Retirement Wealth Partners
Retirement Wealth Partners is a financial planner serving Tucson, AZ.
About Retirement Wealth Partners
Retirement Wealth Partners is a family-owned financial advisory firm serving individuals, families, employers, and employees in Tucson and throughout the Southwest. The firm focuses on financial planning, retirement planning, investment management, and related guidance, with an approach that considers the relationship between a person's life and finances. Its work is centered on helping clients pursue their financial aspirations and plan for the future.
The firm traces its history to the Schannep family, with a member of the family guiding financial decision-making in the Southwest since 1962. Retirement Wealth Partners describes this history as a legacy of prudent advice, while its name reflects the areas at the center of its work: retirement as its focus, wealth as its priority, and partnership as its role in a client's financial journey. The company's Tucson presence is part of a broader Arizona operation that also includes Chandler.
For individuals and families, Retirement Wealth Partners provides wealth management that can include investment management, retirement planning, tax strategies, and risk management. The firm says it creates a financial roadmap for a more secure future, drawing on holistic advice that takes a client's whole story into account. Its website also includes resources and information related to estate planning, insurance, tax, money, lifestyle, financial calculators, and market updates. The firm notes that information presented through its website is for general purposes and is not intended to serve as tax or legal advice.
Retirement Wealth Partners also works with employers and employees through retirement plan consulting and retirement planning guidance. The firm offers resources intended to help employers establish and manage retirement plans while helping employees prepare for retirement. Its listed retirement plan areas include 401(k), 403(b), 457(b) and 457(f) plans, cash balance plans, SEP IRAs, and SIMPLE IRAs. The website also references a Retirement Advisory Council, tax credits for starting a 401(k) plan, and guidance related to required minimum distributions. Additional financial topics include donor-advised funds, mutual funds and exchange-traded funds, 529 plans, and private wealth planning.
The firm identifies fiduciary planning as part of its role and says its financial guidance is delivered with integrity and compassion. Its website lists an Accredited Investment Fiduciary and Certified Financial Planner among its areas of expertise or professional designations, although it does not assign those designations to specific team members in the available material. Retirement Wealth Partners also reports being recognized in the 2025 Forbes Best In State Wealth Management Teams list, created by SHOOK Research. The recognition was presented in January 2025 and was based on data from March 2023 through March 2024. The firm's site includes the qualification that recognition is not indicative of future performance and that experiences may vary.
People interested in working with Retirement Wealth Partners can begin by contacting the firm to discuss individual, family, employer, or employee retirement and wealth planning needs. The Tucson office provides a local point of contact for clients in the area, while the firm's broader service availability is subject to the registrations and licenses held by its associated financial advisors. Securities and advisory services are offered through Commonwealth Financial Network, while fixed insurance products and services are separate from and not offered through that network.