Charis Legacy Partners

Everyone leaves a financial legacy – some good, some bad – but leaving the one you want requires skillful planning.

Whether your goal is simply to avoid becoming a burden to your kids in retirement or as ambitious as leaving hundreds of millions of dollars to the charitable causes you believe in, at Charis Legacy Partners, we partner with you in that journey. We help you craft the story you want your legacy to tell, develop a customized roadmap for getting you there, then walk with you every step of the way to execute on that plan.

Charis (pronounced KAIR-iss) is the Greek word used in the Bible for grace, or unmerited favor, and it connotes something given freely without expectation of anything in return; it’s the root word from which the English word charity is derived. We chose the name Charis Legacy Partners to reflect our specialized focus on serving the unique needs of clients for whom leaving a legacy of giving back is a prominent aspect of their financial goals.  We live and breathe legacy planning.

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Advisors at this Office

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This Office

29834 N. Cave Creek Rd, Suite 118 Cave Creek, AZ 85331 Phone: (623) 755-0809

Primary Office

29834 N. Cave Creek Rd, Suite 118 Cave Creek, AZ 85331 Phone: (623) 755-0809