Successful people get that way because they hold an important belief No matter how successful they are, they can always work to get just a little bit better. I believe that I have gotten where I am today because I have consistently applied this philosophy to both my personal and professional life. I own a Family Wealth Advisory practice located in the Phoenix Metropolitan area. Professionals, corporate executives and small business ownerswho aspire to greater success and who value and desire a sense of security in their livesseek my help in bringing greater coordination to their financial planning and to take their financial plan to the next level. I specialize in working with these people and their families in order to Plan for their future Financial Independence Protect against lifes risks Build and preserve their legacies and help future generations become stewards of wealth Create and fund business succession plans which address multiple critical risks and contingencies As a Select Member of Sagemark Consulting Private Wealth Services, I further help my clients by providing them access to a preeminent group of financial planning resources possessing unparalleled experience in wealth management, business continuity, and sophisticated wealth transfer strategies. Originally from Denver, Colorado, I currently reside in the Valley of the Sun with my wife Susana and my two children, Timothy and Rebecca. Timothy Clapham is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a brokerdealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN - read more ...
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  • University Of Arizona
  • Dobson High School
  • Financial Services Professional At New York Life

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