my professional expertise and personal experience to provide steady, objective guidance through every stage of life. I enjoy forging meaningful relationships with clients by partnering together to make informed investment decisions that will help them accomplish their goals. It is deeply fulfilling to be a part of these journeys, and I am energized by watching clients achieve what matters most to them.
Having raised three boys and cared for aging parents, I have firsthand insight into the emotional and family dynamics that can influence financial decisions. This perspective, along with my professional background, allows me to offer thoughtful guidance on everything from cash flow and tax planning to retirement strategies, helping clients navigate both the technical and personal aspects of their financial lives.
Outside of work, my husband, Brian, and I are embracing life as empty nesters by traveling, hiking and exploring national parks.
As the largest registered investment advisory firm in Scottsdale, our team has the expertise and experience to help you meet your financial goals. With over 30 years of experience and passion for superior client service, you can be sure you’ve chosen the best wealth management firm in Scottsdale.
In 2020, Gallup recognized TCI Wealth Advisors as a 2020 Exceptional Workplace Award winner, the only Registered Investment Advisor (RIA) on the West Coast to be included. We’re proud to have been recognized as a leader in our industry and honored to receive the following other awards:
TCI Ranked Among Largest Investment Advisors in Phoenix by Phoenix Business Journal, 2024
TCI Named Top 100 Firm in U.S. by Barron’s, 2024
TCI Ranked as a Top RIA Firm by Financial Advisor, 2022-2024
Top 12 Best Financial Advisors in Phoenix & Scottsdale by AdvisoryHQ, 2018 and 2020
Top 300 Investment Advisors in the US by Financial Times, 2015-2019
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she/they will experience a certain level of results if TCI is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of TCI by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. TCI does not pay fees to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.
If you are searching for wealth management firms in Scottsdale who put client interests first, who communicate with honesty and warmth, and who are dedicated to providing independent investment and financial planning advice, choose TCI.
Whether you come to TCI for investment strategy, tax planning, cash flow strategy, or financial education, you can expect exceptional advisory services offered with kindness and understanding.
In addition to Scottsdale, we’re also proud to serve Flagstaff, Tucson, Reno, and Denver. If you have questions for our firm or you’d like to see if we’re a good fit for each other, fill out the form below. We’d love to hear from you.
6929 E. Greenway Pkwy.
Ste. 150
Scottsdale, AZ 85254
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