Financial Services

Investment Management

Investment Management

Andy Tomlinson has been helping institutions and individuals in Northern Arizona manage their financial resources and investment management for more than 35 years. He offers full brokerage services through Geneos Wealth Management.

Services Include:

  • Asset Allocation Modeling
  • Business Succession Planning
  • Business Valuation Programs
  • Client Reporting
  • Educational Programs
  • Estate Planning
  • Estate Settlement
  • Financial Planning
  • Portfolio Design
  • Research & Analysis
  • Retirement Plan Transfers
  • Tax Reduction Strategies
  • Wealth Management
  • Wealth Diversification
  • Wealth Building
  • Wealth Preservation
  • Wealth Succession
  • Tenants in Common