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Fee-only · Independent · Fiduciary
Ashgrove Wealth Partners is an independent advisory for Phoenix families and founders who want a plan built to outlast a single generation, not a portfolio built to outperform this quarter.
What we do
Most firms sell a product and call it a plan. We start with the plan, then decide which of these five disciplines it actually needs — and in what order.
A cash-flow model that tells you what today's decision costs you in 2040, not just this month.
Explore →Evidence-based portfolios built around your plan's actual time horizon, not a risk questionnaire.
Explore →Coordinated with your CPA year-round, because the biggest expense in most plans is avoidable tax.
Explore →Documents, trusts, and beneficiary structures reviewed against how families actually change.
Explore →Preparing heirs to receive wealth well — not just transferring it and hoping for the best.
Explore →That's the first conversation. We'll tell you plainly — even if it's not us.
How an engagement starts
We build the plan before we touch the portfolio. It's slower at the start and faster for the next thirty years.
A working session on cash flow, obligations, and what "enough" actually means for your family.
We model the tax, investment, and estate decisions together — one plan, checked for internal conflicts.
Accounts are opened, assets transferred in kind where possible, and the plan goes live.
Quarterly reviews, unlimited check-ins, and a plan that's revised as your life actually changes.
In their words
"They turned down a rollover that would have paid them more, because it wasn't right for our timeline. That's the only sales pitch that ever worked on me."
"Our estate plan sat untouched for a decade before Ashgrove. They found three problems our old attorney never flagged, in the first review."