Thatcher, AZ Office

Team
Updated today

Client AUM

$1,078,053,015

Clients

5,925

Advisors

3

Of 33 advisors across 19 offices

Location

326 S. Reay Ln., Suite 100

Thatcher AZ 85552

Advisors at this office

3

Advisors at this office

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Daniel M

Series 63, Series 65

Thatcher, AZ

ThePartners Wealth Management

Daniel Morris is a financial advisor at ThePARTNERS Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has prior work history with SCF Investment Advisors, SCF Securities, JP Morgan Chase Bank, and Freeport McMoran. Outside of his advisory role, Morris serves as treasurer and finance committee chair on the board of directors for United Way of Graham & Greenlee Counties. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm combines customized portfolios and model-based management with access to third-party managers and uses the Amplify Platform for trading and portfolio oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance
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Phillip P

Series 63, Series 65

Thatcher, AZ

ThePartners Wealth Management

Phillip Palmer is a financial advisor at The Partners Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SCF Investment Advisors, Health Net, and Global View Capital Advisors. Outside of advisory work, he serves as treasurer for the Thatcher High School Booster Club. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management and financial planning services through a multi-team advisor structure. The firm uses customized portfolio strategies combining internal and third-party models, with clients typically granting discretionary authority for implementation.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance
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Bruce B

Series 63, Series 65

Thatcher, AZ

ThePartners Wealth Management

Bruce Bryce is a financial advisor at The Partners Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SCF Investment Advisors, INC. and Global View Capital Management, Ltd. Outside of advisory work, he founded Ash Creek Tax LLC, which provides tax preparation services and oversees CPA and tax preparer operations. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with comprehensive investment management, financial planning, and consulting services. The firm employs a multi-team advisor structure and utilizes a variety of customized portfolio strategies, including internally developed and third-party models.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance
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