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2030 East Speedway Boulevard, Suite 220, Tucson, AZ 85719

(520) 326-8950
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Wealth Management for Every Chapter of Your Life

Consilium Wealth is an advisory practice based in Tucson,AZ guiding families, professionals, business owners, and university faculty through retirement, investing, taxes, and legacy, with clarity and care.

Schedule a Consultation Call (520) 326-8950
40+ Yrs
Serving Families and Faculty
Fiduciary
AIF® advisors, advice in your best interest
Independent
Through LPL Financial, Member FINRA/SIPC
Based in Arizona
Providing services Nationally

Planning Built on Relationships, Not Transactions

The best financial advice is personal. It starts by understanding what matters to you, then builds a coordinated plan designed to grow, protect, and pass on what you have worked to earn.

Consilium Wealth was formed by advisors with nearly 60 years of combined experience and deep roots in Arizona's university community. We provide comprehensive, goals-based financial planning centered on long-term relationships and multi-generational guidance, for our clients and, in time, for their children, grandchildren, and philanthropic interests.

As Accredited Investment Fiduciaries®, our advisory recommendations are made in your best interest, and because we are independent through LPL Financial, we are free to recommend what fits your goals rather than any proprietary product. Retirement, investments, taxes, estate strategy, and protection are handled by one coordinated team, so your plan works together as a whole.

Every meaningful financial decision is easier with a clear plan and a fiduciary in your corner. That is what we are here to provide.

How We Help You Plan

Five coordinated disciplines and one distinctive specialty, all under one roof.

Retirement Planning

Income, Social Security timing, and a strategy designed to help your savings last through retirement.

Plan your retirement →

Investment Management

Personalized portfolios aligned to your goals and risk tolerance, monitored and rebalanced as one strategy.

See our approach →

Tax Planning

Proactive, coordinated tax strategy that helps you keep more of what you earn and what you have saved.

Explore tax planning →

Estate & Legacy Planning

Aligning documents, beneficiaries, and your plan so your wishes carry through to the next generation.

Protect your legacy →

Insurance & Protection

Needs-based coverage that helps defend your plan against the setbacks no one can predict.

Review protection →

University Faculty Planning

Our specialty: 403(b), 457, ASRS, and TIAA versus Fidelity decisions for University of Arizona and ASU employees.

For faculty & staff →

A Specialty Few Arizona Firms Can Match

For four decades, we have helped University of Arizona and Arizona State faculty and staff turn complex benefit packages into clear retirement plans, from 403(b), 401(a), and 457 coordination to ASRS pension elections and the TIAA versus Fidelity question. If you work on campus, you deserve an advisor who speaks your plan's language.

Explore Faculty Retirement Planning

Why Clients Choose Consilium Wealth

Choosing an advisor is really about deciding whom to trust with your family's future. Our value comes from experience, independence, and a standard of care scoped to put your interests first.

We pair the personal relationships of a local Tucson practice with the independence and resources of LPL Financial, so you get both attentiveness and broad market access.

  • Fiduciary Standard on Advisory Services

    Our advisory recommendations are made in your best interest, designed around your goals rather than product sales.

  • Independent Through LPL Financial

    Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

  • Multi-Generational Guidance

    We plan for you and, over time, for your children, grandchildren, and the causes you care about.

  • One Coordinated Team

    Retirement, investment, tax, estate, and protection strategy handled together, so your plan works as a whole.

Stephen Horvath, ChFC, CLU, CEP, AIF

Stephen Horvath, ChFC®, CLU®, CEP®, AIF®

Wealth Advisor & Managing Partner

More than 35 years in financial services and an Accredited Investment Fiduciary® who coordinates retirement, tax, estate, and investment planning into one strategy.

Brady Doe, AIF

Brady Doe, AIF®

Wealth Advisor & Associate Partner

An Accredited Investment Fiduciary® focused on retirement readiness and disciplined, goals-based investment strategy for families and pre-retirees.

David Hermann, CRPC, BFA

David Hermann, CRPC®, BFA™

Wealth Advisor & Associate Partner

More than 15 years in financial services, a Chartered Retirement Planning Counselor℠ focused on retirement planning, investment strategy, and long-term decisions.

Areas We Serve

Consilium Wealth coordinates estate and legacy planning from our Tucson office for families across Arizona and in many other states nationwide, working with your accountant and attorney wherever you live.

Tucson & Southern Arizona

  • Tucson
  • Oro Valley
  • Marana
  • Catalina Foothills
  • Sahuarita & Vail
  • Green Valley

Phoenix Metro & Statewide

  • Phoenix
  • Scottsdale
  • Chandler & Gilbert
  • Tempe
  • Sedona & Flagstaff
  • Prescott

Beyond Arizona

  • Planning by secure video & phone
  • Relocating to or from Arizona
  • Out-of-state family & heirs
  • Registered in many states nationwide
  • Same fiduciary team everywhere

Many clients first found us here in Tucson and stayed with us after moving elsewhere; others work with us remotely from the start. We are registered to serve clients in a number of states beyond Arizona. To confirm we can work with you where you live, just ask, or see the full list of states in the footer below.

Find Out If We Serve Your Area

Start With a Conversation

The best financial decisions are made with clear information and a fiduciary in your corner. Share a few details and we will help you understand where you stand and what your next step could be.

Prefer to talk now? Call (520) 326-8950

Ready when you are.

Schedule a Consultation Call (520) 326-8950

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Reaching out does not create an advisory relationship.

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Frequently Asked Questions

What kind of clients does Consilium Wealth work with?

We work with individuals, families, professionals, business owners, and retirees, with a particular specialty in University of Arizona and Arizona State faculty and staff. The common thread is a desire for comprehensive, coordinated financial planning from a fiduciary team.

What does it mean that you are a fiduciary?

Our advisors hold the Accredited Investment Fiduciary designation, and our advisory recommendations are made in your best interest. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. We scope our fiduciary commitment to the advisory relationship we provide.

Do you work with clients outside of Tucson?

Yes. We are based in Tucson and serve clients across Arizona and in a number of other states nationwide by secure video and phone. To confirm we are registered to serve your state, just ask, or see the list of states in the footer below.

What should I expect from a first conversation?

A relaxed, no-obligation discussion about your goals and where you stand today. From there, if it is a fit, we outline how a coordinated plan across retirement, investments, taxes, estate, and protection could work for your situation.

How do I get started?

Request a consultation through the form on this page or call our Tucson office at (520) 326-8950. There is no cost and no obligation to begin.