Check us out on BrokerCheck



“Your partner in the process of reaching your dreams and goals”


Our Philosophy

Our philosophy creates the foundation for the relationships we build and the client experience we provide.

Our Services

Tax optimized wealth management services.

Stay informed

Read our latest newsletter and stay informed on news, events and articles.

Client Login

Access your accounts through our client portal.

Doug Hatcher CPA, CFP & Tom Ottmar CPA - Phoenix, AZ

Our Accreditations

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of Arizona, California, Colorado, South Carolina, South Dakota and Washington. This is not an offer to sell securities in any other state or jurisdiction. Insurance services offered through 1st Global Insurance Services, Inc.

Website Design For Financial Services Professionals | Copyright 2019 All rights reserved