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Committed to Your Vision. Built Around Your Life.

You’ve built your success, now partner with a team designed to help you take the next step. Silvertree Wealth Partners offers transparent, customized wealth-planning strategies built to help support your continued growth. With clients across the country, our team delivers comprehensive guidance in investment management, retirement planning, tax optimization, and succession planning, backed by personalized attention and a genuine commitment to your long-term goals.

Our Team

A Team Committed To Putting You First

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Yamen Fellah AIF®

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Wyatt McRae

Wealth Planning For Trust & Estates

Stuart Scibetta

Who We Serve

Personalized Wealth Planning

At SilverTree Wealth Partners, we support families, professionals, and business owners in Tucson, especially those experiencing life changes or preparing for the next stage. Our wealth planning services combine strategic investing, tax-efficient planning, estate strategy, and charitable giving into one coordinated plan. We focus on clarity, simplicity, and long-term alignment to help preserve your assets, grow your wealth, and ensure your legacy is preserved for future generations.

Wealth Planning For Families and Individuals

Families & Individuals

At SilverTree Wealth Partners, planning matters. We partner with individuals, families, and pre-retirees to help them reach their financial goals, whether that’s saving for a child’s education, building personal wealth, or preparing for retirement. Our personalized approach keeps your priorities at the center of every decision.

Families & Individuals
Wealth Planning For Families and Individual

Families & Individuals

Families & Individuals
Wealth Planning For Skilled Professionals

Skilled Professionals

We partner with skilled professionals to streamline financial complexity so they can focus on what they do best. Whether it’s equity compensation, student debt, career transitions, or wealth building, we provide personalized strategies aligned with long-term goals. Our approach, covering tax optimization, retirement planning, risk management, and legacy planning, gives you greater clarity, confidence, and control over your financial future.


Wealth Planning For Skilled Professionals

Skilled Professionals

Wealth Planning for Business Owners And Executives

Business Owners & Executives

As business owners ourselves, we understand the challenges of running payroll, managing 401(k) and retirement plans, and making strategic financial decisions. We partner with entrepreneurs and executives to streamline equity compensation, tax planning, succession, and exit strategy, providing coordinated guidance that helps protect your business value and supports your long-term financial goals.


Wealth Planning for Business Owners And Executives

Business Owners & Executives

Wealth Planning For Trust & Estates

Trustee’s & Grantors

Protecting your legacy requires thoughtful planning and coordinated strategy. We help individuals, families, and business owners simplify complex estate matters, from trusts and wealth transfer to tax planning and multi-generational protection. Our team provides clear, strategic guidance to preserve your estate, minimize taxes, and helps ensure your wishes are confidently carried out.

Trustee’s & Grantors
Wealth Planning For Trust & Estates

Trustee’s & Grantors

Trustee’s & Grantors

Centered on You. Customized for Life.

We believe transparency and strong relationships form the foundation of effective wealth management. By taking the time to truly understand you, we’re able to deliver a holistic planning experience that brings together financial planning, investment management, charitable giving, and tax and estate strategies aligned with your long-term goals,  supported by coordinated partnerships with your attorney and CPA for complete, aligned guidance.

Discover

We take the time upfront to genuinely understand you: your goals, financial landscape, and investment history. This intentional approach builds trust and gives us space to demonstrate how our expertise can help you reach your objectives.

Develop

With a meaningful understanding of your goals and finances, we start building your financial plan. We focus on keeping everything clear and connected. When it makes sense, we’ll also work with your CPA or attorney to help keep the plan aligned. When it’s finished, we’ll go through it together, talk through your questions, discuss alternatives, and outline the next steps.

Implement

When you’re ready, we’ll bring your plan to life. We’ll provide full transparency around costs, guide you toward solutions that fit your situation, and handle the paperwork and coordination. Every step is designed to keep your strategy clear, efficient, and focused on achieving your goals.

Partner

True partnership shows up in the day-to-day, especially when life starts to change or get complex. We stay by your side with clear updates, thoughtful guidance, and proactive communication, giving you clarity and confidence, and a team fully committed to your success.

Let’s find out where you’re going next

 ≈ 2.50 Billion+*

In client assets. Trusted by clients who value strategy and results. *As of 11/12/25

100+

Years of collective experience in providing strategic solutions

32

Finance professionals knowledgeable to create innovative solutions.

Wealth Planning In Tucson AZ

How We Can Help

Your Goals. Our Commitment.

