Helping You Pursue Your Financial Dreams
NB|AZ Wealth Advisors provide tailored strategies designed to address your specific financial needs, goals and aspirations. From planning and investment management to business transition strategies, our advisors offer products and services designed for individuals and families, private business owners, corporations, foundations, endowments and nonprofits. Working closely with you to define and understand both your current financial situation and your future plans, our advisors combine forward-looking economic and financial analysis with targeted, actively managed investment strategies.
We offer access to:
Investment
Seeking to ensure that your investments align with your goals.
Our Advisors' Approach:
- Understand your financial needs and aspirations
- Analyze how investment strategies support your goals
- Customize strategies
- Strategic asset allocation
- Client portfolio construction
- Ongoing performance monitoring
- Risk management
Insurance
Because nothing’s assured, be properly insured.
Insurance Services We Offer Access To:
- Buy/sell
- Key man
- Executive bonus
- Defined benefit plans
- Carve-out plans
Offering Access To:
- Term life insurance
- Permanent life insurance
- Long-term care
- Disability
- Annuities
Wealth Planning
Short term. Long-term. Your Terms.
Integrated Wealth Planning Offers Access To:
- Retirement planning
- Risk management planning
- Legacy and estate planning
- Education planning
- Business succession planning
- Cash flow planning
- Philanthropic strategies
- Equity compensation planning
Meet the NB|AZ Wealth Advisors
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Jonathan Poure, CFP®
Vice President
Wealth Advisor
Phoenix
Samuel Castaneda, Jr., CFP®
Vice President
Wealth Advisor
Scottsdale
Jason Gove, CRPC
Vice President
Wealth Advisor
Phoenix
Paul Solie
Associate Vice President
Wealth Advisor
Phoenix
Cheri Keene, CDFA®
Vice President
Wealth Advisor
Scottsdale