TCI Wealth Advisors began in 1990 as a fee-only, fiduciary, and independent firm dedicated to putting clients’ interests first. With regional offices in Tucson, Scottsdale, Flagstaff, Denver, and Reno, we have grown into one of the largest employee-owned registered investment advisory firms in the West. In addition, we combine the personal touch of a small firm with the resources of a large organization. As a result, every client receives customized guidance. Our approach emphasizes your values, goals, and long-term well-being—helping you achieve clarity and confidence in your financial life. Learn more about fiduciary standards at the CFP Board.
We operate as a 100% employee-owned firm on a fee-only fiduciary model. As a result, our guidance stays conflict-free and centered on client interests, not commissions. In fact, we emphasize transparency, accountability, and integrity to provide advice that supports long-term financial planning and wealth management.
our philosophySince 1990, TCI has guided families and individuals with clarity and purpose. In addition, our commitment is to remain a trusted partner for generations, helping clients plan for both today’s needs and future goals. For example, in 2012 we introduced the ASPIRE program, which expanded access to financial planning for young professionals. Moreover, this reflects our long-term approach to wealth management and investment guidance.
We base our investment philosophy on academic research, structured planning, and comprehensive wealth management strategies. Therefore, by focusing on low-cost, tax-efficient solutions, we give clients clarity and confidence in their financial future. As a result, this evidence-based approach keeps our investment management services consistent, disciplined, and aligned with each client’s goals. Ultimately, this disciplined method supports sustainable outcomes for the people we serve.
We are humble, emphasize Team TCI over self or individual office, and define success collectively rather than individually.
All TCI clients are my clients and I provide each of them with my very best.
We strive to find innovative ways to approach situations, embrace challenges, maximize opportunities and collaborate to find solutions.
We communicate with honesty and kindness, treat every person we encounter with respect and seek opportunities to develop, mentor, and motivate each other.
We lead with thoughts of abundance not scarcity. We share our time and resources so we can contribute, celebrate, and share in each other’s success.
We believe in synergy between all areas of life: work, home, family, community, personal well-being and health. Work/Life Integration allows us to work hard and smart so we can have a greater sense of fulfillment and offer the best version of ourselves to our families, colleagues, clients and communities.
To learn even more about TCI, download Empowering Purpose-filled Lives and our guide on Pursuing a Better Investment Experience.
Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.
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