Forbes Best-in-State Wealth Management Teams, 2026
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Financial advice for a lifetime
We provide financial advice based on your goals, now and at every stage in your life.
Personalized investments and solutions
Our custom investment strategies and solutions are designed based on your needs to help you plan for your financial goals and objectives.
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We get to know you—by regularly discussing your goals, life events, investments, milestones and ever-changing needs. We’ll make timely connections tailored to your schedule and preferences.
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Our safe and seamless digital tools—backed by our online security guarantee—enable you to collaborate with us and access your accounts anytime, anywhere, from any device.
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Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio. (9:59)
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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
Join us for a fast-paced, eye-opening seminar that reveals the real reasons behind your financial decisions—beyond the numbers. Learn how emotions, habits, and biases shape your money mindset and discover practical strategies to: avoid common financial pitfalls, build lasting, healthy habits and align spending with your goals. Whether you’re starting out or leveling up, this session gives you tools to take control of your money and your future.
All of us at Affirm Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Affirm Wealth Advisors team and the great experience we work so hard to provide for our clients every day.
We specialize in crafting customized financial plans to help secure your financial success.
Faith Based Investing
Matt was a guest on Networking Arizona, a radio show on KFNX 1100 hosted by Carol Blonder. As a Certified Kingdom Advisor, Matt explains what a Kingdom Advisor is and discusses faith-based investing.
Affirm Wealth Advisors
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