Our mission is to be the trusted advisor for all aspects of our clients’ financial lives. To do this, we take the time to develop a detailed understanding of each client’s individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence in having a secure financial future.
We are a fee-based, independent financial advisor and financial planner firm located in Scottsdale, Arizona. We serve a variety of clients including individuals, business owners, corporate and medical professionals, and their families.
We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using a consultative process to help them grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability.
Markets may be volatile, but our values are steadfast. We are dedicated to serving our clients with integrity and are committed to the following principles:
As fully independent financial advisors, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. In fact, we have a legal fiduciary obligation to act in each client's best interests. We care deeply about helping our investors achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.
We look forward to discussing with you how we can become your family's trusted financial advocate. We think you will appreciate the trust and confidence that comes from working with a leading independent wealth management firm
Let us serve you.
ChangePath is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. Get in touch and let us know how we can best serve you!