ARIZONA-‐BASED TFO PHOENIX SPEARHEADS INTEGRATED WEALTH MANAGEMENT SERVICES CONCEPT
Integrated Investment, Tax and Estate Planning Expertise Leads New Arizona Firm to Strong Launch
PHOENIX, Ariz. (January 4, 2012) – Independent wealth management firm TFO Phoenix was introduced to the marketplace last
month with offices located in the Phoenix Biltmore area. After its first month of business, the new organization has added a significant number of Arizona-‐based clients to its roster. Distinctive in the marketplace with in-‐house expertise in investments, tax and estate planning services, TFO Phoenix is designed as a one-‐stop financial services shop for high net worth families and institutions. The firm has hired 20 professionals to serve the overall financial needs of their rapidly expanding client base with plans to increase as business needs dictate.
TFO Phoenix is unique in the financial services industry in that it incorporates a wide variety of holistic wealth management services for clients. Assisting multi-‐generational families and institutions in defining and achieving their financial goals, TFO Phoenix typically serves clients with assets of $10 million and up. By integrating the complexities of investment advisory services and income tax consulting with sophisticated estate planning capabilities, they create comprehensive financial solutions. Additionally, TFO Phoenix specializes in family education and governance.
"Wealth management is a complex process that must be engaged from multiple directions,” explains TFO Phoenix President Scott Horn. Other firms focus solely on one aspect of wealth, mainly investment advice or income tax planning. At TFO Phoenix we understand that these functions cannot be isolated. For instance, investments have tax ramifications that must be considered for an optimal result, and both investment and tax decisions have a significant long-‐term impact on overall estate planning. We maintain an objective, client-‐focused viewpoint as we seamlessly incorporate these services."
Established as a Registered Investment Advisor, TFO Phoenix is beholden to a fiduciary standard to conduct all client interactions with an objective, independent analysis that puts all client needs first. Strict adherence to this standard differentiates TFO Phoenix from investment brokers and many private banks that sell products for a commission and are not subject to the same standards of client care. The firm is not commission-‐based and therefore focuses only on helping clients achieve their specific goals. This places TFO Phoenix in the rare position of sitting on the same side of the table as their clients.
Establishing the organization’s governance and tone is its Executive Committee, which has approximately 90 years of combined industry experience. Led by Chairman Chris Erblich, the committee consists of President Scott Horn, CPA who oversees all daily operations of the firm; Chief Investment Officer Chuck Carroll, CFA, CAIA, CPA sets investment direction and policy; heading up all tax strategy is Director of Tax Eric Voita, CPA, CPWA; and Senior Wealth Advisor Damon Miller.
"Amongst the financial services industry, we offer a rare combination of professional expertise and personal service. Our vision
is crystal clear – we operate with the utmost integrity earning our clients’ trust every step of the way,” adds Horn. “Although our firm is new to the market, our core team has been serving clients in the Phoenix market for more than a decade. The team has deep professional experience and is keenly focused on objectively attaining our clients’ financial goals. We know we are creating
an exceptional financial home for our clients."