Lead Specialist
Wealth Management Firm Specialist Board-Certified
5/5.032 Google reviews
Welcome
Stine Wealth Management — Retirement Planningin Scottsdale
When retirement feels close in Scottsdale, we start with an initial consultation, then build a family-first plan around retirement, investments, and financial planning.
- Board-certified professionals
- Personalized care plans
- State-of-the-art facility
- 32 Google reviews
- 5★
- areas served
- 13
- Board-Certified
- ✓
- Licensed
- ✓
- Independent and owner-operated
- Our standard, in writing, on every engagement
- CFA® charterholders & CERTIFIED FINANCIAL PLANNER™ professionals
- Annual third-party custody & compliance examination
The practice
Real quality is not loud. It is a plan, kept.
Stine was founded on a narrow conviction: a family with something meaningful to protect is owed the same discipline an institution demands — a plan in writing, costs in the open, and a senior advisor who knows the names of your children and the terms of your trusts.
We take fewer clients and go deeper. No product shelf, no quarterly sales targets, no junior hand-offs. The people in the room on day one are the people who answer the phone in year twenty.
Meet the partners
Consultation
Book Your Consultation
An unhurried conversation with our senior team, entirely private. No obligation, and nothing to bring but your questions.
“You will never be handed to a junior team. The people in the first meeting are the people in the twentieth.”
— Julian Ashworth, Managing PartnerWhat we do
Every discipline. One plan.
Every engagement begins with the written plan; these are the rooms of the same house. Each is delivered by named senior professionals — never a call center, never a product shelf.
Retirement Planning
Retirement planning in Scottsdale starts with whether the nest egg will last, then a tailored, family-first plan you can actually follow. We teach as we go so income timing and withdrawals make sense before you leave work.
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Investment Management
Investment management in Scottsdale is about options that fit the household, a tailored strategy rather than a product push. The portfolio is built to sit inside the rest of your plan, not apart from it.
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Comprehensive Financial Planning
Comprehensive financial planning in Scottsdale begins with an initial consultation, then a plan built around your household rather than a one-size-fits-all list. Retirement, investments, tax, estate, and insurance are considered together when they belong.
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Estate Planning & Wealth Transfer
Estate planning and wealth transfer in Scottsdale is about family well-being and generational planning, done thoroughly. We coordinate the money side so documents, accounts, and beneficiaries are not sitting in different drawers.
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Tax Planning
Tax planning in Scottsdale is coordinated with the rest of the household plan, not a once-a-year scramble. We look at tax-advantaged accounts and taxable accounts together so contributions and withdrawals are not working against each other.
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Insurance Planning
Insurance planning in Scottsdale sits inside a family-first plan: coverage that protects the household, not a stack of policies for their own sake. We help you see what you already have and what still belongs.
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Life Transition Planning
Life transition planning in Scottsdale is for the moment the old investment mix feels out of date, a move, a sale, a loss, a new role. We keep the plan tailored and easy to work with while you decide the next step.
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401(k) & IRA Planning
401(k) and IRA planning in Scottsdale focuses on tax-advantaged accounts and how they feed retirement income. We walk through contribution, rollover, and withdrawal choices in plain language.
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Lifestyle & Money Planning
Lifestyle and money planning in Scottsdale is the get-organized work: cash flow, family well-being, and enough education to run the household calendar with less fog. We start from how you actually live, then match the money to it.
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Financial Planning Consultation
A financial planning consultation in Scottsdale is the starting point, onsite at 6991 East Camelback Road, Suite D 300, women-owned, with a wheelchair-accessible entrance. We review your goals and whether we are a good match; there is no hard close.
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Financial Planning
Financial planning in Scottsdale puts accounts, insurance, and estate papers into one plan you can follow. If you could benefit from a financial professional, we invite you to see whether the fit is right.
Learn moreA second opinion on your current portfolio — senior eyes, in writing, without obligation.
The partners
The people who answer in year twenty
The names below stay the names you call — the same people, every time.
Associate
Care Coordinator
What to expect
From first conversation to standing counsel
No pressure at any step — each stage ends with something in writing and a decision that is entirely yours.
- 01
A private conversation
Ninety minutes with two senior advisors — no charge, no deck, nothing to sign. We listen to what the money is for before anyone mentions a portfolio.
- 02
The written plan
Within three weeks you receive your plan: balance sheet, investment policy, tax and estate observations, and our fee — one figure, in writing. It is yours to keep either way.
- 03
A measured transition
Accounts move on a schedule designed around taxes and timing, never all at once. You approve each step; nothing is sold before its consequences are shown.
- 04
Stewardship, year over year
Standing reviews each spring and fall, a call before any material change, and a team that already knows the answer when your attorney or CPA asks.
