Financial Planning/Services

About Us

LIQD Investments is a family wealth management firm that blends retirement planning and investment management with straightforward, step-by-step advice bringing simplicity back to managing your money. Our planning process is designed to understand your biases around spending, saving, and planning first. A holistic plan is made thereafter with the financial concepts and available decisions explained in language you can understand. Our clients’ clarity, comfort, and care come first!

With over twenty-plus years serving the greater Scottsdale/Phoenix area, we are ready to assess your unique financial situation to help increase your wealth and help preserve it for future generations to come. We’re here to provide Lifetime Investing with Quality Advice and Dedication to YOU.