Financial Advisors in Arizona

At Asset Preservation Wealth & Tax, we firmly believe in adopting a comprehensive approach to wealth management. Our financial advisors in Arizona are here to help you save money, provide personalized service, and give you a truly holistic view of your finances.
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Financial Planning

Our Arizona financial planners create a tailored financial roadmap with our customized financial planning service. We take into account your unique situation, financial goals, and risk tolerance to provide you with a roadmap that meets your specific needs. Our financial planners in Arizona identify opportunities for growth and cost savings to ensure a bright, stable financial future for you.

We take a comprehensive approach to wealth management in Arizona by considering all aspects of your finances, such as income, investments, debts, and more. This ensures that we provide a well-rounded strategy for your financial well-being. Our financial advisors in Arizona aren’t just offering peace of mind for you, but also for your loved ones.

Retirement Planning

Don't miss out on maximizing your retirement savings. With our Arizona retirement planning services, you'll thoroughly understand various retirement accounts and learn practical strategies to maximize your savings while minimizing tax burdens and unwanted expenses. You can secure a comfortable future with expert help from our Arizona retirement advisors.

We understand that everyone's retirement goals are unique. That's why we offer tailored guidance to ensure you achieve the retirement lifestyle you desire, whether it involves globetrotting or enjoying a peaceful home life.

Tax Planning

We offer tax planning services designed to help you reduce your tax liabilities. With our strategic planning and thorough knowledge of the latest tax laws, we can minimize the amount of taxes you owe. Our financial advisors in Arizona work with certified tax professionals to create a tax plan rooted in your financial goals and situation.  We have found that most investors have utilized strategies like tax-loss harvesting and ROTH conversions to optimize their retirement incomes.

We have simplified tax preparation to make it easy and efficient for you. Our primary objective is to ensure accuracy and compliance with all regulations while actively seeking ways to save money.

Estate Planning

Don't overlook the importance of estate planning in securing your legacy—ensure that your wealth is distributed exactly as you want. Let our estate planners in Arizona assist you in navigating through complex legal requirements so that your legacy is protected according to your wishes.

We provide comprehensive strategies for estate planning in Arizona to help you secure your assets for future generations. Our Arizona estate planning services include everything from creating wills to trust planning, comprehensive estate plans, and avoiding probate. The estate planning attorneys we work with are experts in Arizona estate planning law.

Roth IRAs

Roth IRAs provide exceptional tax advantages such as tax-free growth and withdrawals. Our financial advisors in Arizona can seamlessly integrate Roth IRAs into your overall retirement strategy.

Suppose you are looking for more flexibility in your retirement savings. In that case, Roth IRAs are an investment strategy you should consider. Unlike traditional retirement accounts, Roth IRAs have fewer withdrawal restrictions, giving you more control over your money. Our financial advisors in Arizona can help with Roth conversions, backdoor Roth IRAs, and other strategies that can maximize your returns.


Annuities are not the right fit for everyone and all annuities are NOT created equal. However, with some annuities, you can enjoy peace of mind knowing you will receive a steady income throughout your golden years. Our financial advisors in Arizona will work closely with you to understand your retirement goals and financial situation, ensuring that we recommend the best annuity options tailored to your needs. Don't leave your retirement to chance—trust our team to guide you towards a secure and prosperous future.

Don't hesitate to contact us for any information.

Call us to find out more information about how we can help you. For general inquiries, click here.

Corporate Headquarters
11323 W Bell Rd. #301,
Surprise, AZ 85378

Our Arizona Locations

Scottsdale, AZ Office

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Phoenix, AZ Office

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Surprise, AZ Office

Give us a call or schedule an in person meeting at our Surprise, AZ offices.

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You spent all your working years accumulating this wealth. Now it’s the time to make the most of it.