TCI Wealth Advisors, Inc. (“TCI”) was founded in 1990 with the fundamental principle of putting clients’ interests first through trusted, respectful, honest and open communication. With offices in Tucson, Scottsdale, Flagstaff, Reno/Tahoe, Santa Fe, Denver, and Santa Monica, TCI is one of the largest independent, registered investment advisory firms in the West.
TCI maintains all the best parts of a small firm while leveraging the benefits of a large firm. Our proactive process focuses primarily on client values, goals, interests, and desires allowing TCI to provide a complete financial solution – balancing wealth and well-being.
Independent and Fee-Only. TCI is committed to the practice of providing independent investment and financial planning advice. TCI is 100% owned by shareholders active in the firm, thereby allowing the company to steer clear of any 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 with other like-minded financial professionals, allows the firm to provide successful conflict-free and unbiased financial guidance, based solely on the needs and expectations of each client.
Evidence-Based Investing. Our investment philosophy is based on award-winning academic research and, when coupled with comprehensive planning, we believe it provides an effective solution to assist our clients in having a successful wealth management experience. We believe in a structured approach to investing which utilizes, low-cost and tax-efficient investment solutions.
100-Year Firm. TCI is committed to the concept of a 100-year firm; a company that will be around for not only our clients today but for their children and grandchildren into the future. Planning to meet individual and family goals includes focusing on future aspirations and generations. In 2012, TCI launched the ASPIRE program designed to provide younger people with access to sound financial planning and investment management. Historically, this type of service has not been readily available to this part of the population. TCI is committed to providing sound financial advice to you, your family, and the generations that will carry on your legacy.
Having recently celebrated our 25th anniversary, TCI serves over 1,500 clients and manages over $1.7 billion in assets. Our firm has been recognized in many different publications and rankings over the last few years and although we are very honored by these recognitions, we truly attribute all of our success and growth to our amazing group of clients. They have supported us over the years and we feel lucky to be able to empower, educate and advise them as they work towards their personal definition of success.