Our Tucson office is located on Sunrise Drive in the scenic Catalina Foothills. As the largest registered investment advisory firm in Tucson, we have the breadth and depth of expertise to handle complex situations.
Our Services
Services Overview
TCI’s Tucson wealth management office is located in the foothills on Sunrise near La Paloma. 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 Tucson wealth advisor 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
Lily Styrmoe, CFP®, CSRIC™
I’ve lived in Arizona most of my life and love the mountains, the mix of culture and even the hot weather. Growing up and going to school here has given me a healthy respect for our environment, an appreciation for adventure, and a genuine love for the outdoors; passion I apply to every aspect of my personal and professional life.
I spend as much time outdoors as possible; backpacking, river rafting, rock climbing, running, biking, playing tennis and more. When not outside, I’m usually spending time with my family, cooking them meals and trying new recipes. I truly enjoy the incredible cuisine, outdoor opportunities, and all the cultural diversity Arizona has to offer.
Before becoming a Financial Advisor for TCI, I spent years as a backpacking and river rafting guide in the Grand Canyon. While not the career path most financial advisors typically take, my vast experience as a backcountry guide prepared me for my current role as a CERTIFIED FINANCIAL PLANNER™ in a variety of wonderful ways from preparation to planning to putting others first.
Sure, the “summits” are somewhat different, but the approach to success is very similar in each guidance role. Helping people overcome obstacles and rise to challenges. Ensuring that those you’re leading are successful and stay on track, every step of the way. Building trusted, transparent relationships with those around me. Developing and sticking to a well-thought out plan. Starting at the bottom, and working together to reach the top. And of course, relying on expertise, experience and true guidance to achieve your goal.
I have always loved helping people. It may sound cliché, but for me, guiding others and a goal-driven approach to life is in my DNA. My clients’ needs always come first, and this client-centric care is also a core belief at TCI who put as much focus on fostering relationships as they do on fiduciary responsibility. Dedication to ensuring my clients are well informed and well-cared for – that they’re happy and successful – is paramount for me and what I’m proudest of.
I grew up as the daughter of a successful financial planner and graduated Magna Cum Laude at Northern Arizona University with a degree in Environmental Studies, so financial planning and planet earth are equally important to me. As such, my particular area of expertise is in sustainable, responsible and impact investing – aligning your long term investment strategy and overarching financial plan with your core values, specifically environmental and socially responsible focused goals.
Whatever your goals may be, I believe that a fear of failure should never stop someone from pursuing what is important to them. With sound planning, experienced support, and a good strategy in place, you can achieve your financial dreams!
I would love the opportunity to be your expert guide on this investment journey, ensuring you have the proper plan and people around you to reach the summit of your success.
As the largest registered investment advisory firm in Tucson, we have the breadth and depth of expertise to handle your financial planning needs. 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 Tucson.
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, 2020
TCI Ranked #125 of 700 RIA Firms by Financial Advisor, 2019
Top 300 Investment Advisors in the US by Financial Times, 2019
If you are searching for Tucson wealth management advisors 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 advisory services offered with transparency, kindness, and clarity.
In addition to Tucson, we’re also proud to serve Scottsdale, Flagstaff, 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.
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