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Cortney G
CFP®, Series 63, Series 65
Chandler, AZ
Archstone Wealth Advisors, LLC
Cortney Giles is a CFP® professional with 12 years of experience in the financial industry. She has worked at Archstone Wealth Advisors, LLC since 2019 and previously spent five years at MMWKM Advisors, LLC. Archstone Wealth Advisors provides wealth management planning, investment management, tax preparation, and educational seminars to individuals, families, trusts, businesses, estates, and other advisers. The firm offers discretionary portfolio management and coordinates with independent managers as needed, integrating tax planning into its advisory process and using a flat, net-worth-and-complexity-based fee structure.
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