TCI Wealth Advisors is an independent, fee-only wealth advisory firm with an uncompromising commitment to the happiness of clients and staff. We act in a fiduciary capacity, rendering wealth advisory, investment management, and financial planning services. The company was founded with the mission of putting clients’ interests first by specifically striving to simplify their lives via trusted, respectful, honest, and open communication. With offices in Tucson, Scottsdale, Flagstaff, Reno/Tahoe, Denver and nearly $3 billion assets under management, TCI is one of the largest independent, registered investment advisory firms in the West. To learn more about TCI, visit www.tciwealth.com.

Investment Management

TCI Wealth Advisors

Sam Swift

Charlie Peck

Jennifer Botz

Jennifer Nevenhoven (Baxter)

Aubree Coggins-Jensen

Missy Eddy

Cfp® Sam Swift Cfa, Aif®

The Financial Planning Team at TCI Wealth Advisors is dedicated to crafting personalized financial strategies that align with clients' goals and values. Comprising Certified Financial Planner™ professionals and skilled associates, this team provides comprehensive services including retirement planning, tax strategies, and estate planning. Their focus on clear communication and fiduciary responsibility ensures that clients receive tailored advice that simplifies their financial lives and enhances their overall well-being.

Financial Planning Team

Support Team

Relationship Management Team

Financial Planning Team

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Support Team

Relationship Management Team