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There are certainly a lot out there. But how do you choose one?
You don’t want an advisor who simply tells you what they think you want to hear. Rather you need someone who will address your priorities and your long-term financial best interest.
Your life’s journey is unique, as are your specific needs, ambitions, concerns and life situations. You want a financial planner who is more interested in you than your balance sheet.
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Our process allows us to build a financial plan and investment portfolio around you, not the other way around. We make serving you exceptionally well our number one priority. Our goal is that you receive the kind of client experience you won’t find anywhere else. The type of client experience you’ve earned and deserve.
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You may be nearing or in retirement, but we are in the prime of our careers and far from retiring. That simply means
building a loyal, committed, long-term relationship with tailored guidance at each step along the way.
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Let’s revisit our opening statement – about why you might want to hire a financial planner.
Success is often found in doing what one enjoys. What we thoroughly enjoy doing is financial planning and investment management, putting all of our knowledge, experience, education and resources to good use for the benefit of our clients.
Our passion is found in building a plan that fits your life and reflects who you are and what you want to accomplish. That requires us to know you really well —
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Physical Address:
36600 North Pima Road, Suite 104
Carefree, AZ 85377
USPS Mailing Address:
P.O. Box 797
Carefree, AZ 85377
Things to consider bringing to our first meeting
Kendrick Wealth Management, Gilberg Private Wealth, Sunstone Wealth Management and Larsen Wealth Management are separately owned and operated and not independently registered as a broker-dealer or investment adviser.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Kendrick Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC | Legal Disclosures | Privacy Policy | Terms of Use
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