To inspire and delight our clients with preferred wealth management through experiencing uncommon levels of service; whereby they receive constant communication, unbiased counsel, and unparalleled financial service.
At our firm, we have the client and only the client in mind.
Our mission is to get to know and understand your needs, wants, and financial goals. We want to help you develop, implement, and monitor a strategy thats designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking out of the boxÂ and we are not afraid to provide creative strategies in our approach to investment services. All of our energy, commitment, and efforts are focused on you, the client, and your financial goals and objectives.
Fax: (520) 844-1448
Our Fiduciary Wealth Managers Can Provide You with:
Retirement Distribution Planning
Social Security Benefit Maximization
Tax Planning (with one of our local Preferred Partners)
Estate Planning (with one of our local Preferred Partners)
Will & Trust Planning (with one our local Preferred Partners)
Asset Protection Strategies
Inheritance Income Planning
Income and Paycheck Protection utilizing Life & Disability Insurance
Long Term Care Protection
Located on Wilmot north of Broadway on the west side of the street
All Luxe Wealth Management clients receive:
- Professional investment management
- Annual financial review - Regular account statements by mail
- Prompt phone and email support
- Weekly economic and stock market update by email
- Bi-Monthly financial/lifestyle updates by mail
- Quarterly research papers by email
- Invitation to two client educational meetings per year
- Invitation to Luxe Wealth Management charity events