BUSINESS OWNERS

CLOSELY HELD COMPANIES

Investment Strategies for Owners and Key Executives

PERSONAL

INDIVIDUALS & FAMILIES

Growing, Preserving, Enjoying and Sharing Family Wealth

TRUSTEE

TRUSTEES & FIDUCIARIES

Investment Guidance for Endowments, Foundations, Trusts and ERISA Plans

What started as two guys fresh from Wall Street has become a multi-generational Scottsdale office that lives and breathes one idea: “Put Clients First.” After experiencing the way big firms often prioritize profits over clients’ best interests, our founders came together to work directly with people and provide positive guidance for their financial future.

The Difference You will Experience

  • We are able to connect with you, our clients, on a deeper, more personal level.
  • We are able to create custom plans that complement your unique ambitions and circumstances.
  • We don’t offer one-size-fits-all solutions because they aren’t beneficial to all of our clients.
  • Using our T.R.U.S.T. Process, we tailor a plan that brings your dreams within reach and offers peace of mind.
100
YEARS COMBINED EXPERIENCE

Receive our Newsletter

Receive insight on prominent trends and issues impacting your financial matters, updates on what’s happening at Rowland Carmichael, and much more!

YOUR TEAM

BUILDERS OF WEALTH

Our long-term approach to wealth management, investing and financial planning reflects our combined century of experience in the industry. We are committed to pursuing your interests as we would our own.

TIM ROWLAND
Chairman and Founding Principal

DAVID CARMICHAEL
President and Founding Principal

COREY BIRD
Principal and Wealth Manager

JARON CARMICHAEL
Principal and Wealth Manager

CJ SMITH
Associate Wealth Manager

KRISTIN GREENLEAF
Financial Paraplanner Qualified Professional™
Behavior Finance Advisor™

T.R.U.S.T. PROCESS

Let us guide you through our proprietary T.R.U.S.T. Process to help you accomplish your financial goals.

TOMORROW'S RETIREMENT ULTIMATELY STARTS TODAY

LEARN MORE

RECENT POSTS

Fourth of July

| Uncategorized | No Comments
Office Hours: Thursday, July 2nd close at 1:00 PM Friday, July 3rd closed

Qualified Charitable Distributions

| Investing | No Comments
If you are at least age 70 ½, you can make tax-free charitable donations from your IRA. Up to $100,000 per year of gifts you make directly from your IRA…

Key Take-Aways from the Secure Act

| News & Community | No Comments
You’ve likely heard or read about the recently passed SECURE act and CARES act. For many of our clients, two areas of these acts are most relevant: Required Minimum Distributions…

Tax Identity Theft Awareness

| News & Community | No Comments
Be mindful of any emails requesting information. DO NOT click on any links or provide personal data without first verifying the source. If contacted by phone, DO NOT provide any personal information. If…