Our Primary Focus Areas:
- Investment Management
- Retirement Accumulation Planning
- Retirement Distribution Planning
- Tax Planning
- Ancillary Financial Topics
Fixed Fee Wealth Management
Who We Serve
Tax Smart Investing And Preparing Clients For Retirement Is Our Focus
Providers Wealth is a boutique, full-service wealth management firm based in Phoenix Arizona. The technology we utilize allows us to serve clients nationwide. Our focus is working with private healthcare practices, small business owners, and individuals and families. We can also serve the business entity as a client.
Who we work best for:
Pre-retirees and Retirees – we specialize in tax-efficient investing and retirement accumulation planning for those not ready to retire, and distribution planning for those in or near retirement.
High Earners, Savers, and Investors – those who have accumulated at least $250,000 or more to invest.
Delegators that value expertise – Our clients have either no time and or no desire to properly manage their investments, build or keep track of their financial plan, or research tax planning strategies.
How are we different:
We specialize in retirement planning, accumulation and distribution – Our background and experience is in working with small business owners, both as individuals, and in helping their business entity.
Independent – We are not affiliated with any broker-dealers, banks or insurance companies. We are not a hybrid either, which appear independent but are affiliated with a specific entity. This enables us to offer fully comprehensive advice without any pressure to make questionable recommendations.
Credentialed Fiduciary – Our firm is a registered investment advisor firm, which operates under the fiduciary standard. Additionally, I have the Certified Financial Planner professional designation which also requires a fiduciary duty of loyalty to clients.
Fee Only Firm – Our firm is a “fee only” firm, which means we don’t have products to sell you or earn commissions on your investments. Our compensation only comes from fees our clients pay us directly.
Virtual Office – We have a local presence in Greater Phoenix area of Arizona but we can easily provide our full client experience virtually to clients across the country.
