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Simplified Financial Advice.

Our financial advisors in Tucson treat every client like family. We provide specialized guidance to our retired clients financially, physically and emotionally by providing the highest level of service. How do we do it? By making the complex simple.

Our goal is to help reduce your fear of running out of money while organizing and simplifying the paperwork. Proudly serving the greater Tucson area, we provide quality financial advice and retirement planning.

We specialize in pre- and post-retirement financial planning and wealth management. We help retirees and those preparing for retirement with estate planning, retirement income planning, investing, and beyond.

Each of our clients receive the highest level of service and help you pursue your financial goals and objectives. Whether you’re just starting to grow your wealth, managing your 401(k) or planning a legacy for your family, we’re here to help you on every step of the journey.

ALL IN ALL, WE ARE HERE TO HELP YOU SEE HOW TODAY AFFECTS TOMORROW FINANCIALLY.

Pre- and Post-retirement Planning

Investment Management

Retirement Income Planning

Our Advisors

David McMenamin

CFP®, ChFC®

Managing Director, Partner & Wealth Advisor

Trey Andrew

Wealth Advisor

Veronica Adams

Wealth Advisor Assistant

Meet Our Whole Team

Resources

8 Blunders to Avoid in Retirement

For many retirees, this momentous event creates apprehension and fear. But, it doesn’t have to be that way. With the proper planning strategy, you can move toward your future with certainty and excitement.
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The Sustainable Edge

Achieving the “Sustainable Edge” is not solely about creating a business where you can fulfill your passions. It also means having time for the three or four other things in your life you are passionate about. By narrowing your focus to just a few passions, you will enjoy your life more than if you try to pursue twenty passions at once. We will help you do that through the ideas and lessons taught in this book. Order your copy:

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3 Methods to Help Avoid Running Out of Money

What’s the No. 1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
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4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.

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HOW FAR ARE YOU From Being Ready for Retirement?

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Primary Service Areas
We are proud to serve investors in the Tucson area, including Benson, Marana, Eloy, Oro Valley, Green Valley, Saddlebrooke, Scottsdale, Willcox, Rio Rico, Tombstone, Sierra Vista, and beyond.