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

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.
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7 Milestones At Age 50 & Above

Chad Winn |
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...
Elderly woman and younger woman having a conversation

Do You Still Need Life Insurance When You Retire?

Chad Winn |
Categories
Insurance
4 Reasons You May Consider Keeping It When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The primary purpose of life insurance is to protect your family against a loss of income should you or your spouse pass away. Life insurance benefits are especially important for individuals who still have dependents or have accrued a significant amount of debt. So, if you don’t fit this description...

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