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 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

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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

LACEE FLOYD
Wealth Manager

KRISTIN GREENLEAF
Financial Paraplanner Qualified Professional™

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

We have moved!

| News & Community | No Comments
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…

Happy 4th of July

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"May we think of freedom, not as the right to do as we please, but as the opportunity to do what is right." ~Peter Marshall Our office will close on Tuesday,…

Kristin Greenleaf Earns the Financial Paraplanner Qualified Professional (FPQP™) Designation

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We are pleased to announce the College of Financial Planning has granted Kristin Greenleaf the Financial Paraplanner Qualified Professional™ (FPQP™) designation. Individuals who hold the FPQP™ designation have completed a…

New Medicare Cards Are Coming

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Are you currently receiving Medicare? To help prevent fraud and fight identity theft, Medicare is removing Social Security numbers from Medicare cards. Current Medicare recipients will receive a new card…