Financial Advisor in Tucson, AZ
A fiduciary financial advisor headquartered in Tucson, helping individuals, families, and business owners across Arizona and the country grow and preserve what they've worked hard to earn.
For more than 40 years, Consilium Wealth has helped people turn uncertainty about money into clear, written financial plans. Headquartered in Tucson, we work with clients across Arizona, from Tucson and Phoenix to Scottsdale, Sedona, and the communities in between, and with families and business owners in many other states nationwide. Whether you're approaching retirement, managing investments, planning for your family's future, or running a business, we build a strategy around your goals, not a product someone wants to sell you.
Many people come to us with the same question: "Am I going to be okay?" Our job is to replace that uncertainty with a plan you can see, measure, and act on. We walk you through a detailed process to explore your options, picture the future you want, and make sound decisions with confidence, the same way we've guided families through retirement, investment, tax, and estate questions for four decades, whether they live across town or across the country.
As Accredited Investment Fiduciaries (AIF®), we are legally bound to act in your best interest, not to sell a product, and not to serve any institution but you.
How a Financial Advisor Can Help You
Good financial advice isn't one service, it's the coordination of several. At Consilium Wealth, retirement planning, investment management, tax strategy, insurance, and estate planning are handled by one team so your decisions work together instead of pulling against each other. Here's where we help.
Retirement planning
We model whether you're on track to retire when you want, then build a strategy for income, Social Security timing, and making your savings last, so "Will I be able to retire successfully?" becomes a question with a clear answer.
Investment management
We design and manage a portfolio aligned with your goals, time horizon, and risk tolerance, and adjust it as your life and the markets change. As independent fiduciaries, we recommend what fits you, not in-house products.
Retirement income strategy
When the regular paychecks stop, we help you turn IRAs, 401(k)s, pensions, and other accounts into a dependable, tax-aware stream of income you can rely on month after month.
Tax planning
We review your current and projected tax brackets, Roth versus pre-tax decisions, and the order in which you draw income in retirement, so you keep more of what you've saved.
Family, education & legacy
From funding a child's or grandchild's college to caring for aging parents and passing assets to the next generation, we plan across the whole family, often for decades.
Insurance & risk management
We help you identify the insurance and protection your family or business actually needs, and integrate it into your plan so risk doesn't undo years of careful saving.
We also work with business owners on the planning that comes with running a company, from cash-flow and retirement-plan decisions to eventually transitioning out of the business. You leave with a clear picture of where you stand, what's working, and the specific next steps to take, all reviewed by Accredited Investment Fiduciaries obligated to put your interests first.
Financial Planning Built Around Your Whole Life
Real financial planning is more than a portfolio or a single recommendation, it's a process that connects every part of your financial life. We start by understanding what matters to you, then map how your income, savings, taxes, investments, and protection work together, so each decision supports the next instead of being made in isolation.
Because we're independent fiduciaries, that plan is built around your goals rather than any product we're expected to sell. We have the flexibility to draw on a wide range of strategies across the market, and we revisit your plan as your life changes, through new jobs, growing families, market swings, and the move into retirement, so it stays a living roadmap rather than a document that sits in a drawer.
When you ask, "Do I actually have a plan, or just a pile of accounts?", the answer should be a clear, written strategy with a fiduciary behind it. With Consilium, it is.
Why Families and Business Owners Choose Consilium Wealth
We've spent 40+ years helping people make confident decisions about retirement, investments, taxes, and their families' futures. Headquartered in Tucson and serving clients across Arizona and many other states, we bring the same depth of planning to a household down the street and one across the country. As Accredited Investment Fiduciaries, we are obligated to put your interests ahead of our own, so our recommendations are built on your goals, not on commissions. The relationships we build are designed to last, often spanning multiple generations of the same family.
We're also independent and not tied to any proprietary products. As an independent firm working through LPL Financial, we make recommendations free from the conflicts that come with selling in-house products, and we have the flexibility to access countless strategies across the market. And because retirement planning, tax planning, investment management, estate planning, and protection planning are handled by one coordinated team, your strategies reinforce one another instead of working at cross-purposes across siloed accounts.
That depth includes a long-standing specialty in financial planning and wealth management for university professors and faculty, work that has sharpened how we handle complex benefits, pensions, and retirement decisions for every client we serve.
Areas We Serve
Consilium Wealth is headquartered in Tucson, Arizona, and provides financial planning and investment management to clients across Arizona and in many states nationwide. Wherever you live, you work with the same fiduciary team and the same coordinated planning process.
