An experienced team, dedicated to your success
Whether you’re in need of individual financial counsel or robust institutional strategies, we’ve built our business to address the varied needs of our diverse clientele. Our smallest and largest clients deserve our full attention, and we deliver that attentiveness with guidance that’s tailored to your unique challenges and objectives. We take the time to get to know your values and long-term goals, carefully crafting plans that support the future you’re working toward.
As a focused and experienced group, we provide the resources and expertise of a large firm, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on mitigating risk and pursuing long-term success, fortified by thorough, objective investment research and selection.
We work alongside our clients, ensuring our strategies are consistently angled toward their ideal financial outcome. We see your goals as an extension of our own, and work tirelessly to help you strive for every one of them.
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Market moves back to focusing on the fundamentals
Brighten up your estate plan this summer
Outlining market lessons learned as summer starts
Conflicting signals add uncertainty to Fed's rate path
Complex, significant wealth warrants elevated support
- North Scottsdale, Jared M. Maroon, AAMS®, Leonard Hall III, Bryan R. Noonan: 8360 E Raintree Dr, Suite 201 Scottsdale, AZ 85260
- T: 480.569.7881
- F: 480.569.7782
- Map & Directions
- Map & Directions
- Central Scottsdale, Paul H. Evans, AAMS®: 9237 E Via de Ventura, Suite 130 Scottsdale, AZ 85258
- T: 480.887.4779
- F: 480.887.4768
- Map & Directions
- Map & Directions
- Fountain Hills, Michael J. Maroon, AAMS®: 17100 E Shea Blvd, Suite 100 Fountain Hills, AZ 85268
- T: 480.867.6696
- F: 480.867.6693
- Map & Directions
- Map & Directions
- Phoenix, Tron J. Brinkmann, AAMS® & Dylan Brinkmann : 2222 W Pinnacle Peak Rd, Suite 160 Phoenix, AZ 85027
- T: 623.259.1273
- F: 623.259.1274
- Map & Directions
- Map & Directions
- Medford, Don Prescott, CFP®, AAMS®, Tennelle Nickel, Marc Cooper, AIF® & Carly Johnson: 4451 Brownridge Terrace Medford, OR 97504
- T: 541.227.2947
- F: 541.227.2974
- Map & Directions
- Map & Directions
- Ashland, Todd Montgomery, AAMS®, CRPC®: 542 Washington Street, Suite 104 Ashland, OR 97520
- T: 541.201.8988
- F: 541.201.3063
- Map & Directions
- Map & Directions
- Fountain Hills, Don Prescott, CFP®, AAMS® & Tennelle Nickel: 16810 E El Pueblo Blvd, Suite 101 Fountain Hills, AZ 85268
- T: 480.656.5553
- F: 541.227.2974
- Map & Directions
- Map & Directions
- Tucson, Ali Rustempasic AAMS®, Yamen Fellah, Wyatt McRae: 3561 E Sunrise Dr Suite 105 Tucson, AZ 85718
- T: 520.524.6111
- Map & Directions
- Map & Directions
- Ed Felan: 4451 Brownridge Terrace Medford, OR 97504
- T: 541.227.2947
- Map & Directions
- Map & Directions
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. SilverTree Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
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