Consilium Wealth is an independent fiduciary advisory practice based in Tucson, Arizona, serving families, professionals, business owners, retirees, and university faculty and staff. With roots in Arizona’s university community and advisors bringing decades of combined experience, the firm provides comprehensive financial planning built around clients’ goals and long-term relationships. Its services include retirement planning, investment management, tax planning, estate and legacy planning, and insurance and financial protection. Consilium coordinates these disciplines so clients can approach their finances as one integrated plan, with guidance that may extend to children, grandchildren, and philanthropic interests.

The firm has particular expertise helping University of Arizona and Arizona State employees navigate workplace benefits, including 403(b), 401(a), and 457 plans, ASRS pension elections, and TIAA or Fidelity choices. Its Accredited Investment Fiduciary advisors make recommendations intended to serve clients’ best interests. Operating independently through LPL Financial, Consilium combines a local Tucson practice with the ability to serve clients remotely and in many states nationwide. The team offers consultations and educational resources on financial topics.