Tucson & Southern Arizona
- Tucson
- Oro Valley
- Marana
- Catalina Foothills
- Vail & Sahuarita
- Green Valley
Phoenix Metro & Statewide
- Phoenix
- Scottsdale
- Paradise Valley
- Chandler & Gilbert
- Sedona & Flagstaff
- Prescott
Nationwide
- Remote planning by video & phone
- Relocating to or from Arizona
- Out-of-state family & heirs
- Clients served in 25+ states
- Same fiduciary team everywhere
Many of our clients first found us here in Tucson and stayed with us after moving elsewhere; others work with us remotely from the start. Because we serve clients by secure video and phone as easily as in our office, distance is never a barrier to comprehensive, fiduciary advice. To confirm we're registered to serve your state, just ask, or see the list of states in the footer below.
Start With a Conversation, Not a Commitment
The best financial decisions are made early, with clear information and a fiduciary in your corner. Schedule a no-obligation consultation, and we'll help you understand exactly where you stand and what your next move should be.
Frequently Asked Questions
Is Consilium Wealth a fiduciary financial advisor in Tucson?
Yes. Consilium Wealth advisors are Accredited Investment Fiduciaries (AIF®) based in Tucson, Arizona, which means we are legally bound to act in your best interest at all times. We are an independent firm, and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. You can verify our background on FINRA's BrokerCheck at brokercheck.finra.org.
Where is Consilium Wealth located and what areas do you serve?
Consilium Wealth is headquartered at 2030 East Speedway Boulevard, Suite 220, Tucson, AZ 85719, and our phone number is (520) 326-8950. While our office is in Tucson, we serve individuals, families, and business owners throughout Arizona, including the Phoenix and Scottsdale areas, and clients in many other states nationwide. Because we work by secure video and phone as well as in person, you can work with us from anywhere we're registered. To get started, call our Tucson office or schedule a consultation at consilium-wealth.com/contact.
What services does a Consilium Wealth financial advisor provide?
Consilium Wealth provides comprehensive financial planning, including retirement planning, investment management, retirement income strategy, tax planning, insurance and risk management, and estate and legacy planning. All of these services are coordinated by one team so your decisions work together. We serve individuals, families, and business owners across Arizona and in many other states.
How much money do I need to work with a financial advisor in Tucson?
Consilium Wealth works with clients at a range of life stages and asset levels, from those still accumulating wealth to those preserving it in retirement. Rather than a single account minimum, the best starting point is a no-obligation conversation about your goals and situation. Call (520) 326-8950 or schedule a consultation to find out whether we're a good fit for you.
What does it cost to work with Consilium Wealth, and how do you get paid?
Your initial consultation is complimentary and carries no obligation. Consilium Wealth provides securities and advisory services through LPL Financial; the specific fees and compensation that apply to your situation are explained clearly before you decide to work with us. For details on how LPL Financial advisors are compensated, you can review the LPL Financial Form CRS (Client Relationship Summary), which is linked in the footer of this website.
What is the difference between a fiduciary and a non-fiduciary financial advisor?
A fiduciary financial advisor is legally required to act in your best interest, while a non-fiduciary may only be held to a lower "suitability" standard. Consilium Wealth advisors are Accredited Investment Fiduciaries (AIF®), so we are obligated to put your interests ahead of our own and to make recommendations based on your goals rather than product commissions. This is one of the most important questions to ask any advisor before you hire them.
Do you work with business owners as well as individuals and families?
Yes. Consilium Wealth works with individuals, families, and business owners throughout Arizona and in many other states. For business owners, we help with the planning that comes with running a company, including cash-flow decisions, retirement-plan options, and eventually transitioning out of the business, all integrated with your personal financial plan. We also have a recognized specialty serving university professors and faculty, whose complex benefits and pension decisions inform the depth we bring to every client.
How do I get started with a financial advisor at Consilium Wealth?
Getting started is simple: schedule a complimentary, no-obligation consultation. We'll help you understand where you stand today and what your next move should be. You can book a consultation online at consilium-wealth.com/contact or call our Tucson office at (520) 326-8950.
This material is provided for general educational purposes only and is not intended as tax or legal advice. Working with a financial advisor does not ensure favorable investment outcomes, and no strategy assures success or protects against loss. Please consult a qualified professional regarding your individual situation.