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About Us

Our Story
Since 2004,
Your Trusted Guide

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Our greatest value isn't simply managing money—it's helping clients feel confident that they're making the right decisions for the people and priorities they care about most. We understand that navigating wealth management can feel overwhelming, which is why we are here to walk alongside you. 

Established in 2004, our practice is built on the belief that you don't have to figure this out alone. Like a trusted guide on a mountain journey, we help successful professionals, families, and business owners navigate each financial milestone with clarity and confidence so they can move forward with purpose.

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What Drives Us
Our Core Values

Our work is guided by a set of core values that shape every client relationship and every
recommendation we make.

Integrity

We are committed to honesty and transparency in all our interactions. You can count on us to provide advice that is clear, objective, and aligned with your goals and best interests.

Collaboration

We believe the best results come from working together. Our team works closely with you, drawing on diverse expertise to develop strategies that fit your life.

Respect

We value your unique perspective and treat every client with care and understanding. Your goals and concerns are always at the forefront of our planning.

Accountability

We take responsibility for our guidance and actions, following through on our commitments and striving for excellence in everything we do.

Continuous Improvement

We are dedicated to ongoing learning and growth, so we can offer you the most current and effective strategies as your needs evolve.


These values are the foundation of our approach, guiding every step we take in helping you pursue
your financial goals with confidence and peace of mind.

The Firm
Meet Our Team

Our professionals bring diverse experience and a shared dedication to helping you design the life your wealth is meant to support.

Advisors

Shana Despres, CFP®, ChFC®, CASL®

Shana Despres, CFP®, ChFC®, CASL®

CERTIFIED FINANCIAL PLANNER Professional

(602) 362-9837

Craig Despres

Craig Despres

Wealth Management Advisor

(480) 660-4173

Joseph (Joey) LeGer

Joseph (Joey) LeGer

Financial Planner

(480) 252-4744 (voice only)

Service Team

Grace Despres

Grace Despres

Client Service Manager

(480) 418-1402

Christine Hare

Christine Hare

Client Service Specialist

Our Locations
Visit Us In Scottsdale

With offices across Arizona and virtual consultations available, we are positioned to support your financial journey wherever you are.

Visit UsScottsdale (HQ)

Visit Us
Scottsdale (HQ)

4900 N. Scottsdale Rd.
Suite 4000
Scottsdale, AZ 85251

Tucson

3430 E. Sunrise Dr.
Suite 180
Tucson, AZ 85718

By Appointment Only

Chandler

3133 W. Frye Rd.
Suite 101
Chandler, AZ 85226

By Appointment Only

Phoenix

2390 E Camelback Rd
Suite 130
Phoenix, AZ 85016

By Appointment Only

The Approach
Get In Touch Here!

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