Bayntree Wealth Advisors

Bayntree Wealth Advisors is a financial advisory firm focused on retirement planning for individuals, families and business owners. Its core services are income planning, investment management, tax strategies, risk management and legacy planning, with a conservative investment approach aimed at preserving and growing savings. The firm also works with 401(k) and pension plans and with CPAs.

The firm has been in business for more than ten years and has offices in Scottsdale, Peoria and Tucson. Advisors review a client's finances and build a personalized retirement plan that is adjusted as needs change. Bayntree does not give tax or legal advice, so those questions are referred to a qualified professional. Estate planning documents such as wills and trusts fall under its legacy planning work.