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Our Mission

At Catalina Wealth Management, we have the client- and only the client- in mind. Our missions is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

With over 80 years of combined experience serving the best families in Southern Arizona, we understand the challenges families and business owners face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.