Scottsdale, Arizona · Dream Wealth Co.

A financial advisor in Scottsdale for families nearing retirement, or just stepping into it.

I'm Chris Jennings, CFP®. I work with families in their 40s and 50s who've saved well and still can't say whether they could stop at 60. I'm based in Scottsdale, I meet in person here in the Valley, and I work virtually with families across all 50 states.

Who I work with

You earn well. You've been filling the 401(k) for years. Kids are somewhere between middle school and college. Your parents are starting to need you. And somewhere around 50 the question showed up: am I on track, and what would it actually take? 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 do

• 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, how long it lasts. One sheet.
• Investment management, if you'd like me to handle it. Not required to get the plan.

How I got here

I started in life and health insurance and quickly learned what I didn't want to do, which was shoving products on people. Then ten years at Vanguard and another firm, sitting with a few hundred families at exactly this stage. In 2026 I went out on my own. My wife and I have two young girls at home, so I'm making a lot of the same decisions you are.

Most advisors measure success by portfolio returns. I measure it by how clearly and confidently you can step into the next chapter of your life.

Scottsdale, and everywhere else.

I'm in Scottsdale, Arizona. If you're in the Valley we can meet in person. If you're anywhere else, we meet virtually, and it works just as well. I work with families across all 50 states, and most of my clients I've never met in a room.

Questions people ask before the first call

• 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.
• I already have an advisor. Bring your return and statements and I'll give you a straight second opinion.
• Who are you registered with? Titleist Asset Management, LLC. Disclosures are at the bottom of this page.