Millennium Private Wealth of Drexel Heights

Millennium Private Wealth of Drexel Heights is a wealth management firm in Drexel Heights, Arizona. The practice serves clients through investment planning, retirement planning, financial strategies for special family circumstances, business succession planning, insurance analysis, and long-term estate planning and wealth management. Its advisors also assist business executives with non-salary compensation options and provide access to lending and banking services through Wells Fargo affiliates, and they work alongside any professionals a client already has a relationship with. The firm holds a 5.00 rating from the customers who have reviewed it.

The Tucson office is led by Managing Directors and Owners Brian Crawford, Harlie Garcia, and Will Giddens. Brian Crawford has been an investment advisor for more than 25 years, working with clients to develop and implement strategies for building wealth, and he earned recognition as one of Barron's Top 1,200 Financial Advisors in America from 2019 through 2023. He holds a BA in Business Administration from the University of Arizona. Harlie Garcia brings over 32 years of industry experience, with expertise across roles in the wealth management industry and a focus on long-lasting client relationships. She earned a Bachelor of Science degree from the University of Arizona and previously served as board president and board member of Echoing Hope Ranch, a nonprofit serving individuals with autism in southern Arizona.

The firm traces its history to its founding partners, Jeff Burton, Steve Meyer, Bill Rouse, and Jessica Harper, who opened the original office on Daniel Island, AZ. It later opened a Greenville, AZ office with advisor Curt Hall, acquired Lionstone Wealth Management and opened a Savannah, Georgia office, acquired Beth Wright Woodside & Company, the first female-owned RIA practice in AZ, and added the former Merrill/BofA Hungerford-Ross team to its Greenville location.

Millennium Private Wealth of Drexel Heights sits on East Sunrise Drive in Drexel Heights, Arizona.

With a perfect rating from its reviewers and a Tucson team whose advisors bring decades of combined experience to retirement, estate, and business succession planning, Millennium Private Wealth of Drexel Heights offers Drexel Heights clients a wealth management practice built on long-term relationships.