Empowering Entrepreneurs in Tucson and Across the Nation to Thrive

As business owners ourselves, we understand what it takes to run and grow a company. At SilverTree Wealth Partners, we help fellow business owners make informed financial decisions that support both their professional success and personal goals. Whether you’re building a new venture or managing an established operation, our team designs strategies, from retirement planning to long-term wealth management, focused on achieving financial confidence and sustaining your business growth.

Our Services For Owners Financial Wellbeing

Solutions For Business Owners

We understand your business is likely your largest asset, and it deserves to be fully integrated into your financial plan. We work with business owners of all sizes to align business value, personal wealth, and long-term goals through thoughtful planning in Tucson and nationwide.
We help by:

Managing company 401(k) and profit-sharing plans
Providing strategic financial and tax planning
Designing retirement and succession strategies
Coordinating business and personal investment planning
Supporting risk management and insurance needs

Whether you’re growing your company, preparing for a transition, or building long-term stability, we help you move forward with clarity and confidence.

Growing Your Business

As your business expands, financial planning becomes essential for stability and smart growth. We help you create a strong cash reserve, protect assets through proper titling and insurance, and maintain focus on your personal finances, ensuring your success is built on a secure foundation.

Mature and Established

For established businesses, we focus on long-term resilience and future readiness. Our advisors help you stress test your operations, address estate planning needs, and explore ownership transfer strategies so your business remains strong and adaptable for years to come.

Exit Stage

When it’s time to transition from your business, we help you make the most of your life’s work. Our team helps guide you through valuation, sale structure, and tax planning while developing a post-sale financial strategy that supports your next chapter with clarity and confidence.

Employee Benefits That Work For You

We believe your employees are one of your greatest assets, and when they feel supported and financially confident, your business grows stronger. At SilverTree Wealth Partners, our approach to 401(k) and employee-benefit management goes far beyond standard plan setup. What sets us apart is our commitment to serving everyone involved in the plan, from the custodian to the CEO, and every employee who wants guidance.

We support your team by:

Offering one-on-one financial planning and life-insurance education for any employee who needs help
Clearly explaining 401(k) options so staff feel confident participating and contributing
Leading regular in-person or virtual education sessions to improve engagement and plan funding
Providing proactive, ongoing communication, never a “set it and forget it” approach
Helping owners align employee benefits with broader business and personal financial goals

Tailored Solutions For Your Businesses Financial Needs

Explore Services

We offer financial guidance for every place where your money and your life intersect.

Legacy Planning

Risk Management

Education Planning

Banking & Lending

Retirement Planning

Wealth Management

Balancing Business Growth and Personal Wealth

As a business leader, your financial life is closely tied to the success of your company. At SilverTree Wealth Partners, we help you connect your personal and professional finances so they grow together. We work with entrepreneurs, executives, and corporate leaders to build strategies that support a stable business while also growing personal wealth, long-term financial resassurance, and retirement readiness, here in Tucson and across the country.

We focus on organizing your finances, structuring tax-efficient compensation, and protecting your assets from unnecessary risk, while working closely with your CPA to help ensure your tax strategy aligns seamlessly with your broader financial plan. Whether you’re growing your company, planning a transition, or preparing for succession, our team gives you the clarity you need to make confident decisions today and achieve financial independence regarding your future tomorrow.

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.

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.