Estate & Retirement Strategies LLC

Overview

Estate & Retirement Strategies LLC is an independent, Arizona-based limited liability company that provides advisory services to individuals and families. The firm acts as a capital allocator and focuses on financial planning, discretionary portfolio management for individuals and small businesses, and selecting outside advisers or managers when appropriate. Its fee model is flexible, incorporating percentage-of-AUM billing along with hourly and fixed fees, plus the capacity to receive commissions and other fee arrangements. The firm is structured to serve a concentrated client base with a hands-on advisory approach. It does not pursue ESG investment strategies and operates as a single-state adviser, delivering tailored advice rather than broad multi-state distribution.

Assets & Accounts

Investments & Alternatives

Location & Offices