Wilde Wealth Management Group

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.

Phoenix, Arizona

Covington Wealth Strategies is a Phoenix-based financial advisory firm that works with clients across various life stages, from first-time investors to those approaching retirement. The firm coordinates financial planning through a three-step process: discovery of personal goals and risk tolerance, development of a customized financial strategy, and ongoing plan maintenance. They offer complimentary introductory consultations and emphasize individualized attention rather than standardized approaches to financial planning.

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.