Sophisticated Wealth Management for Discerning Investors

    Investment clients' core needs are few and simple.

    They want objective guidance for their circumstances. They seek trusted advisors to help their families. They long for expert fiduciaries to serve their companies.

    At 6|21, we work differently. By aligning our clients' investments with their hearts and objectives, we deliver elegant solutions that transcend traditional wealth management for generations to come.

    6|21 Private Wealth – Like None Other.

    Our Services

    Comprehensive wealth management frameworks tailored to express your values, passions, and legacy aspirations

    Investment Management

    Customized portfolio strategies designed to optimize returns while managing risk

    • • Custom asset allocation strategies
    • • Alternative investments
    • • Risk management & portfolio monitoring
    • • Tax-efficient retirement planning

    Wealth Planning

    Comprehensive financial planning to secure your family's financial future

    • • Estate planning & tax optimization
    • • Illuminate complex investment decisions with clarity
    • • Wealth transfer preparation & legacy stewardship
    • • Bespoke, crafted strategies and solutions

    Family Office Services

    Institutional-quality services for high-net-worth families and individuals

    • • Concierge services
    • • Multi-generational planning
    • • Philanthropic advisory
    • • Business succession

    Retirement Plan Services

    Providing holistic fiduciary services to improve plan health and mitigate liability for plan sponsors

    • • Investment Advisement & Management
    • • Fiduciary Services & Plan Implementation
    • • Participant Financial Education
    • • Plan Liability Mitigation

    Business Solutions

    Integrated strategies optimize both corporate and individual financial outcomes

    • • Bridge personal wealth & business interests
    • • Help navigate life transitions, market cycles, & evolving regulatory landscapes
    • • Executive & Key Person Compensation
    • • Strategic & Tactical Consulting

    Distinguished by Excellence and Integrity

    Begin your journey toward truly aligned wealth management. Experience the difference of a relationship built on fiduciary excellence, multi-generational thinking, and purpose-driven investment strategies.

    6|21's founders have more than sixty years' experience in financial services and data-driven financial analysis at some of the world's leading financial institutions. Our clients benefit from those decades of successful client advocacy and service combined with our innovative, agile, and evidence-based investment strategies. Operating exclusively as fiduciaries, we place your interests first in every recommendation and decision, thereby eliminating conflicts that plague traditional advisory relationships.

    Backed by truly institutional assets and tools, our advisors offer niche strategies unavailable to most investors and many advisory teams. We craft personalized solutions to meet your distinct financial landscape, aspirations, and circumstances. Our advisors also coordinate with your existing legal and tax advisors to ensure seamless strategic implementation across all aspects of your financial life.

    Inspired by the wisdom of Matthew 6:21, we help individuals invest in what truly matters - building financial security, fostering meaningful relationships, and creating a lasting impact on future generations. To us, your investments should reflect your values, passions, and intended legacy for generations to come.

    "For where your treasure is, there your heart will be also." – Matthew 6:21

    Headquartered in Tucson, Arizona, the firm's foundational principles are fiduciary responsibility and client-first service. Our advisors and founders have established themselves as trusted partners for sophisticated investors seeking institutional-quality wealth management. We also act as fiduciaries for companies and associations pursuing objective advisement and liability reduction within their retirement plans.

    SEC Registered Investment Advisor
    Held to the highest fiduciary standard
    Sonoran desert sunset with saguaro cacti silhouetted against golden sky near Tucson, Arizona

    Connect With Us

    We deeply value our clients' confidence, trust, and privacy.

    When you'd like to talk, our team stands ready to serve you and yours.

    Email Us

    intros@621pw.com