A complete list of active advisors currently associated with Styra Wealth Management
Warmer can help you find a great advisor at Styra Wealth Management or one who fits your needs even better.
The firm serves individual and high‑net‑worth clients and provides comprehensive financial planning and discretionary investment management alongside limited-scope, project-based planning engagements. It also offers tax return preparation and non-investment consulting services to unaffiliated CPA firms under separate agreements. The adviser’s investment approach is grounded in Modern Portfolio Theory and emphasizes asset allocation, a blend of passive and active funds, and tailoring portfolios to clients’ risk tolerance and time horizon, with ongoing monitoring and discretionary trading when authorized. The firm manages retirement accounts (including IRAs and one‑participant 401(k) trusts) and provides held‑away, participant‑level pension consulting for employer‑sponsored plans as educational and advisory guidance. What is distinctive is the combination of services: in addition to fee‑only planning and AUM management, the firm explicitly provides participant‑level pension consulting for held‑away employer plans (an uncommon offering for peers) and prepares clients’ tax returns while contracting to consult for CPA firms. The firm is newly established and led by a CFP®‑credentialed principal with advanced tax and data analytics training, creating an advisory mix that integrates planning, tax services, and CPA‑focused consulting.
To learn more about the advisors currently working at Styra Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
| 0
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