Skip to Main Content
The couple sitting on their couch while excitedly creating an investment strategy on the wife's mobile device.

Invest in you

Craft an investment strategy that reflects your life and financial goals.

Get started
Desert Financial Wealth Management logo positioned above the Raymond James logo.

Your life, your investments

Desert Financial Wealth Management advisors partner with Raymond James Financial Services to help you craft an investment strategy based on your goals, timeline and risk tolerance.

Currently investing with us?

Sign in

Brought to you by Desert Financial Wealth Management and Raymond James Financial Services.

Connect with a financial advisor

Professional guidance
Understand the “why” behind your investment strategy before you put a plan in place.
Free consultations
Your advisor will evaluate your current portfolio and recommend next steps at no cost to you.
Holistic approach
We’ll factor in your life plans – not just your retirement goals – and pivot when needed.

Attend a complimentary workshop

Learn from educational events during your investment journey – whether you’re a current investment client or not!

Education and insights

Dollar cost averaging as a long-term investment strategy
Read more
Recent market volatility and impact on the banking sector
Read more
Read more

Get in touch with our team

calendar icon

Schedule an appointment

Book now
phone icon

Give us a call

(602) 336-5531

Request a follow-up

Related content


Ready for a Financial Advisor? Here’s How to Find One.

Learn more


Wealth Management:

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Securities offered through Raymond James Financial Services, Inc., Member FINRA SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Desert Financial Credit Union and Desert Financial Wealth Management are not registered brokers/dealers and are independent of Raymond James Financial Services. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.  


Raymond James Legal Disclosures | Raymond James Privacy Notice

Leaving our website

By clicking Continue you will leave the Desert Financial website and will be directed to an external website operated by a third party.


Desert Financial does not endorse and is not responsible for the content, links, accessibility, or security of any external website. The privacy and security policies of Desert Financial do not apply to the linked website. We encourage you to review these policies upon visiting the linked site to see how they apply to you.