Being your wealth partner means we invest time—real time, into understanding who you are, what you value, and where you want to go. We begin with intentional, upfront work to uncover the goals that truly define success for you. From there, we build a clear, personalized strategy designed to connect every financial decision with the outcomes you care about most.

Our partnership doesn’t end once a plan is created. As your life evolves and new opportunities or challenges arise, we stay actively engaged, refining and adjusting your strategy to keep you on track. With consistent guidance, transparent communication, and a long-term mindset, we help ensure that your progress is purposeful and aligned with your vision, today, tomorrow, and for the years ahead.

Keeping Your Data Safe & Secure

At SilverTree Wealth Partners, your trust is our highest priority. We believe you should feel fully confident working with our team and accessing your accounts, which is why we hold ourselves to the strongest standards of client protection. In addition to the robust security measures we maintain, we proudly offer the following assurance:

  • Experienced Personnel

    Your protection is supported by a dedicated team of experienced cybersecurity and privacy professionals. They continuously monitor for emerging threats and work behind the scenes to keep your information safe, secure, and private.

  • Technology

    We use advanced technology designed to monitor, defend, and protect the systems that safeguard your financial information. These tools work around the clock to keep your accounts secure and your data private.

  • Independent Assessment

    To give you added peace of mind, our core technology and security controls are regularly evaluated by independent third-party experts. These assessments help confirm that our systems meet the highest standards of protection.

  • Operational Policies & Procedures

    Your data is safeguarded through carefully developed policies and procedures that meet or exceed industry standards. We also maintain coordination with key industry groups and law enforcement to strengthen our protective measures.
Learn More About Our Commitment To Cyber Security
Wealth Planning Partners For Your Financial future

Tucson-Based, Nationwide Reach, Where Personalized Guidance Meets Time-Tested Strategies

We combine the insight and resources of Raymond James, one of the nation’s most respected financial institutions, known for its stability, research depth, and innovative technology, with the personal attention of a boutique advisory firm. Backed by their nationwide scale and our local expertise, every plan we create is tailored to your goals, grounded in rigorous research, and built for lasting success. Proudly serving clients in Tucson and across the country, our experienced team keeps your financial future in focus every step of the way.

Let’s find out where you’re going next

FAQs

Frequently Asked Questions

Curious about financial planning or wealth management? We’ve answered common questions below to help you see how our approach can guide your goals and preserve your assets. If your question isn’t listed, feel free to reach out.

What services does SilverTree Wealth Partners provide?

SilverTree Wealth Partners offers comprehensive financial services for individuals, business owners, and trustees. Our team provides personalized financial planning, business planning, and coordinated guidance with estate and trust professionals to help ensure your wealth is preserved, organized, and positioned for future generations.

How does SilverTree Weath Partners approach financial planning?

We spend the time to discover your goals, develop a personalized plan, implement the strategy with clear guidance, and partner with you long-term, meaning we stay in touch, adjust as life changes, and keep your financial life aligned.

What makes SilverTree Wealth Partners different from other financial teams?

At SilverTree, we genuinely care about our clients, and we go out of our way to show it. We invest the time to understand your life, stay consistently engaged, and be there when you need us. Our concierge-style service and client-first mindset ensure you always feel supported, heard, and valued throughout your financial journey.

How do you approach fees and costs?

With complete clarity. We provide a thorough, upfront explanation of your fees, tie them to the value we deliver, and review them with you regularly to maintain full transparency.

What types of investments does SilverTree Wealth Partners use?

We use a broad range of investment solutions tailored to each client’s needs. Our approach typically includes low-cost ETFs, individual securities, and direct indexing, along with other strategies when appropriate. Every portfolio is personalized, designed to reflect your objectives, risk tolerance, and long-term financial plan.

Does SilverTree work with my CPA or attorney?

Absolutely. Collaboration with your CPA and attorney is a central part of what we do. We coordinate to help ensure your accounts and strategies match your financial and estate plans, align tax decisions with your long-term goals, and keep all professionals working from the same playbook. This partnership helps create a seamless, coordinated approach to your financial life.

Partnering With You Throughout Your Journey

With over 80 years of combined experience, Silvertree Wealth Partners in Tucson, AZ is dedicated to building lasting relationships grounded in trust, transparency, and a deep understanding of your financial goals. Our broad expertise across many facets of the financial industry enables us to confidently manage complex situations and significant levels of wealth, providing you with guidance and support at every stage.

Learn About Us
Wealth Planning For Your Financial Goals

Let’s See Where You’re Going Next!

Book your consultation today. We take a no-pressure, no-obligation approach so you can explore your options comfortably and confidently.

Contact Us

Get In Touch Here!

Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.