Wealth Management Partners of Tucson

Wealth Management Partners is a financial planner in Tucson, Arizona. The firm provides specialized services including financial planning, investment management, and education planning, with a focus on retirement, estate planning, and 401(k) and 403(b) accounts. As a fee-only Registered Investment Advisor, the firm serves individuals and families by acting as a fiduciary to ensure all recommendations are aligned with the clients' best interests.

Since its founding in 2005, the firm has focused on building long-term partnerships through a multidimensional approach to wealth management. The team includes multiple CERTIFIED FINANCIAL PLANNER™ professionals, such as Managing Partner Tom Curtis, who brings over three decades of experience to the practice. The firm’s methodology involves a rigorous asset management process that includes assessing risks, researching investments, and collaborating with external professionals like attorneys, CPAs, and bankers. Their planning services extend to college and graduate school funding strategies, as well as managing legacy milestones and charitable endeavors.

Located on East River Road, the office is situated near St. Philip's Fountain and a short distance from Catalina Foothills School and St. Philip's Plaza.

The firm is recognized for its commitment to the highest professional and ethical standards, maintaining a 5.00 rating from clients. Wealth Management Partners is known for its transparent, objective advice and its dedication to providing personalized guidance through every stage of life's financial transitions.

Wealth Management Partners provides dependable, fiduciary-based financial planning for the Tucson community.

Services:

• Education on Financial Decisions
• Financial Planning
• Investment Management