Oakwell Private Wealth Management

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

BirdRock Asset Management

At BirdRock Asset Management, we provide a comprehensive approach to wealth management for individuals in transition. Our team specializes in helping our clients make a smooth transition from one job to another, guiding them through the process of re-evaluating their 401Ks. We also assist women facing divorce and business owners planning to sell their businesses. Our goal is to provide our clients with individualized asset management and wealth growth strategies that are tailored to meet their unique needs. Our team of experts have the expertise and experience necessary to design customized plans that maximize the value of your investments. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Charles Schwab

Charles Schwab started an investment firm with a revolutionary mission to put their clients first in everything - from core values and beliefs to products and services. This has made Schwab a leader in wealth management for over 40 years, offering a wide range of personalized financial advising, retirement planning, and expert research. They also provide complimentary workshops on topics from investing basics to complex trading strategies. Schwab is dedicated to helping their clients make informed decisions and build lasting wealth. The team at Schwab is committed to providing the best service and support for their customers. Their brokerage products are designed to help clients make informed decisions about their investments without sacrificing safety or security. Clients can count on Schwab's experience and expertise to guide them through the complexities of the market. All of Schwab's products are backed by the promise that they will never put profit before their clients - always putting them first.

Areté Wealth Strategists

Arete Wealth Strategists is a fee only financial advisory firm offering financial planning and investment management services for executives and business owners. We bring bring strategy, structure, clarity and confidence to your financial life and keep it that way. We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals. We align with clients who see the purpose of money as a means to enhance their own and their families' well-being. We view our success as maximizing your return on life, not simply your return on investment. Why Choose Us? - We specialize in the needs of small business owners - High-touch, limited number of engagements (you'll deal with the same people throughout your engagement) - We are your fiduciary and thus legally obligated to put your best interests first - Credentialed and experienced - Innovative, flexible and tailored investment philosophy - Cutting-edge technology to save you time, increase accessibility & reduce our carbon footprint

Larson Wealth Management

Larson Wealth Management is an independent, fiduciary investment management and financial planning firm. Larson Wealth Management is an independent Registered Investment Advisor (RIA). Our services are focused on helping our clients grow and protect their wealth.  We help them prepare for the largest financial events in their lives: buying a home and working on become debt-free, saving for kids' college expenses, retiring from active work, and distributing the leftover estate to heirs in an efficient manner.  In all of our planning we help our clients maintain tax-efficiency by utilizing IRS-approved strategies to shelter income from taxes. Larson Wealth Management is absolutely committed to doing what is best for our clients each and every time - no matter what. We are a fee-based, independent financial advisory firm that is dedicated to helping our clients achieve financial success by solving their most critical financial problems. We do not receive commissions from investment custodians and we don't sell investment products.  Rather, we work directly for our clients according to service contracts that have simple, transparent fee structures.  Our objective is to help our clients grow their wealth as aggressively as needed to reach their goals without taking on risks that are unnecessary.  All of our planning is centered around our clients' objectives...

Chris Covert CPA, CFP

My mission is to assist clients in achieving financial goals by customizing solutions for their unique objectives. I specialize in wealth accumulation, retirement distribution and legacy transfer strategies. Independent holistic advice is the cornerstone of my practice: * As an independent advisor, I leverage the best resources, technology and research available without compromising my ability to provide unbiased services and sophisticated solutions. * With more than two decades as a CPA, tax guidance is incorporated into the decision making process, a benefit most financial planners cannot provide. I motivate clients to make informed decisions through education, communication and service. My knowledge, integrity and experience make me a trusted advisor to generations of families.  I am also privileged to be among those recently named as a Five Star Wealth Manager for the Phoenix 2013 inaugural list, as featured in Phoenix Magazine's September issue. This award was bestowed on the top 3% of all Financial Planners in the Greater Phoenix Metropolitan Area in 2013.

True Root Financial

At True Root Financial, we are a fiduciary financial advisor with 19+ years of experience at renowned firms including Goldman Sachs and BlackRock. We provide comprehensive services such as investing, tax planning and wealth management for business owners, physicians, tech professionals and high-earning individuals. Our mission is to help our clients achieve their life goals with unbiased, ethical and legal advice. We are a fee-only advisor, which means no commissions and no product pushing. Our team of experienced advisors have the professional knowledge and specialized skills to customize strategies that fit the needs of our clients. With our expert guidance, you can trust that your investments, taxes and wealth are in good hands.

Asset Preservation Wealth & Tax

Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.