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About Washo Financial

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

You have questions we can answer.

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.

Client Centered

At Washo Financial, we offer comprehensive services to address all the stages of our clients’ lives. Many people ask if their money will last as long as they live. With us as your guide, we can help you effectively prepare for retirement in a well-planned, thoughtful way. We offer the tools to help you provide for and protect your family as you plan for retirement.

Others ask how to support their loved ones. You may be trying to assist loved ones whose financial house is in disorder. Whether you’re helping an aging parent to sort through financial matters that have been building up over the years, or you’re trying to get your own financial house in order, we can help. We offer the education and experience to bring answers to the financial questions you or your loved ones may have.