TCI Wealth Advisors Review

TCI Wealth Advisors was founded in 1990 and operates as an independent, fee-only Registered Investment Advisor (RIA).

The company offers a full suite of integrated financial solutions to its clients, including retirement planning, risk management, estate planning, cash flow management, education funding, and tax planning.

The company has its headquarters in Tucson, AZ, but also maintains offices in Scottsdale, Arizona; Flagstaff, Arizona; Reno/Tahoe, Nevada; Santa Fe, New Mexico and Denver, Colorado.

TCI Wealth Advisors Review

Image source: Pixabay

TCI is 100% employee-owned and has over $1 billion in assets under its management.

The firm serves its clients through a team of 35 professionals with over 100 years of collective experience in the financial industry.

 TCI Wealth Advisors Team Members – As of 2015:

  • Robert Swift
  • Doug Nelson
  • John Stephens
  • Ken Riebe
  • Trisa Summers
  • Michael Grosso
  • …and many more

TCI Wealth Advisors Team Members

Image Source: TCI Wealth Advisors

TCI Wealth Advisors Services:

  • Investment Management
  • Cash Flow Management
  • Insurance Planning
  • Real Estate Investment Planning
  • Estate Planning
  • Tax Management
  • Retirement Planning

TCI Wealth Advisors Contact Information:

AdvisoryHQ (AHQ) Disclaimer:

Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.

Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. Click to view AdvisoryHQ's advertiser disclosures.