Tucson is home to a variety of reputable investment management firms that cater to individuals, families, and businesses seeking financial growth and security. Whether you’re looking for comprehensive wealth management, retirement planning, or fiduciary-based advisory services, these firms offer tailored solutions to meet your financial goals. Below is a curated list of top investment management firms in Tucson, along with their key services and contact details.
List of Investment Management Firms in Tucson
- Sterling Investment Management LLC
- Professional Wealth Strategies
- Cambridge Financial Group
- Southwest Investment Advisors
- SJI Financial Services
- Ironwood Financial LLC
- Secure Investment Management
- Power Women Investing
- RMH Investment Management LLC
- Sabino Investment Management LLC
1. Sterling Investment Management LLC
Sterling Investment Management, LLC is an independent, employee-owned wealth management firm based in Albuquerque, New Mexico, with a presence in Tucson. Founded in 1995, the firm specializes in providing customized investment strategies and comprehensive financial planning services to affluent families, trusts, foundations, endowments, and corporations. With a disciplined, proprietary investment process, Sterling aims to help clients safeguard wealth, grow assets, and transition capital to future generations. The firm emphasizes a fiduciary responsibility, ensuring that clients’ best interests are always the priority.
🔹 Services: Investment Management, Wealth Preservation, Financial Planning, Estate Planning
📍 Address: 6262 N Swan Rd #210, Tucson, AZ 85718
📞 Phone: (866) 483-3311
🔗 Website: Sterling Investment Management
📧 Contact: [email protected]
2. Professional Wealth Strategies
Professional Wealth Strategies is a boutique, independent financial advisory firm based in Tucson, Arizona, founded in 2003 to prioritize clients’ needs with fiduciary responsibility. The firm offers comprehensive, holistic financial planning services—including investment, insurance, tax, and estate planning—tailored to individuals, families, business owners, and trusts. Their mission is to simplify clients’ financial lives, helping them stay on track, avoid costly mistakes, and prepare for the future. The team is committed to delivering personalized, objective advice, aiming to build long-term relationships grounded in trust and transparency.
🔹 Services: Investment Management, Financial Planning, Tax & Estate Strategies, Retirement Planning
📍 Address: 6340 N Campbell Ave #200, Tucson, AZ 85718
📞 Phone: (520) 529-3644
🔗 Website: Professional Wealth Strategies
📧 Contact: [email protected]
3. Cambridge Financial Group
Cambridge Financial Group is a fiduciary-based financial advisory firm headquartered in Tucson, Arizona, offering personalized, values-aligned financial planning services to clients across the United States. The firm emphasizes long-term relationships and comprehensive strategies, covering areas such as cash flow management, retirement planning, tax preparation, estate planning, and investment advisory services. Distinguishing itself from commission-based models, Cambridge Financial Group does not sell financial products or engage in get-rich-quick schemes, focusing instead on holistic, unbiased advice tailored to each client’s unique needs.
🔹 Services: Investment Management, Retirement Planning, Tax Optimization, Estate Planning
📍 Address: 6700 N Oracle Rd UNIT 324, Tucson, AZ 85704
📞 Phone: (520) 531-0550
🔗 Website: Cambridge Financial Group
📧 Contact: [email protected]
4. Southwest Investment Advisors
Southwest Investment Advisors (SIA) is an independent financial advisory firm based in Tucson, Arizona, founded in 2001. The firm offers personalized financial coaching, investment management, and retirement planning services, emphasizing a goal-driven approach tailored to each client’s unique needs. With no asset minimums, SIA serves a diverse clientele, including individuals, families, and businesses, providing comprehensive support throughout their financial journeys.
🔹 Services: Investment Management, Retirement Planning, Financial Coaching
📍 Address: 7594 N La Cholla Blvd, Tucson, AZ 85741
📞 Phone: (520) 544-2500
🔗 Website: Southwest Investment Advisors
📧 Contact: [email protected]
5. SJI Financial Services
SJI Financial Services is a trusted financial advisory firm based in Tucson, Arizona, offering personalized investment and wealth management solutions. The firm focuses on helping clients achieve their financial goals through tailored strategies in investment management, retirement planning, and wealth preservation. With a client-first approach, SJI provides comprehensive financial planning to individuals, families, and businesses. Their experienced advisors prioritize transparency, education, and long-term financial security. Clients benefit from customized advice designed to navigate market complexities and optimize financial growth.
