Selectively Chosen Investments | Years of Experience | A Resume from the Largest Wealth Management Firms

John practices active money management and utilizes independent individual equity and bond selection. He focuses on handpicked investments and strategies most suited for you, not the megafirm and their profits, to ensure that you are getting a personalized portfolio custom-tailored for your needs. 

Meet John

John brings over 14 years of experience and knowledge from some of the largest wealth management firms, where he was taught by the best. His independence means that he works for you and your best interest so that he can more accurately manage your hard-earned wealth with your goals first and foremost.

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Our Promise

Through rigorous research and attention to detail, we only recommend investments that are good enough to hold in our own portfolios. It has to be good enough for us before it’s good enough for you!

Sophisticated and Savvy Advice

Get the guidance and portfolio management you need in a way that fits your goals, risk level and desired results.

Independent Wealth Management in Scottsdale, Arizona

Independent Wealth Management in Scottsdale, Arizona

We provide independent, comprehensive financial planning to families here in Scottsdale and across the US. Our office overlooking Kierland Commons is perfectly situated within the financial district to be able to provide white-glove service to our select group of clients. We always have a great meeting spot for lunch or dinner to discuss your portfolio.

What You Can Expect When Working Together

What You Can Expect When Working Together

We have a no-cost, three meeting process to ensure we can holistically serve all your financial needs. 

Our first meeting consists of discovery through listening and learning as much about you as possible to best serve your financial needs. In our second meeting, we do an extensive portfolio review and discuss whether your portfolio is on course. In the third meeting, we finalize and address the details and set up quarterly in-person reviews. Because we only work with a select number of clients, you’ll realize how much more attention you and your investments receive. This translates into more secure returns for you and your family.

Enjoy having an advisor who knows and actually cares about you and incorporates a personal touch into managing your portfolio.

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