Norris Wealth Management

Norris Wealth Management, LLC is a small, independent, Fee-Only investment advisory firm located in Phoenix, Arizona. Our firm specializes in profit sharing 401(k) Plans, also known as ERISA-governed retirement plans, for small to medium-sized companies. For individuals and families, we offer financial planning services dedicated to helping American workers engage in retirement preparedness.

Our Mission

At Norris Wealth Management, LLC, we believe that everyone deserves to achieve financial independence and live the life they've always wanted. Our mission is to help individuals, families, and small businesses achieve their financial goals by providing expert financial planning services, investment advice, and retirement plan management. We are committed to helping our clients make informed decisions about their financial lives and creating a secure and prosperous future.

Our Services

Our financial planning services are designed to help individuals and families create a comprehensive plan that addresses their unique financial circumstances and goals. We work closely with our clients to understand their financial situation, identify areas for improvement, and develop a tailored plan that addresses their specific needs.

Our investment advisory services are designed to help individuals and families achieve their long-term financial goals. We offer a range of investment options, including profit sharing 401(k) plans, IRAs, and other retirement accounts.

Our Expertise

Our team of experienced financial professionals has extensive knowledge and expertise in the areas of financial planning, investment management, and retirement plan management. Our founder, Alan L. Norris, CFP, AIF, has more than 20 years of experience in the financial services industry and has worked with numerous individuals, families, and small businesses.

Our Commitment

At Norris Wealth Management, LLC, we are committed to providing exceptional service, expert advice, and personalized attention to our clients. We believe that everyone deserves access to high-quality financial planning and investment advice, and we are dedicated to helping our clients achieve their financial goals.