Our Scottsdale office is located on Greenway Parkway just minutes 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.
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
Lori Booth-Houle, CPA, CFP®
Lori Booth-Houle, CPA, CFP®, an advisor and shareholder at TCI Wealth Advisors, earned a BS in accounting, summa cum laude from Johnson State College in Johnson, Vermont. After many years of working as a CPA in public and private accounting, Lori transitioned into wealth management, and became a CERTIFIED FINANCIAL PLANNER® in 2004. In 2009, she co-founded Moss Booth Wealth Advisors and was a shareholder and wealth advisor there. In January 2016, Moss Booth Wealth Advisors joined TCI Wealth Advisors.
Lori is a member of the American Institute of Certified Public Accountants (AICPA) as well as the AICPA’s Personal Financial Planning Section, the Arizona Society of Certified Public Accountants and the Financial Planning Association.
Lori and her husband, Craig, love the outdoors. They are members of several local nonprofit trail preservation and maintenance groups, often participating in work projects to help build and maintain trail systems in North Phoenix. They also volunteer for the McDowell Sonoran Conservancy and the Desert Foothills Mountain Bike Association. Lori and Craig enjoy active travel and outdoor activities including hiking, camping, backpacking and mountain biking with friends and family.
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:
Top 12 Best Financial Advisors in Phoenix & Scottsdale by AdvisoryHQ, 2018 and 2020
TCI Ranked Among Largest Investment Advisors in Phoenix by Phoenix Business Journal, 2020
TCI Ranked #125 of 700 RIA Firms by Financial Advisor, 2019
Top 300 Investment Advisors in the US by Financial Times, 2015-2019
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/Tahoe, 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
You (the “Client”) are leaving the TCI Wealth Advisors (TCI) website and going to TCI’s Client Portal, which is a separate site hosted by Tamarac, Inc. (the “Portal Host”). The Portal Host designed and maintains this site, which posts information provided by TCI and other third parties (the “Content”). The Portal Host is responsible for the maintenance and security of the Content. Client understands that the Portal Host has made its best effort to ensure that its service is uninterrupted, error free and completely secure, but neither TCI nor the Portal Host warrant same. Your use of the Content is provided for your convenience, is being accessed at your own risk, and is being made available to you on an “AS IS” and “AS AVAILABLE” basis. The Content is believed to be reliable but we do not guarantee the completeness, timeliness, sequence, accuracy, or adequacy of the Content, and do not represent or warrant results to be obtained from its use or that the Content contains sufficient information by itself to be the basis for sound investment decisions. To the full extent permitted under applicable law, TCI expressly disclaims all warranties of any kind, whether expressed or implied INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, ACCURACY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. No endorsement of third party products, services or information is expressed or implied by any Content. Under no circumstances should any of the Content be construed as an offer to sell or solicitation of an offer to buy a particular security. Consumers are encouraged to read the privacy policies of websites reached through the use of links from the TCI website and the Client Portal.
This site uses cookies to provide you with an optimized experience, for content improvement, and for statistics. By continuing the use of this site, you consent to the usage of our cookies.
