Aerial view of Tucson showcasing urban buildings with mountains in the background under a blue sky with scattered clouds.

Tucson, AZ

Rating: 5
Author: Jannine B.

Speak with a local Tucson, AZ Financial Advisor

Mission Wealth's financial advisors serving Tucson help retirees and experienced investors connect their portfolios with broader financial goals. We coordinate retirement income, cash flow, taxes, and estate planning, including how concentrated stock and existing investment decisions fit the resources you need now and in the future.

In Tucson and throughout Southern Arizona, many clients come to us with several important planning pieces already in motion, from retirement income and investments to taxes, cash flow, and estate considerations. Our work is to bring those pieces together into a clear, coordinated plan so clients can move forward with greater confidence.

— Jeremy Ragar Partner and Senior Wealth Advisor

About Mission Wealth's Services

Our Tucson office connects Southern Arizona clients with Mission Wealth's advisory team and comprehensive planning resources. We work with retirees, professionals, business owners, and families whose needs span investments, income, and financial transitions. We welcome an active discussion of your goals and the decisions you want your plan to address.

Retirement planning considers how investments and withdrawals may support future spending while accounting for taxes and estate intentions. We can help review a concentrated position within the broader portfolio and assess how cash flow needs relate to investment choices. The process brings these questions together, helping identify gaps or priorities that deserve additional attention.

Charitable giving, business transitions, and risk management can also influence your financial priorities. Your team coordinates with Mission Wealth specialists as additional needs arise.

To discuss your goals with the team serving Tucson, call (520) 230-1770 and schedule a complimentary introductory conversation.

In-person, video, and phone meetings are available.

Services Offered

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Wealth Management

Unify every part of your financial life in one plan designed to move you toward your goals.

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Retirement Planning

Map out decisions like Social Security timing, Medicare enrollment, required withdrawals, and legacy planning so you can live comfortably in retirement.

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Trust & Estate Planning

Create a lasting legacy based on your wants and wishes.

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Tax Planning

Comprehensive tax strategies to help defer, reduce, and better manage any tax burdens.

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Investment Management

We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time.

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Financial Planning

Develop a customized financial plan to help integrate all aspects of your finances.

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Asset Protection & Risk Management

Understand your liabilities and protect against different kinds of loss.

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Women on a Mission

Our experienced advisors help women build confidence and security in their finances. From budgeting and investing to retirement, tax planning, and estate decisions, we help women make informed choices for the future.

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Psychology of Wealth

Understand your wealth. Make more meaningful decisions. Live with greater intention.

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Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Jannine B.

04/21/2026

I was hesitant to roll my 401-k account to a self directed IRA. My returns were “OK”, but not great. Even with an online investment advice service available to me, I didn’t feel an automated service could really know me, as an individual. I finally decided to transfer my 401-k account to Mission Wealth after “interviewing” MW and one other organization and I’m sorry I waited so long to do so. I am fortunate to have Jeremy Ragar as my advisor and I’m more than pleased with his expertise, professionalism, and his responsiveness via email or phone. I am confident that I made the right decision. For me, I know that managing my portfolio is not something I have the time nor the expertise to do on my own and I trust MW, as a fiduciary who understands my priorities and risk tolerance, to make those recommendations.

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

One South Church Avenue

Suite 1200

Tucson, AZ 85701

(520) 230-1770

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