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Company

Witt Financial LLC is an independent practice in Tucson, AZ, whose team offering securities through Raymond James Financial Services, with operation platforms, logistics and custodies client assets. With extensive investment knowledge our team is able to offer cutting edge technology for portfolio analysis, investment research and judicious maintenance of a growing client base.

In addition to investment maintenance we are fully aware of the importance service plays in our clients’ busy lives. Phone calls and emails are answered promptly by live personnel and problems are dealt with quickly and satisfactorily. We represent over 36 years in the financial industry working at top global investment firms.  We are here to help you plan for your investment goals while providing an atmosphere of client service.

Our Commitment

The goal of investing, the team at Witt Financial believes, is to design a plan that address our client’s investment objectives while recognizing each client’s risk tolerance and wealth management needs.  In order to achieve this objective, our investment philosophy is to do extensive research upfront with each client to establish their unique investment requirements and risk tolerances before investment money is placed.  Once a solid investment strategy is developed, the team at Witt Financial uses active portfolio management to implement a proper allocation* in equities, fixed income, money markets and alternative investments as required to achieve the client's objectives.  The goal is to generate rewarding investment returns while avoiding unnecessary volatility within the unique risk tolerances of each client. Continual portfolio maintenance is provided and portfolios are rebalanced as the client’s strategy dictates. Our commitment is to quality investment counsel and great client service.

*Asset allocation does not ensure a profit or protect against a loss.

Our Principle

Our team believes that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 520-320-0881.