The standard
What disciplined looks like
412Written financial plans delivered
96 hrsMedian advisor time, first client year
2Senior advisors present at every review
In their words
Rated 5 by the families we serve
32 Google reviews. These are private matters — we are grateful so many clients chose to speak anyway.
a year ago“Alison is very knowledgeable, attentive, and patient. She takes the time to understand your goals and helps create a plan that is tailored to your needs. Her welcoming approach makes financial planner feel easier!”
a year ago“Alison is absolutely incredible! She is patient, thorough, and takes the time to walk me through everything, making sure I fully understand my financial decisions. Her knowledge and guidance have been invaluable, and I always feel confident knowing she has my best interests at heart. I can’t recommend her enough!”
a year ago“Alison is fabulous to work with! She knows the exact route to go to get you to your end goal of retiring. Thank you for taking the worry out of retirement for us!”
a year ago“Alison is extremely helpful as I was just trying to understand strategy on how best diversify my investments. She made everything simple and easy for me and my wife.”
a year ago“Wonderful company! Alison is awesome! Thank you for all your help”
a year ago“Alison is fantastic! Her expertise and personalized approach make navigating financial decisions so much easier. If you’re looking for a knowledgeable and trustworthy advisor, give her a call—you won’t regret it!”
a year ago“Alison provides amazing information for financial management! She takes the time to understand what your goals are by listening to her clients. Her knowledge, attention to detail, and warmth all shine through when speaking to her. You can feel how much she cares about what's best for her clients!”
a year ago“I made my best financial decision by having a financial adviser and Alison can help you out making the right financial decision for you and your family. She is extremely knowledgeable and is independent advisor giving you flexibility and options. I would recommend Alison in a heartbeat.”
2 years ago“Alison is incredibly knowledgeable and a wonderful person to work with on any individual or family financial needs that are needed. The absolute best in the business. If you're thinking about meeting with a financial advisor, give her a call. You will not be disappointed.”
2 years ago“Alison is knowledgable and so very helpful! She really listens and takes the time to understand your goals and takes a holistic approach to her guidance. Recommend!”
Fees & engagement
One fee. On one page. In writing.
We are paid one transparent advisory fee by you — and nothing by anyone else. No commissions, no revenue sharing, no products of our own. If a recommendation ever earns us a second dollar, it is not a recommendation we may make.
Advisory fees are billed quarterly in arrears and disclosed to the dollar on every statement. A consultation carries no obligation — the written plan is yours to keep, whoever you choose to manage it.
Ask about your situation- Annual advisory fee, first $2M under advisement
- 1.00%
- From $2M to $10M
- 0.70%
- Above $10M
- by schedule
- Standalone written financial plan
- from $6,500
- Initial private consultation (90 minutes)
- $0
Plain answers
Questions families actually ask
What does “fee-only fiduciary” actually mean for me?
It means we are paid one transparent advisory fee by you, and nothing by anyone else — no commissions, no revenue sharing, no proprietary products. We are legally and contractually obliged to put your interests first, and that obligation appears in writing in your agreement.
Is there a minimum to work with Stine Wealth Management?
Most client families bring $1 million or more in investable assets, because our service model is senior-advisor time, and that time is capped per advisor. For situations below that — often the next generation of current clients — we offer a standalone written plan from .
What happens in the first consultation, and what does it cost?
Ninety minutes, two senior advisors, no charge and no obligation. We ask about your family, your balance sheet, and what the money is for. If we can help, we say how and exactly what it costs. If we can’t, we say that too, and suggest who can.
How is moving my accounts handled — and taxed?
Deliberately. We map every holding for embedded gains before anything moves, transfer in kind wherever possible, and stage sales across tax years when the math favors it. You approve each step; nothing is liquidated for our convenience.
Who will I actually work with over time?
The senior team you meet in the first conversation. Every household is served by two named senior advisors, and reviews are attended by both. We cap relationships per advisor precisely so this never quietly degrades.
Do you work with my existing attorney and CPA?
Yes — by design. Estate documents, tax returns, and business agreements all touch the plan, so we coordinate directly with your counsel and accountant (or introduce you to several, if you need one). You should hear one plan, not three professionals.
Where are my assets actually held?
At an independent third-party custodian, titled in your name. Stine Wealth Management never takes custody of client assets; we direct investments under a written policy you sign, and you can see every position and every fee on the custodian’s own statement.
We’re not in Scottsdale — do you work beyond the immediate area?
Most client families are spread across the surrounding region, and we meet many of them at their homes or by video. Distance has never been the constraint; fit is.
The first conversation costs nothing. Clarity rarely does again.
A private conversation with our senior team. Bring your questions — leave with a plain answer on whether we can help, and exactly what it would cost.