Service Area
Private Wealth Management in PeoriaParadise Valley, CT
Stine Wealth Management serves Peoria and the surrounding area.
Clients across Peoria rely on Stine Wealth Management for dependable, professional service.
Serving Peoria
The whole practice, for Peoria.
Every service below is available to Peoria families — delivered by named people you will actually speak to, under one standard.
- Retirement Planning
Retirement planning in Scottsdale starts with whether the nest egg will last, then a tailored, family-first plan you can actually follow. We teach as we go so income timing and withdrawals make sense before you leave work.
- Investment Management
Investment management in Scottsdale is about options that fit the household, a tailored strategy rather than a product push. The portfolio is built to sit inside the rest of your plan, not apart from it.
- Comprehensive Financial Planning
Comprehensive financial planning in Scottsdale begins with an initial consultation, then a plan built around your household rather than a one-size-fits-all list. Retirement, investments, tax, estate, and insurance are considered together when they belong.
- Estate Planning & Wealth Transfer
Estate planning and wealth transfer in Scottsdale is about family well-being and generational planning, done thoroughly. We coordinate the money side so documents, accounts, and beneficiaries are not sitting in different drawers.
- Tax Planning
Tax planning in Scottsdale is coordinated with the rest of the household plan, not a once-a-year scramble. We look at tax-advantaged accounts and taxable accounts together so contributions and withdrawals are not working against each other.
- Insurance Planning
Insurance planning in Scottsdale sits inside a family-first plan: coverage that protects the household, not a stack of policies for their own sake. We help you see what you already have and what still belongs.
- Life Transition Planning
Life transition planning in Scottsdale is for the moment the old investment mix feels out of date, a move, a sale, a loss, a new role. We keep the plan tailored and easy to work with while you decide the next step.
- 401(k) & IRA Planning
401(k) and IRA planning in Scottsdale focuses on tax-advantaged accounts and how they feed retirement income. We walk through contribution, rollover, and withdrawal choices in plain language.
- Lifestyle & Money Planning
Lifestyle and money planning in Scottsdale is the get-organized work: cash flow, family well-being, and enough education to run the household calendar with less fog. We start from how you actually live, then match the money to it.
- Financial Planning Consultation
A financial planning consultation in Scottsdale is the starting point, onsite at 6991 East Camelback Road, Suite D 300, women-owned, with a wheelchair-accessible entrance. We review your goals and whether we are a good match; there is no hard close.
- Financial Planning
Financial planning in Scottsdale puts accounts, insurance, and estate papers into one plan you can follow. If you could benefit from a financial professional, we invite you to see whether the fit is right.
Elsewhere in the region
Other towns we serve.
- Scottsdale
Stine Wealth Management serves Scottsdale and the surrounding area.
- Paradise Valley
Stine Wealth Management serves Paradise Valley and the surrounding area.
- Phoenix
Stine Wealth Management serves Phoenix and the surrounding area.
- Tempe
Stine Wealth Management serves Tempe and the surrounding area.
- Mesa
Stine Wealth Management serves Mesa and the surrounding area.
- Chandler
Stine Wealth Management serves Chandler and the surrounding area.
Households in Vistancia, around Lake Pleasant, and in Downtown Peoria often arrive with the same quiet worry: work is winding down and no one has stress-tested whether the savings will cover the years after a paycheck. Stine Wealth Management is a Scottsdale practice that opens with a consultation, then builds around the household—not a one-size product shelf. Education comes before implementation, so you understand the tradeoffs in retirement income planning before money moves.
West Valley life also means files that never met each other. A spouse’s IRA, a lingering 401(k) from Phoenix, an insurance statement, and a will drafted before the last move can sit in four places with no owner. Holistic work here is less about collecting more accounts and more about making tax planning, estate planning, and investment management stop working against each other. If a windfall just landed, the first job is goals and risk capacity, not a rush into private equity or individual names.
We have shared practical guidance on FOX 10 Morning News, NBC 12News, and ABC15 Arizona, always in the same spirit: suitable, sustainable plans, not a hard close. The office is on Camelback Road in Scottsdale; Peoria, Glendale, Cave Creek, Carefree, and Paradise Valley families use that same unhurried fit-check. Phone (480) 470-4227 when you want someone to walk the choices with you.
