Tandem Wealth Advisors.
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Services

Investment Management

Tandem’s philosophy is rooted in a traditional, long-term, risk-controlled approach to investment management. Tandem’s advisors work with clients to identify an acceptable asset allocation based on the client’s risk and return objectives as they relate to the current economic and market environment. A customized solution is constructed for each client using the firm’s managed portfolio strategies and services.

Retirement Planning

For most people, funding a successful retirement is a life-long, primary financial goal. Without an informed strategy, the subject can become a source of anxiety for many. Tandem has developed a powerful set of proprietary modeling tools to help guide clients through all stages of the process with clarity, confidence, and peace of mind, from the accumulation phase throughout retirement itself.

Trust and Estate Services

Tandem’s founding principal has extensive trust investment management experience as a former institutional trust officer, and Tandem’s traditional, risk-controlled investment management philosophy is highly suitable for trust accounts. Through strategic relationships with several federal and state-chartered trust companies, Tandem offers an institutional trustee solution in addition to fiduciary support services to individual trustees.

Team

Investment Advisors and Managers

C Angus Schaal
C. Angus Schaal, CFP®
Senior Managing Director

Amy Bush
Amy Bush, CFA
Chief Investment Strategist

Management and Administration

Colin Denker
Colin Denker
Director of Operations and Client Services


Stan Smrke

Vice President


Matt Levine

Vice President


Clayton Caupp
Client Relationship Associate

Meghan Mulligan
Meghan Mulligan
Accounting Associate

Shaun Pfeiffer
Shaun Pfeiffer, Ph.D.
Strategy Advisor

Contact Us

Tandem Wealth Advisors
1850 N Central Ave, Suite 330
Phoenix, AZ 85004

Tel: 602-297-8600
Fax: 602-297-8601
info@tandemwealth.com

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