Professional Portfolio Management & Wealth Planning Services
Michael R. Bacci, CFP®, Senior Wealth Consultant, has been serving clients
in the greater Prescott and Phoenix areas, as well as across the United States, for over 26 years.
OUR PHILOSOPHY, OUR PLEDGE:
1) Together we assess your goals, and together we select and execute your investment strategy.
2) You will never be outsourced to a third party where you lose input and direct influence over your investments.
3) By following a fiduciary standard, we directly and proactively manage your portfolio for the long term, in your best interest.
Disclosure: Our revenue is derived from fee-based and commission-based compensation.
Located in The Crossings Office Park: 3140 Stillwater Drive, Suite A, Prescott AZ, 86305 . Phone: 928-445-2598
CONTACT USWhen Special Care Is Needed: The Special Needs Trust
Value vs. Growth Investing
Where Do you Want Your Financial Roadmap to Take You?
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding which financial advisor will work for your personal situation. Every person is unique and has their own definition of financial independence; we understand that no one financial strategy fits all.