InTouch Wealth is an independent, fiduciary firm dedicated to providing comprehensive, personalized financial planning through a focus on education and highly communicative service. We are a team of financial advisors and Certified Financial Planners® serving individuals, families and businesses in southwest Arizona, Maricopa, Scottsdale and beyond. Our team came together through a mutual desire to help clients plan for and transition into their ideal retirement, so they can spend time doing what they love to do.
Throughout our extensive experience in working with individuals and couples nearing or living in retirement, we’ve seen a wide range of circumstances, goals and challenges our clients face. But we’ve seen a common thread in each of them. After years — decades — of planning and saving for retirement, when the day finally arrives that work becomes optional, the question many people have isn’t whether or not they have enough money. Instead, it’s a question of understanding how to transition from the income-earning stage to the wealth distribution stage. Facilitating an effective strategy for this transition is where InTouch Wealth specializes and excels.
As Certified Financial Planners®, we hold ourselves to high ethical standards for the benefit of our clients. We are passionate about putting our clients in a position to enjoy the retirement they deserve, and we do this, not only through personalized financial planning and investment management, but also through our detailed focus on income planning. Taking a relational approach, we’ll gather a deep understanding of your needs and goals for retirement, then develop a strategy and plan for how your wealth will be sustainably distributed throughout your retirement years, and beyond, if desired.
Our team of financial planning professionals are equipped to address a wide variety of needs for families at all stages of life — from retirement and investment planning, to wealth management, estate planning, college planning, insurance planning and more. Let the family-focused InTouch Wealth team help you plan, spend and retire with confidence.
Serving business owners in southwest Arizona and beyond, InTouch Wealth offers a wide range of services to meet your unique needs. We’ll help you take care of the details of running your business so you can focus on the bigger picture and get back to enjoying the things that matter most to you. From cash flow analysis, to tax strategies, retirement plan services and more, we’re here for you.
Investment Advisor Representative
Financial Services Representative
Client Service Specialist
We start by understanding clients as people with goals, dreams, businesses, families, and passions. We develop connections that go beyond money and finance to make recommendations that help get you where you want to be.
We’re committed to thorough communication and sharing all we know about what we recommend. It’s essential to maintaining trust and confidence in our partnership and in your long-term financial plan.
We do the work to understand your complete picture so we can offer finely tailored advice. Your finances have broad implications on all you want to do in your business and life so we’re careful to understand it well.
We’re committed to being responsive, accessible, and to maintaining a teacher’s heart. But more than that, we’re genuinely interested in knowing our clients so we can truly personalize their experience and roadmap.
As CFPs® we have the education, knowledge and experience to help you navigate complex financial situations and create a comprehensive plan that works for you. Through a highly personalized process, we get to know you, your goals, and personal circumstances. Learn more about working with our team of Certified Financial Planners.
At InTouch Wealth, we offer personalized, comprehensive financial solutions for families and businesses in southwest Arizona. Let us help you plan, retire and live with confidence.
We take a relational approach to financial planning, carefully and thoughtfully taking into account your goals, dreams and circumstances as we design your custom financial roadmap.
If you’re ready to get started, or if you want to learn more about the InTouch Wealth team and how we can help, we’d love to hear from you. Contact our caring, experienced staff today.