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HOME
INVESTMENT MANAGEMENT
Comprehensive Wealth Management
Getting Started
Assessment Tool
FINANCIAL PLANNING
Comprehensive Financial Planning
Retirement Planning
Tax Planning & Prep
ABOUT
About our Firm
Fees
Our Fiduciary Committment
ARTICLES
CONTACT
Independent, fee-only wealth management in Prescott, AZ
Book a Meeting
Client Portal
When investing, the fees matter as much as the returns
Brandon Montoya
January 10, 2017
Is the Fiduciary Standard a Plus for Investors?
Brandon Montoya
January 3, 2017
fiduciary
Do You Have a Sell Process?
Brandon Montoya
December 27, 2016
As anticipated, interest rates rise
Brandon Montoya
December 19, 2016
Could a charitable IRA rollover be right for you?
Brandon Montoya
December 12, 2016
Financial tips for a bright and successful 2017
Erica Ryberg
December 5, 2016
End-of-the-Year Money Moves
Brandon Montoya
November 28, 2016
The Intriguing Post-Election Rally
Brandon Montoya
November 20, 2016
Should You Care What the Market Does Each Day?
Brandon Montoya
November 13, 2016
Plan to spend: Designing a drawdown strategy that works for you
Brandon Montoya
November 7, 2016
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