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

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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

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

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