Canyon State Capital - Scottsdale, Arizona

PerilousTimes

We came to Aaron asking a lot of any advisor: First we were starting later in our lives than is typically recommended (and perhaps wise), and second, we were not in a position to provide much starting capital to work with. Regardless, we asked him to put us on a path to retirement, and to do so within the time we have remaining in the workforce. Without any hesitation, Aaron immediately set about putting that initial investment – paltry as it was, to work for us – and to our great surprise (and relief!), his insightful evaluation of market trends, as well as his skillful diversification strategies have resulted in a portfolio that has consistently performed far beyond our wildest expectations! Placing our confidence in Aaron was one of the best choices we have ever made, and has left us with a deep sense of security from knowing that he has put us on track to not only meet, but exceed the financial and retirement goals we asked of him in the first place.

Jim B.

Aaron Schram has been an excellent advisor over the past few years. He has listened to my past requests and learned and respected my risk tolerance. He is active in suggesting strategies that align with my goals and has successfully diversified my retirement while showing positive returns.

Nick P.

Aaron has always provided a very personal level of service that I have not experienced with other financial advisors. He always makes himself available to answer my endless questions. He has excellent market knowledge and insight. I highly recommend his services.

ED N.

He has been our financial advisor for several years. Always helpful in reaching our financial goals in preparation of and during our retirement.

Tanner W.

Trusted advisor, very professional and easy to communicate with.

Blake