We are pleased to share an important milestone. This past week, our Arizona team completed its move into a new, expanded office at Kierland Corporate Center I in Scottsdale, AZ. This move represents more than a change in location; it is an important step forward in how we serve our clients and support our growing presence in the region.
The new office provides a polished, professional setting designed with the client experience in mind. As a Class A building in the heart of the Kierland community, it offers a welcoming environment for meetings, thoughtful conversations, and collaborative planning. It is a space we are proud to invite clients into and one that reflects the standards, care, and long-term perspective that guide our firm.
The location combines accessibility with convenience. Its walkable surroundings near Kierland Commons and Scottsdale Quarter, along with proximity to Loop 101 and SR-51, make it easy to accommodate in-person meetings and support meaningful connections among clients, advisors, and team members. This setting allows us to remain closely tied to the community while supporting the continued evolution of our Arizona team.
This move represents a thoughtful investment in our future. The expanded space positions our Arizona office to support additional advisors and staff over time, while maintaining the level of service, collaboration, and client experience our firm is known for. We are excited about what this new chapter brings and look forward to welcoming clients into our new Scottsdale office.
Click on our new address to find us on Google Maps: 7047 E Greenway Pkwy, Suite 460, Scottsdale, AZ 85254
