Cole Wealth Management

Vestpointe Wealth Management is a financial services firm based in Scottsdale, AZ, offering integrated investment management, estate planning, retirement planning, and tax consulting services. With a team of experienced CPAs and investment advisors, they provide comprehensive strategies to help clients achieve their financial goals, leveraging their entire financial picture to maximize returns, minimize risk, and reduce taxes. Founded in 2004, Vestpointe Wealth Management takes a navigator compass as their logo, symbolizing their approach of setting sail with a course in mind and adjusting to changes in markets, tax law, and circumstances. Their expertise in all aspects of a client's financial life allows them to develop and execute strategies that align with individual needs and objectives.Generated from the website

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