Eaton-Cambridge is a tax and wealth management firm located in Scottsdale, AZ. They specialize in architecting personalized strategies to help families build a bright and confident future through retirement income planning, investment management, tax strategy and preparation, and estate planning. With a team of expert wealth advisors and tax professionals, they provide comprehensive financial guidance and tailor-made solutions to optimize assets and maximize savings.
Driven by their guiding principles of contribution, delight, partnership, and generosity, Eaton-Cambridge is dedicated to serving retired individuals, business owners, and savers with a minimum of $500,000 in assets. Their CEO, Marc Giannone, and Tax Partner, Shawna Stapleton, lead the team in delivering exceptional service and attention to their limited number of clients, ensuring the highest standards of care and expertise.
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