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Through Peaks and Valleys

We will be by your side with innovative strategies for both wealth and protection throughout your life.

Advisory

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Risk Management

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Bringing Your Goals to Life

At Sun Valley Wealth, bright days are ahead for everyone, and it is our job to bring them to life. We do this by creating a more intimate relationship to address one of your most personal needs: money. We focus on giving you access to the latest and most innovative strategies for creating wealth and protecting, preserving, and distributing your assets. In the past, these strategies have often been reserved for those who are exorbitantly wealthy, but our mission is to present them to you, no matter what your income. Then, we use those strategies to help bring your personal life goals to reality, always making your money work for you to build your dreams from the beginning of your career through your stroll into the retirement sunset.

Independent

Fiduciary

Registered Investment Advisory Firm

Pillars of Service

Your dedicated firm for retirement planning and wealth management takes great pride in a comprehensive approach. Our principles are driven by the highest fiduciary standards, ensuring your best interests are always placed first. You will experience a scalable suite of services based on your needs, circumstances, and goals.

The Fabric of a Comprehensive Plan

Wealth Management
Income Planning
Business Strategies
Risk Management
Tax Mitigation Strategies

We provide unparalleled service while building financial stability.

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Modern Education for Modern Planning

Sun Valley Wealth offers a variety of resources to cover the basics of finances, including the latest news and current trends via blog articles, videos, whitepapers, and flyers. Start your journey now. Browse through our resource library now.

Blog, News & InformationFeatured VideosWhitepapers & Flyers
Listen to The Right Money Show with Don Spini every Sunday from 11am to noon on KTAR-FM in Phoenix!

The Right Money Show

There’s a right way and a wrong way to manage your money, so be sure to tune in to KTAR-FM Phoenix every Sunday from 11am to noon!

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Catch Logan on Cover Your Assets Saturdays on KFYI-AM 550 from 10 to 11am and Sundays from Noon to 1pm!

Cover Your Assets

Providing valuable news, every Saturday on KFYI-AM 550 from 10 to 11am and Sunday from Noon to 1pm, tune into Logan on Cover Your Assets in Phoenix.

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