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Tucson, AZ

6450 N Swan Road
Suite #100
Tucson, AZ
Hours: 7am - 4pm, M-F

Best in Class Advisors

NBRI3

Top 100 RIA Firm

Barron's1

9th in AUM Growth

RIA Channel8

4th Fastest Growing RIA

FA Magazine2

$14 Billion

Assets Under Management4

29 Years in Business

17,000+ Clients

Best Places to Work

InvestmentNews5

About Our Tucson Location

The Allworth team in our Tucson office has faithfully been serving individuals and families throughout the Southwest United States for more than 20 years. We pride ourselves on delivering conflict-free, fiduciary investment management and retirement planning advice and guidance that helps clients reach their short and long-term financial goals.

Interested in learning more about the Allworth way? Listen to Money Matters, our weekly, call-in radio program, via podcast at iTunes or Google Play. One of the country’s longest-running financial shows, Money Matters answers questions from people just like you about investing, retirement, taxes, and more.

Conveniently located at 6450 N. Swan Road, in Northeast Tucson near the juncture of North Swan and East Sunrise Drive just east of State Route 77, our Tucson team delivers guidance on:

  • Retirement and Financial Planning
  • Investment Management
  • Estate and tax planning recommendations

Meet Our Financial Advisory Team

Latest Insights

Important open enrollment and Medicare reminders

It’s that time of year! No matter if you’re still working and on your company health insurance or retired and on Medicare, Allworth Co-CEO Scott Hanson shares some key reminders about your healthcare choices (and costs) as open enrollment season kicks-off.

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Third Quarter 2022 Market Update

Things were starting to look better for the stock market over the summer… but then things took a dramatic turn over the last three months. What happened? In this quarterly video update, our Chief Investment Officer joins Co-CEO Scott Hanson to discuss the rally that fizzled, the housing correction, inflation, bonds, the biggest risk we see right now, and more.

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5 Ways Business Owners Can Optimize Retirement Savings

As a business owner, you have the ability to pull certain levers to increase retirement savings while controlling tax consequences. By understanding how different qualified plans can deploy savings and tax strategies, you can optimize cash flow for your retirement future.

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