Asset Preservation Wealth & Tax, Financial Advisors - Scottsdale, Arizona

Erica M.

My husband and I are so grateful for Dan Murphy at Asset Preservation. He’s incredibly knowledgeable, patient, and friendly, and is always available and responsive no matter how many questions come up. Dan has helped ease our minds about finances and made us feel confident in planning for retirement. We also appreciate the in-house tax preparation services, making it a true “one-stop shop” for both financial planning and tax filing. This convenience, combined with their expertise, really sets Asset Preservation apart. We highly recommend Dan and his team!

Gina L.

My husband and I are so thankful that we decided to work with Dan Murphy at Asset Preservation. He is very knowledgeable, patient and friendly and is always available & responsive to us no matter how many questions we ask. He helped put our minds at ease with regard to our finances as well as plan for our retirements. Another thing we really appreciate is the in-house tax preparation services. It’s kind of like a “one stop shop” for us with financial planning and filing our taxes which is very convenient and sets them apart from other businesses. We are very glad we chose Asset Preservation!

Tim F.

We are so thankful we switched from our previous advisor to APW&T! Dan Murphy has provided us exceptional service and is very personable and genuinely cares about us as people. He offers great advice, but lets us decide what we want to do in the end. He is extremely knowledgeable about markets and investment strategies. He patiently explains things in terms and descriptions we can easily understand. APW&T is a one stop shop with all of the financial services you will need. We couldn’t be happier with their excellent service and results.

Noelle B.

We’ve had an outstanding experience working with Dan Murphy at Asset Preservation. As a young couple seeking guidance to secure our financial future, we found exactly the expertise we needed. The team’s communication is consistently clear and prompt, and the advanced technology and tools they use for clients are truly impressive. On top of that, their office is not only beautiful but also stocked with the best snacks for meetings! We’re excited to continue this partnership for many years to come.

Toby D.

Asset Preservation Wealth & Tax has been exceptional! The staff is professional, friendly, and always willing to help. Our financial advisor, Jeff Stegge, is incredibly knowledgeable and takes the time to explain everything in detail, ensuring we feel confident and informed. They are always available to answer our questions and provide clarifications, no matter how big or small. It’s evident they genuinely care about their clients' financial well-being. Highly recommend their services!

Kerry V.

We are very happy to have selected Dan Murphy of Asset Preservation, Wealth and Tax as our financial advisor. We came to him with many questions and concerns each of which he addressed. He was personable, patient and unhurried in providing clear explanations and thoughtful advice that made good sense and inspired our trust and confidence. After the first meeting, we knew Dan would be the right person to carefully guide our retirement funds into the future. His knowledge, expertise and experience were immediately evident and put to work as he designed an excellent, personalized plan with strategies to safeguard our financial health as well as build our wealth. Plus, Dan has a whole team behind him to provide extensive ongoing support. It is clear to us we
made the right choice with Dan and Asset Preservation, Wealth and Tax. Thanks, Dan!

Jesse P.

Outstanding Financial Advisor- Highly Recommend Erick Jimenez!

I have had the pleasure of working with Erick as my financial advisor, and I couldn’t be more satisfied with his services. From the start, Erick took the time to understand my financial goals and crafted a personalized plan to help me achieve them. His expertise is evident, and he breaks down complex financial concepts into simple, actionable steps, which has given me great confidence in my financial decisions.

Erick is proactive, responsive, and always available to answer any questions I have, no matter how small. He takes a holistic approach to financial planning, considering everything from investments to retirement strategies. What I appreciate most is that Erick doesn’t just push generic advice – he tailors everything to my specific situation and adjusts plans as my needs change.

Thank you, Erick!

robert S.

Dan Murphy has been absolutely awesome! He's a man of great character and we trust him with our finances not to mention seek his advice in many matters. We highly recommend Asset Preservation and Dan Murphy.