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Invest in you

Craft an investment strategy that reflects your life and financial goals.

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Desert Financial Wealth Management logo positioned above the Raymond James logo.

Your life, your investments

Desert Financial Wealth Management advisors partner with Raymond James Financial Services to help you craft an investment strategy based on your goals, timeline and risk tolerance.

Discover a plan that fits your path

Looking for a personalized plan that aligns with your situation and goals? We can help! Click below to visit our wealth management site and learn even more about how our services, team and options can help you bring your dreams to life.

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The #1 ranked advisors for investor satisfaction

This year, Desert Financial Wealth Management advisors and our partner Raymond James Financial Services earned the highest ranking from the 2025 J.D. Power U.S. Investor Satisfaction Study. We appreciate not just your votes but also your trust, and we look forward to many more years of helping you reach your goals!

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Professional guidance
Understand the “why” behind your investment strategy before you put a plan in place.
Free consultations
Your advisor will evaluate your current portfolio and recommend next steps at no cost to you.
Holistic approach
We’ll factor in your life plans – not just your retirement goals – and pivot when needed.
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Education and insights

Dollar cost averaging as a long-term investment strategy
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Recent market volatility and impact on the banking sector
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(602) 336-5531, option 1

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