Retirement Wealth Partners

Retirement Wealth Partners is a financial planner in Tucson, AZ. The firm is a family-owned advisory practice with a legacy of helping people pursue their financial aspirations, noting that a member of the Schannep family has guided financial decision-making in the Southwest since 1962. The team provides holistic advice that considers the whole story of a client, focusing on the intersection of life and finance. Services include wealth management for individuals and families, covering investment management, retirement planning, tax strategies, and risk management. The firm also offers retirement plan consulting and resources for employers and employees.

The practice acts as an independent fiduciary asset manager, prioritizing the client's best interest. The team is well-versed in various retirement plan types, including 401(k)s, 403(b)s, Solo 401(k)s, SIMPLE IRAs, Roth IRAs, SEP-IRAs, and 529 plans. Understanding the tax benefits and advantages of these options allows the firm to select the right mix to create a financial future for clients. Financial education is a cornerstone of the firm's approach, providing personalized support to help clients gain the knowledge needed for confident financial decisions. Timothy M. Schannep, CFP, serves as the principal and owner, holding a BS in industrial engineering from the University of Arizona and an MBA from Western Washington University. Other team members include Kale Wilsford, Robert C. Quiroz, Jack H. Schannep, CFP, Teri G. White, Laura G. Adams, and Sherry L. Colwill. The firm was recognized as a 2025 Forbes Best In State Wealth Management Team, a distinction based on data from March 2023 to March 2024.

The Tucson location is situated on East Camp Lowell Drive, a short distance from the Mini Time Machine Museum. It is located about a quarter mile from North Swan Road and East Fort Lowell Road, and roughly half a mile from McCormick Park.

Retirement Wealth Partners serves the Tucson community with a focus on prudent advice and fiduciary planning, leveraging decades of regional experience to guide clients through their investment and retirement goals.

Services:

• Fiduciary Planning
• Investment Management
• Retirement Planning
• Risk Management
• Tax Strategies