Wealth Management
uniquely tailored to your situation

Clarity – Simplicity – Peace of Mind


Financial Planning
We create a customized plan that will guide you in making clear decisions around your money and goals.
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Investment management
Understanding your personal situation and financial goals results in a customized investment portfolio in line with your personal values, needs and timelines.
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Corporate Retirement plans
We assist business owners with retirement plan solutions, such as 401k’s, Profit sharing plans and Pension plans. The goal is to minimize cost & fiduciary liability and maximize results.
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HERE’S HOW WE ARE DIFFERENT

In almost two decades in the financial services industry, these four areas may be common sense, but are not common practice. We choose to be trusted advisors to our clients and practice as fiduciaries with YOUR best interest at the core of everything we do.

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WE ARE FIDUCIARIES

That means we are required by law to always act in YOUR best interest. And there are no exceptions.

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FINANCIAL PLANS JUST FOR YOU

We take a comprehensive approach to planning and serve as the quarterback to all your financial affairs, including but not limited to business planning, estate planning, tax mitigation and asset protection. When planning is done right, decisions become clear.

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SIMPLE AND TRANSPARENT FEES

We never earn commissions or hidden fees on your investments. Our independence allows us to select the best possible investment manager with the lowest possible fees.

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WE AVOID CONFLICT OF INTEREST

We are independent of products and solutions and work in your best interest only. We do not report to a large corporation and receive no incentives to working with specific investment firms. Our advice is always objective and unbiased.

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MEET OUR FOUNDER



CLAUDIA ARNOLD-SAWAF, AIF

With almost two decades in the financial industry, Claudia formed Sawaf Financial, LLC in early 2014. “I knew that I wanted to remove all conflicts of interest and that my clients deserve the highest levels of service and advice in an environment that is absolutely transparent. My philosophy has always been to do what is right by my clients. One of my skills is to explain even the most complex planning solutions in a way everyone can understand. To be confident in your financial decisions, you first want to have a clear picture of your situation and then feel good about the solutions you implement. To do what is best for my clients also requires close collaboration with other advisors, such as CPA’s and attorneys. A team approach will always yield the best possible outcome. Our motto has been clear from the start: to provide our clients Clarity, Simplicity and Peace of Mind.“

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Our Process

Our clients have attained high levels of success and many have worked with multiple advisors in the past. But we often hear the question: “What does all this mean?“
Our strength is to help our clients with planning strategies for their unique situation, but ones they can actually understand. We get to know our clients and their situation by truly listening to what it is they would like to accomplish and follow a clear process.


Meet
Early in our work together, we meet with you several times to learn about your current situation and understand your vision for what your life will look like near term and long term.


Create
We then develop various strategies to achieve your financial goals. Once you’re comfortable with the right path for you, we define all the moving pieces and time-lines for implementation.


Implement
We begin with your present holdings and move into the asset classes and allocations. Our preferred investment vehicles include institutional no-load mutual funds, exchange traded funds, structured notes and separately managed accounts.



Communicate
We communicate with you as frequently as you prefer. You have access to your personal portal at all times where we store your custodial statements and reports.


Reevaluate
We’ll regularly consult with you to review the progress toward your long-term objectives. It is normal that new considerations arise, and that your financial situation will change over time

Our work has been featured in:

NBC News Phoenix, Fox News Phoenix and Forbes, CBS News Phoenix, San Diego Magazine, Orange County Magazine, Phoenix Magazine, Fiduciary News
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