Trusted Professional Advisors – East Valley
IRONWOOD WEALTH MANAGEMENT
Who we are: We’ve created a video to learn more about our team approach here
Location: 3100 W Ray Rd., Suite 301, Chandler, AZ 85226
Website and Contact Information: ironwoodwm.com ; firstname.lastname@example.org ; Phone: (480) 776-5960
Rick Wagner, ChFC®, CFP®; Craig Moore, ChFC®, CFP®; Lauren Chavez, CFP®; Alexander Marek, RICP®
Caleb Huftalin, CFP® – Founder/Director of Wealth Management at RIDGELINE PRIVATE WEALTH
About Caleb: Caleb is a CERTIFIED FINANCIAL PLANNER™ with a mission to guide leaders to implement wise financial decisions that advance their vital purpose. He guides business owners with specialized strategies to reduce taxes and invest wisely so they can build wealth with confidence. He has been married since 2005 and lives in the East Valley. When not coaching sports or serving at Christ’s Church of the Valley (CCV) in Mesa, he enjoys hiking, paddle boarding, or off-roading in the family 4Runner anywhere in the southwest.
Caleb’s Priorities in Serving Clients: Financial Planning & Investment Management for business owners who often feel like they miss out on wealth potential because they don’t have time to research unique tax and investment ideas.
Target Client: Caleb’s typical clients are busy, profitable business owners. Specifically, they ideally have one or more of the following characteristics: 1) investable cash and investment/retirement assets of $1M or more, 2) total income of $500K or more, and/or 3) are a legacy-minded business owner looking to sell their business within a few years.
Location: Ridgeline Private Wealth 2929 N Power Rd. Suite 101 Mesa, AZ 85215 (as well as virtually around the country with clients in a number of states from Florida to Alaska).
Website and Contact Information: https://www.ridgelineprivatewealth.com ; email@example.com ; Direct Phone: (602) 456-9086
Jeremy Sharp, ChFC©, Founder & Financial Planner at Redeem Wealth
About Jeremy: Jeremy is passionate about aligning personal values with finance. He has been in the finance world for over 10 years, has a bachelor’s degree in finance, and the Chartered Financial Consultant (ChFC®) designation. Jeremy thrives on building meaningful and impactful relationships with people from all walks of life, consistently seeking new ways to serve those who trust Redeem with planning for their future.
Jeremy and his family of 5 currently live in Mesa, Arizona, but have strong ties to New England. He and his wife, Grace, are active in their local neighborhood church, and are passionate about the foster care crisis in Arizona, regularly supporting organizations that bring awareness to how people can love and support underserved adults and kids in their local community.
Jeremy’s Priorities in Serving Clients: Assisting individuals and families (1) create a comprehensive and flexible financial plan, balancing planning for the future with relishing in the joys of life, (2) focusing on global diversification and academic research to align investments with goals and values, (3) devise a tax strategy by filing taxes and leveraging comprehensive financial planning goals, and most importantly, (4) provide ongoing support through life’s inevitable twists and turns to help clients sleep at night!
Target Client: Jeremy & Redeem Wealth’s typical client usually checks at least one of the following boxes: (1) Looking to incorporate faith into their financial life (2) wants to create a lasting impact with both family and community.
Location(s): Redeem Wealth operates out of both Gilbert and East Mesa, as well as virtually
Website & Contact Information: redeemwealth.com ; firstname.lastname@example.org ; (480) 680-7975
Nestor Montoya, CFP, ChFC and Joe Cooper – Wealth Management Services at Summit Financial Solutions
About Nestor and Joe: Nestor and Joe work to provide families with multigenerational wealth management services. They pride themselves on providing advice that is truly client-first and have structured their practice to ensure they can help clients without a big bank agenda being pushed by a manager. Together they bring the knowledge and the tools to provide creative and personalized investment strategy and management, working closely with client’s tax advisors and estate attorneys to ensure that the investment strategy accounts for the whole picture.
Nestor and Joe’s Priorities in Serving Clients: In an era where tax code and investment structure has only gotten muddier, finding a team who will help you understand your choices and recommend only the most appropriate products is more and more difficult. Building an environment of trust is paramount in everything we do, presenting our ideas in a way that is stripped of Wall Street lingo. Nestor and Joe believe that each person and family has a unique story and need. Andrew understands this, too. Allow us to share how we have helped hundreds of individuals manage their finances and achieve their goals.
Target Client: Individuals and families who are looking for assistance in developing a plan and strategy that is centered around their needs and goals, not pie charts from a flyer.
Location: 430 W Warner Rd. Tempe, AZ 85284
Website and Contact Information: www.summitfinancialsolutions.com; email@example.com; (480) 284-6554
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge, Harowitz & Morrison, PLLC and Summit Financial Solutions are not affiliated. Cambridge does not offer tax or legal advice
Brian D. Wruk, MBA, CFP (US), CFP (Canada), TEP Transition Financial Advisors Group, Inc.
About Brian: A fiduciary financial advisor since January of 1997, Brian has helped hundreds of families navigate the complexities of their personal finances to achieving their goals. He prides himself in being able to take complex subject matter and convey it in an easy-to-understand way so his clients can make the right decision for their situation. Brian serves the community by undertaking pro bono budget counseling, helping in divorce cases and assisting widows who have lost a spouse. Away from the office, Brian enjoys time with his wife, reality TV, time with his daughters and he recently became a grandfather.
Brian’s Priorities in Serving Clients: Brian and his team have been providing comprehensive wealth management services to a select group of clients since founding his firm, Transition Financial in 2001. He has navigated many clients away from financial decisions or products that would have significantly delayed the achievement of their personal goals. The conversation doesn’t start with your portfolio size or your tax situation, it starts with a conversation about you, your loved ones and what you are trying to achieve. That drives all of the decision-making across all aspects of one’s personal financial situation. To do this, it may require running retirement projections, tax planning and preparation, estate plan design, managing investment portfolios or helping with risk management issues like disability, job loss and death of a bread winner.
Target Client: Clients of Transition Financial typically have more complex financial situations requiring advanced tax planning, estate planning or more sophisticated investment strategies.
Location: 2487 S Gilbert Rd. Suite 106-618 Gilbert, AZ 85295
Website and Contact Information: https://www.transitionwealthus.com/; firstname.lastname@example.org; (480) 722-9414