Affirm Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2026
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Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle. (3:47)
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I’m excited to share that Affirm Wealth Advisors has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.
Geopolitical events can have far‑reaching effects on the economy and financial markets. Join us for this special Quarterly Market Outlook as we examine the developing war in Iran and discuss how it may impact global markets, inflation, energy prices, and the broader economic outlook. In this 45-minute session, we’ll break down what’s happening, why it matters for investors, and key considerations for navigating uncertainty with clarity and confidence. Know someone who may find this perspective valuable? Please feel free to share this invitation with friends or colleagues who would benefit from timely market insight.
Q&A with Alan Alpers, Investment Operations Director
We’re hosting an educational evening at the Fox Tucson Theatre on Wednesday, April 29 at 5 p.m., and we’d love for you to join us. The event will explore key strategies for navigating financial uncertainty, featuring insights from our presenter and a panel of experienced professionals.
To start the evening, we’ll be hosting a happy hour with complimentary appetizers and drinks, followed by a focused presentation.
The program includes:
Selling or passing on a business is one of the most important financial decisions a business owner will ever make. This seminar is designed to help you understand the key steps involved in preparing for a successful transition. You’ll learn how to increase the value of your business, avoid common pitfalls, and explore options for sale, succession, or legacy planning. Whether you're planning to exit soon or just starting to think about the future, this session will help give you the clarity and confidence to move forward with purpose.
Preparing Your Business for Sale or Succession from a Financial Planning Perspective
Presented by: Matt MacLean, Private Wealth Advisor, Affirm Wealth Advisors
Preparing Your Business for Sale or Succession from a Tax Planning Perspective
Presented by: Adam Cary, CPA, CEPA®, Cary Millar, PC
We specialize in crafting customized financial plans to help secure your financial success.
Faith Based Investing
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