Third Stanza Group is a fee-only fiduciary registered investment adviser serving clients in Arizona, Oregon, and Washington. The firm helps business owners, professionals, and families bring financial decisions into one coordinated plan, combining financial planning, investment management, and tax planning. Its services include personal wealth planning for clients seeking to align investments, retirement, taxes, and family goals; business owner planning that connects personal and business wealth; and consulting on qualified retirement plans, including plan design, costs, and providers.

Third Stanza Group’s process begins by clarifying a client’s goals, accounts, income, and decisions. It then designs and implements a tailored plan, coordinating with other professionals such as accountants and attorneys, and reviews the plan as circumstances and markets change. Tax considerations are incorporated into planning discussions, and the firm provides educational insights on topics including Roth conversions and Health Savings Accounts. Prospective clients can book a 20-minute conversation to discuss their situation and assess whether the firm may be a suitable fit.