Phoenix, Arizona · Dream Wealth Co.
A financial advisor for Phoenix families nearing retirement, or just stepping into it.
I'm Chris Jennings, CFP®. I work with families in their 40s and 50s across the Valley who've saved well and still can't say whether they could stop working at 60. I'm based in Scottsdale and I meet anywhere from Phoenix to Chandler, or virtually.
Who I work with
You earn well. You've been filling the 401(k) for years. The kids are somewhere between middle school and college, and your parents are starting to need you. Somewhere around 50 the question showed up: am I on track, and what would it actually take to stop?
If that's you, you're the family I built this firm for. I don't have minimums. I'd rather work with the right people early than wait until they've already figured it out.
What I help with
- Retirement planning for the decade before it happens. When work could become optional, and what changes that. More on retirement planning
- Tax planning over the next ten years: Roth conversions, RSUs, brackets, and reaching your money before 59½. More on tax planning
- The one-page plan. What comes in, what goes out, what each goal costs, and how long the money lasts. One sheet you can hand your spouse.
- Investment management, if you'd like me to handle it. It's not required to get the plan.
Across the Valley, and beyond it
Phoenix, Scottsdale, Tempe, Chandler, Mesa, Gilbert. If you're in the Valley we can sit down in person. If you'd rather not fight the 101 at rush hour, we meet virtually and it works just as well. I work with families across all 50 states.
How we work together
- Define your dream. What the next chapter actually looks like. Not a number. A life.
- Reveal your reality. Where the money is today and what it can and can't do yet.
- Explore your options. The paths, with the trade-offs said out loud.
- Align your strategy. This year's moves, and the sequence for the next ten.
- Maintain momentum. We check in as things change, because they will.
Questions people ask before the first call
- Do you have an office in Phoenix?
- I'm based in Scottsdale. I meet in person across the Phoenix area and virtually everywhere else.
- Do you have a minimum?
- No. I'd rather meet you early.
- What does it cost?
- I'll walk you through it in writing on the first call.
- Do you prepare tax returns?
- No. I do the planning; your CPA files.
- Who are you registered with?
- Titleist Asset Management, LLC. Disclosures are at the bottom of this page.