About Retirement Wealth Partners, LLC
Retirement Wealth Partners, LLC is an independent financial advisory and fiduciary asset manager based in Tucson, AZ, serving the Southwest for decades. They specialize in retirement plan consulting for employers and employees, offering personalized support to design plans that meet objectives and ensure financial wellness. Their services include investment support, customized education programs, and experienced guidance, acting as an extension of HR departments. They also provide comprehensive wealth management for individuals and families, encompassing investment management, retirement planning, tax strategies, and risk management. As fiduciary planning partners, Retirement Wealth Partners delivers financial guidance with integrity, compassion, and a focus on helping clients achieve their long-term financial aspirations.
Website: https://www.wealthadvisorsllc.com/retirement-plans-for-employers-and-employees
Office Locations
- Tucson, AZ
- Lafayette, LA (Headquarters)
Accreditations & Certifications
- RIA
- AIF®
- CFP®
Services Offered
- Plan Design Consulting
- Participant Investment Advice
- Compliance Services
Team Members
- Timothy M Schannep, CFP®
- Jack H Schannep
- Robert C Quiroz
- Teri G White
- Laura G Adams