Custom Financial Design | Financial Advisors & Wealth Management in Phoenix, AZ

Making a Comprehensive Plan

We take a holistic approach to your financial plan — one where intentional questions and thoughtful listening guide us to assemble and implement a plan for your financial future.

We work from a top-down approach, looking at the “big picture” to help provide a balance between your short- and long-term financial goals.

With this approach, we coordinate your investment management, insurance needs, estate and retirement planning, and estate tax planning into a thoughtful, achievable financial plan.

Partner With Professionals

We offer you an environment with the common goal of providing you with expertise, sound judgment, personalized
service, and the comfort level you need to confidently pursue your financial goals.

Commonwealth’s Investment Management and Research consultants work with us to help ensure that you receive prudent investment advice. Team members apply their expertise to asset allocation recommendations and advanced portfolio construction while delivering timely insight on market opportunities and investment performance — all so you can be confident you’re offered the products and strategies to best pursue your goals.

Learn more about the team below

Plan Well, Live Well

We enjoy working with individuals and families who are ready to make a commitment to their financial future.

Rebecca feels especially close to small business owners since she too comes from a small business family. Miguel strives to educate and empower his clients to have their best possible financial future.

Allow us to help provide the insight and direction you need to build a solid retirement plan with the objective of fulfilling your needs and financial goals. We will help guide you to strategies for your most important retirement decisions — rollovers, Social Security options, beneficiary planning, and when and how to take income from investments — while striving to help you grow and preserve your money.

Retirement Planning

Investment Management

Estate Planning

Financial Planning for Small Business Owners

Insurance & Risk Planning

Wealth Management for Individuals & Families

Based in Phoenix, we're proud to work with clients throughout the Valley - including Scottsdale, Tempe, Paradise Valley, and beyond.

We work best with individuals, families, and small business owners in the Phoenix area who are ready to be intentional about their financial future.

That might mean building a retirement plan from scratch, navigating a business transition, or getting a second opinion on a plan they already have.