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Our core values

Our Clients First

We place our clients' needs above all else. Our clients place a high level of trust in us, and we do not take this lightly.

Add value

Our job is to Add Value EVERY TIME; Whether they need our services or not.

Demonstrate Integrity

We strive to act with complete and unconditional honesty, with principles of sound ethics and with proper alignment of priorities. We take our Fiduciary Responsibility very seriously.

adapt to change

We believe that for everyone involved to be successful, we must be willing and able to adapt quickly and efficiently to change. We do not shun change; we welcome it.

achieve balance

We value and expect hard work at every level from ourselves, yet we believe that work is not our greatest purpose in life. We place a higher value on, God, family, giving back and making a positive impact in society and in our client’s lives.

Products and Services

IRA's
Traditional • Roth
Rollover

UTMA / UGMA Accounts

401k's
New Plans
Managing Current Plans

529 Plans

Life Insurance/
Annuities

No cost Financial Consultation and Advice

Our Advisors

Phillip Palmer

Chairman

FINANCIAL ADVISOR
CELL: (928) 853-9020

Bruce Bryce

Board Member

FINANCIAL ADVISOR
CELL: 480-773-8030

Craig Connolly

Financial Advisor

CELL: 480-202-0616

Daniel Morris

Financial Advisor

CELL: 928-965-5023

Jason Wiseman

Financial Advisor

CELL: 480-861-6111

George Gadzik

Financial Advisor

CELL: 480-600-3582

Our SUPPORT Staff

Mandy Castañeda

Chelsie Aden

Lourdes Nieto

Keep in Touch!

Bruce Bryce • Phillip Palmer • Daniel Morris

Jason Wiseman • Daniel Morris • Craig Connolly

Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • Advisory services offered through SCF Investment Advisors, Inc. • 10150 Meanley Drive First Floor San Diego, CA 92131 • (800) 955-2517 • 559.456.6109 FAX. • SCF Securities, Inc. and Ash Creek Financial Advisors are independently owned and operated. www.scfsecurities.com

Ash Creek Financial Advisors (“Ash Creek”) provides its investment advisory services through The Partners Wealth Management, LLC dba ThePARTNERS Wealth Management (“ThePARTNERS”), an investment adviser registered with the Securities and Exchange Commission (“SEC”). Please note that registration with the SEC does not imply a certain level of skill or training. Ash Creek and ThePARTNERS are independently owned and operated. Ash Creek’s advisers are investment adviser representatives of ThePARTNERS, as defined by the Investment Advisers Act of 1940. The information on this website is based on data gathered from what we believe to be reliable sources. The statements, claims, contents and/or commentaries (“Materials”) made herein, provide general market commentary or general information and/or expresses the personal opinion of the author or speaker which does not necessarily reflect the views or opinions of ThePARTNERS or any of its related entities. The Materials are provided for courtesy and for informational purposes only and should not be construed by any client and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the internet. The services offered are intended for residents of the United States in certain states only. Any subsequent, direct communication with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Please check with us to ensure we are registered in your state.