About Camelback Wealth Management
Dedicated to helping individuals and families achieve financial confidence and security through personalized wealth management strategies — at every stage of life.
Our Story
As an Arizona native with over 25 years of experience in the estate and financial planning industry, I founded Camelback Wealth Management with a clear mission: to provide tailored retirement planning services that help individuals transition into and thrive during their retirement years.
We understand that retirement planning is about more than just numbers—it's about creating a sustainable lifestyle, preserving your legacy, and achieving financial confidence. Our approach combines comprehensive financial strategies with personalized service to address the unique challenges retirees face.
Through our affiliated company, Camelback Estate Planning, we also provide comprehensive estate planning services, helping ensure that all aspects of your financial life work together seamlessly.
Our Core Values
The principles that guide everything we do
Integrity
We operate with complete transparency and always put your interests first.
Excellence
We maintain the highest standards in financial planning and client service.
Compassion
We understand the emotional aspects of retirement and approach each client with empathy.
Focus
We focus exclusively on retirement planning to provide professional guidance.
Our Approach to Retirement Planning
A comprehensive, personalized process designed around your unique retirement goals
Discovery & Understanding
We begin by listening to your retirement goals, concerns, and dreams. Understanding your unique situation allows us to create a truly personalized plan.
Comprehensive Analysis
We analyze your current financial situation, including income sources, assets, expenses, and risk factors to identify opportunities and potential challenges.
Strategic Planning
We develop a comprehensive retirement strategy covering income planning, investment management, tax optimization, and estate planning through Camelback Estate Planning.
Implementation & Monitoring
We implement your plan and provide ongoing monitoring and adjustments to help ensure you stay on track as markets change and your life evolves.
Professional Standards
Investment Advisory Services are offered through Alphastar Capital Management, LLC, an SEC registered Investment Adviser. SEC registration does not imply endorsement by the SEC or any level of skill or training. As a registered investment advisor, we have a fiduciary duty to act in your best interest.
As a Series 65 licensed investment adviser representative, I am authorized to provide comprehensive investment advice and financial planning services while maintaining the highest professional and ethical standards.
Estate Planning Services are provided through our affiliated company, Camelback Estate Planning, helping ensure comprehensive coordination between your wealth management and estate planning needs.
Ready to Start Planning Your Retirement?
Let's discuss how we can help you achieve your retirement goals with confidence.
Schedule a Consultation