Tom Nguyen

Experience and Education

Tom’s practice is specifically focused on tax planning, estate planning and investment strategies. He provides clients with comprehensive wealth management services to help them grow and protect their wealth.

With over 10 years of wealth management and financial planning experience, he has developed a thorough understanding of the complexities involved in managing his clients’ financial goals and long-term objectives.

His approach to tax planning is to maintain a keen eye for detail and understanding of his clients’ tax picture. This allows him to focus on creating customized tax strategies that are designed to help clients minimize their tax liability where possible, while also seeking to maximize potential investment returns. In addition to tax planning, Tom also provides attention to his client’s estate plan. He understands the importance of preserving his clients’ assets and helping ensure that their estate wishes are carried out. When it comes to investment strategies, he takes a research-driven approach. He also prioritizes risk management, helping clients create portfolios that seek a balanced risk and return profile.

Tom communicates financial concepts in simple, easy-to-understand terms. He takes time to educate his clients about their options and helps them make informed decisions about their financial opportunities.

Tom holds a bachelor’s degree from Arizona State University.

Personal Interests

Away from the office, Tom enjoys spending time with his family and friends.