Sound Advice From the Heart of the Desert

Financial guidance that the Southwest has relied on for decades.

A Legacy of Prudent Advice

Retirement Wealth Partners is a family-owned financial advisory firm with a legacy of helping people pursue their financial aspirations. A member of our Schannep family has guided the financial decision-making of the Southwest since 1962, and we’re ready to serve your investment and retirement planning needs. Watch our video to learn more.

Our Name Says It All

What makes Retirement Wealth Partners different? The advantage we bring you is clearly spelled out in our firm’s name. Your Retirement is our focus, your Wealth is our priority, and serving as trusted Partners on your financial journey is our privilege.

See Our Story

Awards and Recognition

Our team’s experience brings confidence in your plan.

2025 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2025 based on data from March 2023 to March 2024. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3s5r8z87

Meet Our Team

Where Life Meets Wealth

We provide guidance at the intersection of life and finance. We offer holistic advice that takes your whole story into account and helps you better plan your financial future.

Wealth Management

For Individuals & Families

From investment management, retirement planning, tax strategies, risk management, and more, we’ll create a roadmap for your secure future.

edit link

Retirement Plans

For Employers & Employees

We offer retirement plan consulting and knowledgeable guidance and resources to help prepare employers and employees for an ideal retirement.

Edit link

Your Fiduciary Planning Partners

Retirement Wealth Partners delivers financial guidance with integrity and compassion at its heart. Reach out to learn how we can serve your needs.

Contact Us