OneAZ Wealth Management

Our Story and Mission

At OneAZ Wealth Management, we're dedicated to helping our clients build a brighter financial future. As a team of experienced LPL Financial Wealth Advisors and Support Staff, we're committed to providing personalized service and tailored solutions to meet the unique needs of each individual. With our office located in OneAZ Credit Union branches across Arizona, we're proud to serve our local community and help our neighbors achieve their financial goals.

Our Services

At OneAZ Wealth Management, we offer a wide range of services designed to help our clients achieve their financial ambitions. Whether you're looking to invest for the future, protect your assets, or plan for retirement, we have the expertise and resources to help you succeed. Here are just a few of the services we offer:

Investments

From stocks and bonds to mutual funds and exchange-traded funds, our experienced advisors can help you build a diversified investment portfolio that meets your unique financial goals and risk tolerance.

Insurance

Whether you're looking to protect your family's financial well-being or preserve your hard-earned assets, we offer a range of insurance solutions, including life insurance, long-term care insurance, and disability insurance.

Retirement Planning

As you approach retirement, it's essential to have a solid plan in place to ensure a comfortable and secure financial future. Our experts can help you create a personalized retirement plan that takes into account your unique goals, income needs, and expenses.

Guided Wealth Portfolios (GWP)

Our Guided Wealth Portfolios (GWP) program offers a low-cost, high-touch investment solution designed to help you achieve your long-term financial goals. Through GWP, you'll have access to a diversified portfolio of ETFs and mutual funds, managed by our experienced advisors.

Our Advisors

At OneAZ Wealth Management, we're proud to work with a talented team of advisors who are dedicated to helping our clients achieve their financial goals. Each of our advisors has extensive experience and expertise in the financial services industry, and they're committed to providing exceptional service and personalized attention to every client.

Why Choose OneAZ Wealth Management?

When it comes to managing your financial affairs, it's essential to work with a reputable and trustworthy partner. At OneAZ Wealth Management, we're dedicated to delivering exceptional service, empowering our clients with the knowledge and tools they need to succeed, and helping them build a brighter financial future.