Investment Strategies for Owners and Key Executives
What started with two young Wall Street stockbrokers, has grown into a multi-generational Scottsdale practice. Their current business plan differs from their work on Wall Street in one major way: “Put the Clients First.” After experiencing the way large firms prioritize profits over clients’ best interests, our founders came together to work directly with clients 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
DAVID CARMICHAEL
COREY BIRD
JARON CARMICHAEL
LACEE FLOYD
KRISTIN GREENLEAFT.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
RECENT POSTS
Happy Thanksgiving to you and your family! Thanksgiving Holiday Office Hours Wednesday, November 21st close at 2:00 PM Thursday, November 22nd closed Friday, November 23rd close at noon
Twice a year our firm takes time to volunteer in our community. In the past, we have volunteered at St. Mary’s Food Bank and Feed My Starving Children. This fall,…
At Rowland Carmichael, we each wear many hats. Last month, however, we decided to change up our shoes too. Lacing up our bowling shoes, we hit the alley under the…
Our new location, website and logo Rowland Carmichael will be closed and moving offices on Wednesday, September 5th at 2:00 PM through Friday, September 7th. We will be open on…