WEALTH MANAGEMENT BLOG

Join the Conversation

The teams at HoyleCohen are excited to be hosting several focused events in our Arizona office intended to showcase how Stellar Capital Management’s merger with HoyleCohen has deepened the expertise of the team and increased the breadth of services available to clients. As a result of the merger, the firm is one of the largest wealth management firms in the Phoenix Metro area, with plans for continued growth.

For over 20 years, Stellar has been a great “go to” provider of investment management capabilities.  We’re now able to complement this offering with more comprehensive wealth management solutions to support high net worth individuals, families, and corporate fiduciary engagements.

If you are in Phoenix on Tuesday August, 31st feel free to join us for wine and hors d’oeuvres after 5:30pm at our office:

2200 E. Camelback Rd, Suite 130
Phoenix, AZ 85016.

Should be a great opportunity to learn more about the Phoenix clients and networks and get to know each other.

Sincerely,

Steve Taddie & Team

 

OUR PROFESSIONAL CREDENTIALS

Look beyond financial planning. Ask about a life plan.

Pin It on Pinterest

Share This