Tucson

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Years of experience have prepared us to guide you through your life transitions.

blooming cacti

How You Get There

We believe values matter, and we live by ours every day.

Client Centered

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Learn More

Our Team

Chad Winn

Director

For more than twenty years I've been helping my clients develop strategies for pursuing their financial goals. I hold...

Parker Winn

Wealth Manager

Parker was born and raised in Tucson and is a third generation Salpointe graduate. He graduated from Salpointe in 2015...

Lupita Hi-O'Connell

Wealth Manager

Lupita Hi-O’Connell earned her degree in Accounting from University Autonomous of Tamaulipas, Mexico. She also attended...

Glenda Torres

Practice Manager

As Practice Manager, Glenda’s role is concentrating on efficient functioning of the operational aspects of the office...

Tavia Paine

Community Engagement Manager

Tavia was born in Texas and moved to Arizona. She earned her Business Associates Degree at Pima Community College and...

James “Bobby” Armijo

Born and raised in Tucson. He graduated from Kino School and volunteers at his local church. He enjoys listening to John...

Latest Blogs

5 Damaging Myths About Money Talks & the Facts Behind Them

Chad Winn |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...
A grove of orange trees.

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Chad Winn |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...
Stock Writing

Why Financial Literacy is Important

Chad Winn |
Categories
Education
Finance
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement.

View all Blogs