Desert Peak Financial has built a reputation in the Phoenix Scottsdale corridor for delivering meticulous tax planning and estate strategies that preserve multi-generational wealth. Founded by a team of CPAs and CFP professionals, the firm blends tax expertise with forward-thinking wealth management to minimize clients' tax burdens both now and in retirement. Whether you're navigating a business sale, inheritance, or complex estate, Desert Peak brings the depth of a large firm with the personalized attention of a boutique practice.
Desert Peak saved us tens of thousands in estate taxes when my father passed. They anticipated issues we never would have thought of and had solutions ready before we even asked. Truly exceptional service.
After selling my business I was facing a massive capital gains hit. Desert Peak structured the transaction in a way that deferred much of the tax liability. The upfront planning fee paid for itself many times over.
We came to Desert Peak specifically for estate planning and ended up moving all of our investments there too. The integrated approach — tax and investment strategy working together — is far more effective than having separate advisors.