Our 2023 Tax Reference Sheet is now available. This resource is being provided to allow you quick access to tax-related data points that may impact you over the 2023 tax year. If you have...

It’s Your Money. . .Who Decides How Your Charitable $$ will be Spent? When you give $100 to your favorite charity, you are probably not overly concerned about how your donation is spent, as long as...

Over the past 10 years, we have been committed to providing our client families with exceptional service and care while helping them connect their wealth and purpose. To help fulfill that promise, our talented team has built a...

We are excited to announce that two TFO Phoenix team members have been named to the 2022 Forbes Best in State Wealth Advisors list. Scott Horn, TFO Phoenix President, was ranked 4th in Arizona, and Jacquie Weflen, Family...

TFO Phoenix would like to welcome Jim Tegeler as Family Wealth Strategist and Brian Poe as Family Wealth Strategist to the team. We look forward to them helping TFO Phoenix deliver on its mission of empowering families to...

TFO Phoenix would like to welcome Mei Barlow as Family Wealth Advisor and Zach Grant as Family Wealth Advisor to the team. We look forward to them helping TFO Phoenix deliver on its mission of empowering families to...