A FINANCIAL PARTNER
Objective Wealth walks along side you as a partner to help you navigate life's financial twists and turns. We help you manage both current financial concerns as well as plan for what comes next.
VIRTUAL & TECH-FORWARD
I am located in Phoenix, AZ, and are happy to meet in-person, but have clients located in several states and meet most of our clients virtually via phone or video chat. In fact, we find many local clients prefer meeting via phone/video.
I use modern technology to maximize convenience and security. Digital account access, virtual communication, and cloud-based portals help you manage your finances quickly and easily whether at home or on the go.