Our Story
Financial plans as a
conversation, not a transaction
Since 2001, we’ve been helping Tucson families and businesses build the futures they dream about, with a team that knows your name, your goals, and your story.
25+
YEARS SERVING
TUCSON
100%
WE INVEST
LIKE YOU INVEST
Always
A TEAM IN
YOUR CORNER
FOUNDED 2001
Built on real relationships
You’ll never get bounced between advisors or struggle to get someone on the phone. Everyone on our team knows your situation and is ready to help, whether it’s a quick question or a major life decision.
NEW CHAPTER, SAME VALUES
Next-generation leadership
In 2021, Alix Kusler and Rick Zich stepped in as the next stewards of SIA, bringing fresh energy and the same values that made this firm special from day one.
We invest your money exactly the way we invest our own, with care, discipline, and an eye on the long game. That’s not a policy. It’s a personal commitment.
Services built around your life
We offer Financial Coaching, Investment Management, Financial Planning, and Business Planning as our core services. We also help with Social Security decisions, Long-Term Care & Life Insurance, and Education Savings. Basically, the financial pieces that matter most at different stages of life.
Financial Coaching
Investment
Management
Financial Planning
Business Planning
Family-oriented, by design
AT HEART, WE ARE
Relationship driven
We’ve built this firm the way you build a family, slowly, with intention, and for the long haul. That means being there for the moments that matter, from a first job to retirement, and treating your financial life with the same care we give our own.
Ready?
Think we might click? Let’s find out. A quick, no-pressure chat with a SIA advisor is all it takes. Just fill out the form, and we’ll be in touch soon. We’re looking forward to getting to know you!
