Phone: 602.808.5580
Fax: 602.808.5553
3131 East Camelback Road, Suite 350
Phoenix, AZ 85016

Our Philosophy

Our website is named Habits of Wealth.  Many wonder what that means.  Habits of Wealth is our daily reminder of our philosophy of how we best serve our clients and who our clients are. 

To be human is to have habits.  Our habits can help define who we are and what we become.  Habits are extremly powerful and can be very difficult to change or break.  Our focus, and that of our clients, is to create personal habits of wealth.  This is not only a financial goal, but also a way of living a balanced life in all aspects.

Some Habits of Wealth employed by successful individuals include:

  • Investing regularly and systematically
  • Spending less than they earn
  • Surrounding themselves with other successful people
  • Debt free- except for real estate or business investments
  • Take intelligent risks
  • Ask questions
  • Constantly learning and open to new ideas
  • Give freely to others and the community
  • Have an attitude of gratitude

What are your Habits of Wealth?

Contact us now to discuss how we can help you with charitable giving and other financial goals.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

3131 East Camelback Road, Suite 350, Phoenix, Arizona 85016 United States

We are registered and licensed to sell Securities and Insurance in the following state(s): Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Massachusetts, Missouri, Nevada, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Virginia.

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