TFO Phoenix Named to 2019 Top 100 Wealth Managers by RIA Channel

December 16, 2019 – TFO Phoenix is excited to announce it has been named as one of 2019’s Top 100 Wealth Managers by RIA Channel. Thank you to our clients and employees for making this recognition possible. Click...

Continue Reading

The Zoo and You - A Story From TFO Phoenix

Dear Friends, Earlier this month, my nine-year old son participated in an annual tradition amongst fourth graders at his school: The overnight field trip to the Phoenix Zoo. Many parents of the fourth graders, including my wife,...

Continue Reading

Exciting TFO News!

March 18, 2019 With 2019 underway, I thought this would be an opportune time to provide you with a short update on some exciting recent events at TFO Phoenix: Your Team Is Deeper As we continue to...

Continue Reading

Charitable Contribution Documentation Reference Guides

Check out our two new reference guides created to help you navigate documentation requirements to ensure your charitable contributions are tax deductible.

Continue Reading

What’s Your Story?

Check out our new article, Origins - What’s Your Story?

Continue Reading

2019 Tax Reference Sheet

Our 2019 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 2019 tax year. If you have any questions about...

Continue Reading

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.