Barton Spector Wealth Strategies

At Chartis Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Scottsdale, AZ area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

TCI Wealth Advisors, located in Scottsdale, AZ, is an independent fee-only wealth management firm dedicated to providing comprehensive and customized financial solutions. Their team of expert advisors specializes in various areas such as investment strategy, tax planning, and retirement planning, emphasizing the importance of understanding each client's unique definition of financial success. The firm prides itself on transparency and a personal approach, beginning every client partnership with a detailed discovery phase to tailor financial plans. Guided by their philosophy that financial success encompasses both wealth and emotional well-being, TCI is committed to fostering meaningful relationships and supporting clients throughout their financial journeys. Generated from the website

For 40 years, Mercer Advisors has called Arizona home. Most of our Scottsdale advisors were born and raised here, and love providing our clients a local office feel — with the resources of a national firm. Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers. Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock positions, divorce, and other life transitions. We're proud that nearly half of our client-facing team firm-wide are women.