Locations
Where we meet with clients.
Meet with Joe Donti at our Kierland office in Scottsdale, or by phone or video — whichever fits your schedule best. By appointment only.
Scottsdale, AZ
By-appointment investment and planning conversations at our Kierland office.
ExplorePhoenix, AZ
A short drive from most of the Valley — clear, written plans with no product-first sales pressure.
ExploreParadise Valley, AZ
Coordinated wealth, tax, and estate planning for high-net-worth families — private, unhurried, and by referral or appointment.
ExploreCave Creek, AZ
Planning for North Valley retirees with land, horse property, or business assets — a short drive south to our Kierland office.
ExploreCarefree, AZ
Private, by-appointment planning for Carefree retirees focused on income, taxes, and passing wealth on with intention.
ExploreFountain Hills, AZ
Income, Medicare, and tax-aware planning for one of the Valley's most retirement-focused communities.
ExploreAnthem, AZ
Clear retirement income and Social Security planning for Anthem households, from pre-retirement through the RMD years.
ExploreGlendale, AZ
Retirement income, tax, and Social Security planning for West Valley families — in person in Scottsdale or by secure video.
ExplorePeoria, AZ
Coordinated income, tax, and protection planning for Peoria and Northwest Valley families.
ExploreTempe, AZ
Investment and retirement income planning for Tempe households, including university and public-sector employees.
ExploreMesa, AZ
Income, tax, and residency-aware planning for East Valley retirees — including part-year Arizona residents.
ExploreChandler, AZ
Planning for Chandler households with workplace plans, company stock, and a retirement date coming into view.
ExploreGilbert, AZ
Coordinated investment, income, and legacy planning for Gilbert households at every stage before and after retirement.
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