For nearly 20 years TCI has served the Phoenix area. As an independent, fee-only, wealth management firm, we are committed to partnering with our clients to create cohesive and transparent plans that will help you achieve your financial goals.
Phoenix Financial Planning
Whether your financial concerns involve investing, tax planning, retirement, or needing an objective voice to aid your financial journey, TCI can help. Our team of trustworthy and dedicated wealth advisors in Phoenix offers holistic, data-driven advice tailored to your unique financial needs.
Success looks different for each person, which is why we don’t offer cookie cutter financial plans. To help you achieve your goals, we form trusted relationships and look beyond the numbers. Financial success is as much about well-being, security, and emotional contentment as it is about wealth. Our Phoenix team 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 Phoenix to choose from. When you work with TCI, you can feel confident that you’ll receive expert financial advice. We have a highly talented, multi-generational team of Advisors capable of delivering customized financial solutions to our diverse array of clients.
Our Services
Wealth Planning Services in Phoenix
We are located in the heart of The Valley, easily accessible from Loop 101 and minutes away from Paradise Valley. Stop by our office, give us a call, or fill out a form, and someone will reach out to talk through your wealth management needs.
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 can fall short of its potential.
That’s why every partnership with a TCI wealth advisor in Phoenix 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
TCI Team in Phoenix Office
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.
Wealth Management & Financial Planning Services in Phoenix, Arizona Team:
As one of the largest, independent registered investment advisory firms in Phoenix, our team has the expertise and experience to help you meet your financial goals. With over 30 years of experience and a passion for superior client service, you can be sure that TCI is one of the best wealth management firms in Phoenix.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 Phoenix who put clients’ interest first, who communicate objectively and honestly, and who are committed to being independent, choose TCI.
At TCI, whether you seek investment guidance, tax planning, cash flow strategy, or financial education, you’ll receive expert advisory services delivered with respect and clarity.
In addition to Phoenix, we proudly serve Flagstaff, Tucson, Reno, and Denver. If you have questions about TCI or you’d like to see if we’re a good fit for each other, we’d love to hear from you.
6929 E. Greenway Pkwy.
Ste. 150
Scottsdale, AZ 85254
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