We are an independent, comprehensive financial services firm based in Scottsdale, Arizona. Our focus is on helping families, individuals and small businesses develop and maintain solid financial plans for their and their families’ long-term life goals. At Washo, our aim is to help you use your resources effectively in pursuing a meaningful life.

We are especially effective in helping women thrive. Many of our clients are successful women who may be going through significant changes, such as the death of a partner or transitions from professional life towards retirement. We offer sound advice to navigate each stage of life with its inherent challenges. Many of our clients are comforted knowing they will not be left to face financial matters alone. We have the tools to help alleviate the financial stress that often comes with change.