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Our Mission & Values

seven
SEVEN
Insights on Sustaining
Your Wealth
FOUR
FOUR
Types of Wealth
WEALTH
WEALTH
...What’s It For?
seven
QUESTIONS
... To Consider.
What's Your Wealth For?
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Awards & Media
  • TFO Phoenix Named As One Of The “Best Places To Work” For Ninth Consecutive Year
  • Jacquie Weflen Named a Top 2022 Young Professional by The Family Wealth Alliance!
  • TFO Phoenix named to Financial Planning’s 2022 RIA Leaders List
  • TFO Phoenix Once Again Named to Financial Advisor Magazine’s RIA Survey and Rankings List
  • Damon Miller Once Again Named a Barron’s Top Advisor by State
  • TFO Phoenix Named As One Of The “Best Places To Work” For Eighth Consecutive Year
  • Jacquie Weflen Named to Forbes’ List of America’s Top Women Wealth Advisors
  • Damon Miller Named A Barron’s Top Advisor By State
  • Scott Horn has been named to Forbes’ Best-in-State Wealth Advisors list for 2021
  • TFO Phoenix Named a “Best Places to Work” by the Phoenix Business Journal for the Seventh Consecutive Year
Contact Information
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5060 North 40th Street,

Ste. 200

Phoenix, AZ 85018

(602) 466-2611

   
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