Protecting Legacies. Empowering Trustees.

We empower trustees with strategic guidance to protect, manage, and preserve wealth, serving as a dedicated partner in navigating long-term obligations and making informed decisions for lasting financial security.

From Vision to Execution: Comprehensive Trust Management for Every Generation.

SilverTree Wealth Partners helps trust grantors and trustees fulfill their goals and commitments through a structured, strategic process:

Goal Assessment: Work with grantors to understand their intentions, aspirations, and long-term objectives for the trust.
Strategic Planning: Review tailored financial strategies aligned with the trust’s purpose and beneficiaries’ needs.
Asset Management: Oversee investments to balance growth, income, and risk while preserving trust assets.
Tax Coordination: Partner with CPAs to help optimize tax strategies to enhance distributions and minimize liabilities.
Legal Alignment: Partner with attorneys to help maintain compliance, keeping the trust’s structure and operations consistent with legal and regulatory standards.
Ongoing Guidance: Review and adjust strategies as circumstances, markets, or objectives evolve.

This approach helps the trust fulfill its mission while protecting and growing wealth.

Adapting Your Financial Plan for Life After Work

Retirement isn’t static, it’s a new chapter with evolving priorities. Whether you’re traveling, downsizing, or exploring new interests, your financial plan should adapt with you. Our advisors provide reviews and adjustments to help ensure your strategy remains aligned with your goals, lifestyle, and market conditions. As your needs change, Silvertree Wealth Partners in Tucson helps you stay flexible and confident in every decision.

≈ 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

Finance professionals knowledgeable to create innovative solutions.

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

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.