Sundance Wealth Management is an independent, fee-based financial planning and investment advisory firm located in Cottonwood, Arizona which is about 90 miles north of Phoenix. I specialize in the finances of professionals, women and their families.
My goal is to create a fiduciary relationship with you - one that will help you build a sustainable financial future. One built on trust. There are two important ways I'm different from traditional "financial advisors". As a fiduciary, I'm obligated to always act in your best interest. Unlike brokers or others who may hold themselves out as "financial advisors", I won't make a recommendation just because it is "suitable". I accept a higher burden and only make recommendations if they are in your best interest. You work hard for your money. I'll work hard to protect it.