Stine Wealth Management of Avondale

Stine Wealth Management is a wealth management firm in Avondale, AZ, located at 6991 E Camelback Rd. The firm assists clients with investments, taxes, retirement planning, and estate planning through strategies tailored to individual risk tolerance and long-term goals. Services include managing 401(k)s, 403(b)s, IRAs, and Roth IRAs, as well as handling retirement income planning, pension and Social Security planning, tax-efficient strategies, college savings plans, and various insurance types including long-term care, disability, and life insurance. The practice supports clients through the three phases of wealth: accumulation, distribution, and transfer. It holds a rating of 5.00 based on customer reviews.

Founder Alison N. Stine established the firm in 2020 after beginning her investment career in 2013. She earned her Securities licenses in 2014, was promoted to Vice President in 2018, and obtained her RICP® designation in 2019. In 2023, she became a CERTIFIED FINANCIAL PLANNER® professional. Stine holds a degree in Finance from the University of Arizona’s Eller College of Management, graduating early with honors. She meets with clients face-to-face or virtually to develop, implement, and monitor strategies for debt management, college savings, and retirement. The firm’s approach emphasizes education, empathy, and ethics, aiming to build long-term relationships through open and honest communication.

BizScoreAI gives Stine Wealth Management a Technical score of 86 out of 100, which ensures the website is technically sound, secure, and indexable so search engines can read it without errors. The firm also holds a Discoverability score of 75 out of 100, confirming that AI crawlers are allowed access to every page, which is the necessary first step for AI assistants to recommend the business.