Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. With offices in Fountain Hills, Scottsdale and North Phoenix, Arizona, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you.

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Our Team

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Pictured from left to right:
Logan J. Brinkmann, Terri Bozarth, Lisa J. Bizzell, Michael J. Maroon, AAMS®, Tron J. Brinkmann, AAMS®, Paul H. Evans, AAMS®, Jared M. Maroon, Christina Bowen, Amy Barchini

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED Guidance

Business Owners

Business Owners

03/30/2021
Unique solutions for business owners and entrepreneurs.
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Corporate Executives

Corporate Executives

03/29/2021
Helping you manage your financial success
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Families & Individuals

Families & Individuals

03/28/2021
A pragmatic approach to wealth management
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Healthcare Professionals

Healthcare Professionals

03/27/2021
Helping physicians address their unique needs
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Retirees

Retirees

03/26/2021
Nurturing wealth so you can live a longer, better life.
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Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
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Pre-Retirees

Pre-Retirees

06/10/2018
Helping you and your family prepare for the coming years in retirement.
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Corporate Retirement Plans

Corporate Retirement Plans

06/08/2018
Helping you establish and oversee a variety of plans
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Corporations

Corporations

06/08/2018
Trusted and comprehensive guidance to support your needs and corporate mission
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Endowments & Foundations

Endowments & Foundations

06/08/2018
Delivering strategic solutions to support and sustain the mission of your foundation
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Family Offices

Family Offices

06/08/2018
Sophisticated expertise in planning for today and future generations
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Money Managers

Money Managers

06/08/2018
Providing objective, strategic advice and operational support as needed
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If you want to go fast, go alone. If you want to go far, you need a team.
John Wooden

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. SilverTree Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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