• Compare your portfolio's performance against your peers' portfolios

  • Optimize your portfolio using proprietary software

  • Monitor and adjust your portfolio for any professional or life changes

  • Provide coaching about important market changes in layman's terms

  • Provide transparent reports and fees so you feel comfortable with our advice 

NOTE: Upon request, we can analyze your portfolio for FREE.


If you would like suggestions on how to improve your portfolio, you will need to pay a one-time fee.


To analyze your portfolio and obtain your score for FREE, please click here.

10565 N 114th St #102 
Scottsdale, AZ 85259


Phone: (480)443-3303

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Business Hours

Monday - Friday
8:00am - 5:00pm AZ Time

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, IL, MO, MT, NE, NV, NY, TX, UT, VA, WA, WY.