TCI Wealth Advisors (“TCI”) was founded in 1990 with the belief of putting clients’
interests first by specifically striving to simplify their lives via trusted, respectful,
honest, and open communication. The only way to ensure success as investors is to
integrate a proactive process focused primarily upon client values, goals, interests,
and desires. This has allowed TCI to serve a diverse group of clientele by compiling
a complete financial solution – balancing wealth and well-being. TCI’s belief includes
the building of integrated solutions for clients via coordination with their current
other professionals in the development of retirement projections, estate planning,
risk management, education funding, cash flow management and tax planning. TCI attributes
the firm’s success to their clients while growing into one of the largest independent
registered investment advisors in the Southwest with close to $750 million in assets
under management. TCI is headquartered in Tucson, Arizona with offices in Scottsdale,
Arizona, Flagstaff, Arizona and Reno/Tahoe, Nevada.
TCI is 100% employee-owned, thereby allowing the company to steer clear of any potential
conflicts of interest that may arise when a firm is owned by a company that has a
proprietary product-based investment solution. TCI’s fee-only independence, combined
with our long-standing relationships cultivated with other financial professionals,
allows the firm to provide successful, unbiased financial guidance, based solely
on the needs and expectations of each client. At the end of 2007, the firm merged
with AQN Advisors, Inc. (“AQN”). AQN has been recognized in Bloomberg’s “Top Dog”
Report for the past five years as well as by Barron’s as one of the Top 100 Registered
Investment Advisors (“RIA”) in the country in 2007. The firm was recognized for their
elite business strategies by Worth Magazine in November 2008 as one of “The Top 250
Wealth Advisors”. TCI works with a limited number of clients to ensure that each
client receives the personalized attention they deserve and the firm is committed
to providing world-class service by delivering stellar personal service, objective
guidance, and valuable insight into clients’ specific financial situations.
