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Find Top Financial Advisors in Tucson, Arizona

How To Find Trusted Financial Advisors in Tucson, Arizona

Qualified Financial Advisors in Tucson, Arizona

VETTED
Financial Advisor
James GoodAttessa Capital3900 E Via PalomitaTucson, AZ 85718
Experience22 Years
AUMNot Specified
Minimum Assets$1,000,000
Fee StructureFee-Only
Financial Advisor
Modern Wealth Management3567 E Sunrise DriveTucson, AZ 85718
ExperienceN/A
AUM$480,000,000
Minimum Assets$250,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Tucson, Arizona

James Good
VETTED
James Good
Attessa Capital
About James Good
Mr. Good is a Managing Director and Founding Partner at Attessa Capital.

Prior to founding the firm, he served in senior investment positions at several of the largest asset managers in the world. Before relocating to Tucson, Mr. Good was a Portfolio Manager at Cascade Investment/BMGI (the investment office of Bill Gates and his foundation). Prior to joining Cascade Investment/BMGI, he was a Vice President and Investment Research Analyst at Wellington Management (a Boston based firm with over $1 trillion under management). In this role, he helped manage mutual funds and investment accounts for clients such as Vanguard, Goldman Sachs, the Hartford, John Hancock, and many other institutions. He began his investment career as an Analyst at Ford Motor Company. Mr. Good has served in leadership positions at various for-profit and non-profit organizations, including on the board of directors of The Four Seasons Hotels and Resorts. He graduated cum laude from Brigham Young University and received an MBA from Harvard Business School.
About Attessa Capital
Attessa Capital was founded to provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients investment management needs. Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
3900 E Via Palomita,Tucson,AZ 85718
Phone Number
520-600-3064
Modern Wealth Management
VETTED
Modern Wealth Management
About Modern Wealth Management
At our firm, we have the client and only the client in mind.

Our mission is to get to know and understand the client's needs, wants, and long-term goals. We want to help clients develop, implement, and monitor strategies that are designed to address individual needs. We understand the challenges families face today ant the uniqueness of every situation.

From managing debt, to saving for college, to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help clients pursue their goals.

We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on the client, and their satisfaction.
Advisory Services Provided
Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
3567 E Sunrise Drive,Suite 101,Tucson,AZ 85718
Phone Number
520-298-1900

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