Tandem Wealth Advisors

Tandem Wealth Advisors

Tandem Wealth Advisors is an Arizona-based wealth management practice providing investment management, retirement planning, and financial planning to individuals, families, and corporate clients. The firm structures advisory relationships on both a discretionary and non-discretionary basis, giving clients flexibility in how much trading authority they delegate. The firm's investment posture centers on constructing portfolios for private clients, with an emphasis on retirement-income planning and long-term wealth preservation. While Tandem does not publicly market a specific asset-allocation framework, its dual discretionary and non-discretionary models suggest it can operate either as a full-service outsourced CIO for families or as an advisory layer atop self-directed accounts. Geographic focus remains primarily Arizona, where the Phoenix-based team can service local business owners and retirees directly. Tandem runs a lean operation out of its Phoenix headquarters, reflecting a regional wealth-management structure typical of independent RIAs and bank-affiliated trust offices. The firm has not disclosed AUM, headcount, or adjacent vehicles such as a family-office tier or philanthropic foundation. Its website and public filings offer limited color on team scale or specific investment vehicles. Tandem's structural differentiator lies in its posture as a local, non-national advisory shop — a model that can offer closer client relationships and fewer layers of product-distribution pressure compared to large broker-dealers. The absence of disclosed AUM and principals keeps the firm's scale opaque, but for Arizona families seeking a locally rooted advisor, that opacity may matter less than relationship continuity and direct access to decision-makers.