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WELCOME TO CATALINA WEALTH MANAGEMENT

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Catalina Investments

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Friendly 401k

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CI Legacy

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Retirement Plans for Business Owners

Business owners care about their company and the people working with them.
We outline the different types of retirement plans available
and the ones that make sense for you and your employees.

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Who We Are

We create strategies tailored to your goals.

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What We Do

Without any conflicts of interest we put your needs first.

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Why We Do It

We enjoy building trusted relationships that span generations.

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Modern Retirement Planning

Our company believes that good financial decisions don't have to be confusing. With over 80 years of combined experience serving the best families in Southern Arizona, we can provide simple techniques that may help you make the most of your money and help work towards more of your financial goals. 

To register for a class or to see out upcoming class schedule, Click here

If you have any questions or would like to schedule a complimentary meeting to discuss your specific questions, please contact us by calling (520) 298-1900. You may also contact us by emailing us at info@cilegacyplanning.com.

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Charitable organizations we are involved with