How we work in Peoria
Retirement Planning
Retirement planning for Peoria is income design, not a target-date default. We connect Social Security, tax-advantaged accounts, and taxable brokerage cash so the household paycheck in retirement is intentional. Education-focused reviews keep you in the decisions instead of handing you a black box.
Investment Management
Investment options stay in service of the plan. We do not sell outperformance as the reason to engage. For Vistancia and Downtown Peoria clients, that usually means an index-aware core, documented rebalancing rules, and a written rationale before anything more complex.
Comprehensive Financial Planning
A full planning relationship is what you are shopping if you want more than investment advice. The initial consultation maps cash flow, risk, retirement, tax, and estate in one sitting so you can see the scope. If advice-only is a better fit, we would rather name that early than stretch an ongoing retainer.
Estate Planning & Wealth Transfer
New and long-time Peoria residents both need documents that match Arizona life, especially after a relocation. We connect legacy planning to the investment map and stay clear about what belongs with an estate attorney. Generational planning is family well-being on a longer clock.
Tax Planning
Multi-account tax planning is often the quiet leak. Roth conversions, RMD timing, and a retirement withdrawal strategy can change the bill without inventing a product. We sequence the year’s actions so Lake Pleasant households are not surprised in April.
Insurance Planning
Insurance is reviewed as protection for the people who depend on you, not as a sales lane. We look at what you already hold, where coverage is thin, and whether an annuity is suitable versus a high-fee product. Family-first means the policy has a job or it goes.
Life Transition Planning
Life transitions—retirement from a Phoenix employer, a home sale, a caretaking year—change cash needs faster than a model updates. We pause tactical moves until the household can name the next 12 months. Easy to work with, in practice, is patience plus a written next step.
401(k) & IRA Planning
401(k) and IRA planning is where most Peoria balances still live. We sort employer plans, rollovers, and IRA distribution strategies so tax-advantaged money and taxable money are not withdrawn in the wrong order.
Lifestyle & Money Planning
Getting organized is a service, not a personality trait. Lifestyle and money planning puts spending, savings, and family priorities on one page so the investment mix has something real to serve. We teach as we sort.
Financial Planning Consultation
Come to the consultation with the mess, not a polished binder. We listen for goals, name conflicts of interest in how advice can be paid, and decide together whether a tailored plan with this Scottsdale team is the right next relationship.
Financial Planning
Ongoing financial planning is the cadence: reviews, tax actions, estate updates, rebalancing. If the year would only be a performance chart, the fee conversation should be honest about that. Deliverables are how Peoria clients can judge the work.
Peoria questions, answered
Is wealth management worth typical AUM fees for a Peoria household, or only at a high net worth?
Fees should be judged against scope, not a folklore million-dollar line. Households with several account types, a coming retirement, or an inheritance often get more from coordination than from stock picking. We will not defend a 2% story; we will show what is included and let you compare.
Should a windfall stay in a managed account or move to a brokerage and index funds?
Start from goals and risk capacity, not from a product menu. Index-core options stay on the table. Complex holdings need a clear reason. If the only pitch is stocks, bonds, and private equity with no plan, that is a warning sign—ours or anyone’s.
What should Peoria clients look for if they want full planning, not just investment advice?
Ask what happens in year two besides a portfolio review. Tax planning, estate coordination, retirement income design, and a stated review calendar are the difference. Fee transparency before you transfer assets is the other test.
How should Social Security, annuities, and investment accounts work together in retirement?
They should be one income plan. Claiming Social Security in isolation, adding an annuity without a suitability review, or drawing the wrong account first can raise taxes and shorten the money. We coordinate those pieces in the retirement plan so they are not three separate opinions.
Advising a family in Peoria? The first conversation costs nothing.
The first conversation costs nothing. Clarity rarely does again.
A private conversation with our senior team. Bring your questions — leave with a plain answer on whether we can help, and exactly what it would cost.