Retirement Wealth Partners

Retirement Wealth Partners is a financial planner in Tucson, AZ, specializing in retirement planning, wealth management, and fiduciary advisory services for individuals, families, and employers. The firm offers comprehensive financial guidance tailored to clients’ unique life goals, including investment management, tax strategies, risk management, and retirement plan consulting for 401(k)s, IRAs, and other qualified plans. Serving clients across Arizona and beyond, the firm emphasizes personalized, holistic advice rooted in integrity and long-term financial wellness. With a legacy of service since 1962, the firm has earned recognition as a 2025 Forbes Best In State Wealth Management Team, underscoring its standing in the financial advisory field.

Rooted in a family-owned tradition, Retirement Wealth Partners traces its origins to a Schannep family member who has guided financial decisions in the Southwest for over six decades. The firm’s approach centers on client-centered planning, combining deep expertise with compassionate service. Its team includes certified professionals such as Timothy M. Schannep, CFP®, and Jack H. Schannep, CFP®, who bring extensive experience in retirement and wealth planning. The firm emphasizes financial education as a core value, empowering clients with knowledge to make confident decisions. As fiduciary advisors, they act in clients’ best interests, offering independent, non-qualified, and qualified plan options with a focus on long-term security.

Located at 4568 E Camp Lowell Drive in Tucson, the firm sits just a short walk from East Camp Lowell Drive and is within a quarter-mile of North Swan Road and East Fort Lowell Road. It is situated about 0.4 miles from McCormick Park and 0.3 miles from the Pain Institute of Southern Arizona Procedure Center. Nearby, The Mini Time Machine Museum offers a distinctive cultural landmark within a short distance.

The firm maintains a strong digital presence with a well-optimized website that provides clear, detailed information across all pages, ensuring consistent and accessible business data. Its online documentation is thorough and structured, enhancing visibility and trustworthiness in digital searches. This consistency supports easy discovery and reliable information access for potential clients.

As a trusted financial partner in Tucson, Retirement Wealth Partners combines decades of local heritage with a modern, client-focused approach, helping residents build secure, meaningful futures.

Services:

• Fiduciary Planning
• Investment Management
• Retirement Planning
• Risk Management
• Tax Strategies