Sam Swift, CFA, CFP®, AIF® Mentioned in AZ Big Media
AZ Big Media recently highlighted TCI Advisor Sam Swift, CFA, CFP®, AIF® for being appointed CEO. Sam is the fourth CEO in TCI’s 33-year history....
AZ Big Media recently highlighted TCI Advisor Sam Swift, CFA, CFP®, AIF® for being appointed CEO. Sam is the fourth CEO in TCI’s 33-year history....
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TCI Advisor Scott Bennett, CFP® recently spoke to CardRates.com about the important role financial education plays along financial journeys. At TCI, we always strives to educate investors because informed investors enjoy a more successful investment experience....
Financial Advisor magazine has ranked TCI Wealth Advisors in its annual list of top RIA firms. The 2022 RIA Survey & Ranking includes over 600 RIAs from across the nation and is based on a survey of the firms’ AUM. TCI Wealth Advisors was named #143. The “2022 RIA Ranking” is an...
Phoenix Business Journal recently recognized TCI Wealth Advisors as one of the largest Phoenix-area Investment Advisors. To determine their ranking they looked at local assets under management, number of licensed advisors and number of offices in Maricopa County....
Shawn Best, CFP® and Scott Bennett, CFP® have joined TCI Wealth Advisors. Best and Bennett are joining TCI as Advisors and will be based out of TCI’s Tucson office. “We welcome their wisdom and passion for helping clients balan...
TCI Advisor Lily Styrmoe, CFP®, CSRIC™ wrote an op-ed for Financial Planning outlining why she thinks Separately Managed Accounts can be a good fit for clients who want to use their portfolios to try and accomplish specific sustainability goals....
AdvisoryHQ names TCI Wealth Advisors on its 2021 ranking of the 12 Best Financial Advisors in Phoenix & Scottsdale, AZ. This marks the second consecutive year that TCI received this award. “Clients can be sure that the advice they are receiving is the best possible advice for them bas...