Covington Wealth Strategies

Tucson, Arizona

Foster Wealth Management is a Tucson-based wealth advisory firm that provides investment management, tax strategy, estate planning, and insurance coordination services. Operating as fiduciaries, the firm focuses on understanding clients' personal circumstances, goals, and risk tolerance through long-term relationships built on open communication. The practice is affiliated with JW Cole, a broker-dealer, and reports that its growth derives entirely from client referrals.

Mesa, Arizona

American Retirement Advisors is an investment advisory firm in Mesa, Arizona. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Surprise, Arizona

Independent RIA

Wilde Wealth Management Group is an independent ria firm in Surprise, Arizona. Services include Estate Planning, Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

Show Low, Arizona

TW Smith Planning and Investments, based in Show Low, Arizona, provides financial planning and investment management services led by Tyrell W. Smith, who holds an MBA from Colorado State University–Pueblo, the CRPC designation, and Series 7 and 66 registrations. The firm offers comprehensive financial planning, portfolio management, tax planning, retirement income planning, and ongoing financial guidance, with a specialized focus on disability and injury settlement planning informed by the principal's personal experience as a C6 quadriplegic. Smith is also licensed to sell life insurance, health insurance, and annuities, and the firm works with legal professionals on matters such as Special Needs Trusts and Medicare Set-Asides.