Elizabeth A. Mahoney, AAMS
Co-Chief Executive Officer, Founding Partner, Private Wealth Manager
(602) 429-8213
Jay R. Spector, CFP®
Co-Chief Executive Officer, Founding Partner, Private Wealth Manager
(602) 429-8275
Consultative Planning Including Financial Blind Spots
Customized Investment Management
Risk Management, Asset Preservation, and Insurance
Business Succession Planning
Charitable and Philanthropic Giving
Tax Planning Strategy Discussion
Income Distribution in Retirement
Wealth Building and Retirement Plan Construction
Financial Considerations for Special Needs Planning and Guardianship/Conservatorship
Children and Education Planning (Including Budget and Investment Education)
Consulting and Speaking
Estate, Multi-Generation, and Legacy Planning
Plan for Your Tomorrow by Meeting our Team Today!
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Service above self drives our organization as we partner with you to pursue your financial goals.
Weekly Market Commentary
Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.