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Our Story

Client Centered

Cultivate. Network.
Get creative.


It starts with building relationships and our desire to help others within our networks and communities.

With our combined financial experience and background in the luxury travel and leisure industry, we bring a fresh perspective on how we care for you, your family, and your business. Together, we’ll work through complex financial situations, always bringing creative solutions forward (and having some fun along the way, too).

As successful entrepreneurs ourselves, we've grown businesses, become business coaches, and established a powerful network—experience and resources we're eager to leverage for you.

       
       
Kevin-Dick-Signiture            

Kevin Dick, AIF®, AAMS®, CRPS®, CPFA®, CEPA®

CEO & Wealth Advisor

       
       
Carrie-Dick-Signature            

Carrie Dick, AIF®, CPFA®, CEPA 

President & Wealth Advisor

Our values are simple.

Our values are simple.

           

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Sleep-At-Night Factor

We can’t actually guarantee sleep, but we’ll never keep you waiting for an answer. If it’s keeping you up at night, it’s keeping us up too.

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Leave It Better Than You Found It

Every encounter means something. Whether you choose to work with us or not, you’ll still walk away with more knowledge than you came with.

       
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Love People

We love helping and getting to know you and your family. It’s why we do what we do. We love people.

       
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Our Golden Rule

Our environment is respectful and inclusive. We’ll treat you how you want to be treated and always meet you where you are. 

We have a shared compassion for people.

We have a shared compassion for people.

Community is the key to a better world.

Our commitment to giving back to our communities is one we don’t take lightly. We believe that helping wherever we can has a great impact now and in the future.

Desert Mountain High School PTO

Desert Mountain High School PTO

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Scottsdale Youth Hockey Team

Scottsdale Youth Hockey Team

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Expedition High School Youth Camp

Expedition High School Youth Camp

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Kiwanis Club of Zane Grey Country

Kiwanis Club of Zane Grey Country

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Rotary International

Rotary International

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Time Out Shelter

Time Out Shelter

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Soroptimist International

Soroptimist International

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Payson Unified School District

Payson Unified School District

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New Beginnings

New Beginnings

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Payson United Methodist Church

Payson United Methodist Church

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Payson Little League

Payson Little League

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The Miracle League of Arizona

The Miracle League of Arizona

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Tucson Cancer Conquerors

Tucson Cancer Conquerors

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Youth On Their Own

Youth On Their Own

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Wealth is more than a dollar amount.  

It's a desired lifestyle, relationships, health and more. We seek to help you feel wealth in every aspect of your life.  

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