🔹 Services: Investment Management, Financial Planning, Wealth Advisory
📍 Address: 7481 E Broadway Blvd #100, Tucson, AZ 85710
📞 Phone: (520) 326-6133
🔗 Website: SJI Financial Services
📧 Contact: [email protected]
6. Ironwood Financial LLC
Ironwood Financial LLC is a Tucson-based wealth management firm dedicated to helping clients build and protect their financial futures. The firm specializes in investment management, retirement planning, and estate planning, offering strategies tailored to individual needs. With a fiduciary commitment, Ironwood ensures clients receive unbiased advice aligned with their long-term objectives. Their team emphasizes disciplined investment approaches and proactive financial guidance. Clients appreciate their personalized service and expertise in navigating complex financial landscapes.
🔹 Services: Investment Management, Retirement Planning, Estate Planning
📍 Address: 1926 E Fort Lowell Rd Suite #100, Tucson, AZ 85719
📞 Phone: (520) 318-4600
🔗 Website: Ironwood Financial
📧 Contact: [email protected]
7. Secure Investment Management
Secure Investment Management provides professional investment advisory and portfolio management services to clients in Tucson and beyond. The firm focuses on disciplined investment strategies, risk management, and long-term wealth accumulation. Their team offers personalized financial advisory services, ensuring portfolios align with clients’ goals and risk tolerance. With a transparent and client-centered approach, they help individuals and families achieve financial stability. Secure Investment Management is committed to delivering reliable, data-driven investment solutions.
🔹 Services: Investment Management, Portfolio Management, Financial Advisory
📍 Address: 7400 N Oracle Rd Suite 150-418, Tucson, AZ 85741
📞 Phone: (520) 333-4719
🔗 Website: Secure Investment Management
📧 Contact: [email protected]
8. Power Women Investing
Power Women Investing is a financial firm dedicated to empowering women through investment education and wealth-building strategies. Based in Tucson, the firm offers personalized investment management services tailored to women’s unique financial needs and goals. Their approach combines financial literacy with practical investment strategies to foster confidence and independence. Clients benefit from one-on-one coaching and long-term wealth planning. Power Women Investing is committed to closing the gender wealth gap through education and proactive financial guidance.
🔹 Services: Investment Management, Financial Education, Wealth Building
📍 Address: 6775 E Camino Principal, Tucson, AZ 85715
📞 Phone: (520) 571-9053
🔗 Website: Power Women Investing
📧 Contact: [email protected]
9. RMH Investment Management LLC
RMH Investment Management LLC is a Tucson-based financial advisory firm specializing in investment management and retirement strategies. The firm provides customized financial planning to help clients grow and protect their wealth over time. With a focus on fiduciary responsibility, RMH ensures all recommendations align with clients’ best interests. Their experienced advisors offer comprehensive services, from portfolio management to tax-efficient investing. Clients value their personalized approach and commitment to long-term financial success.
🔹 Services: Investment Management, Retirement Strategies, Financial Planning
📍 Address: 5151 E Broadway Blvd #1600, Tucson, AZ 85711
📞 Phone: (520) 314-2300
🔗 Website: RMH Investment Management
📧 Contact: [email protected]
10. Sabino Investment Management LLC
Sabino Investment Management LLC is a fiduciary advisory firm in Tucson, offering expert investment management and wealth preservation services. The firm focuses on disciplined, research-driven strategies to help clients achieve financial security. Their services include portfolio management, retirement planning, and tax-efficient investment solutions. Sabino’s team prioritizes transparency, ensuring clients understand every aspect of their financial plan. With a long-term perspective, they help individuals and families navigate market fluctuations with confidence.
🔹 Services: Investment Management, Wealth Preservation, Fiduciary Advisory
📍 Address: 2448 E 6th St, Tucson, AZ 85719
📞 Phone: (520) 233-7613
🔗 Website: Sabino Investment Management
📧 Contact: [email protected]
Choosing the right investment management firm is crucial for achieving long-term financial success. The firms listed above offer a range of services, from personalized wealth management to retirement and estate planning, ensuring that clients in Tucson have access to expert guidance tailored to their needs. Whether you’re an individual investor, a business owner, or planning for generational wealth, these firms provide trusted solutions to help you navigate the complexities of financial growth.
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