Providing financial clarity across the nation and in your local area.

Santa Fe, New Mexico

Private Wealth Management & Financial Planning in Santa Fe

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local knowledge. all in-house.

About the Santa Fe Team

The members of our Santa Fe team combine diverse perspectives, wide-ranging skills, and creative thinking to foster a collaborative environment where innovative ideas thrive. We value teamwork, professionalism, and continuous growth to help ensure that we deliver quality advice to our clients.

Contact Santa Fe Team

400 Kiva Ct
Santa Fe, NM 87505

(505) 989-3581

services offered

  • Comprehensive Wealth Management

  • Investment Management

  • Tax Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

  • Insurance

Recent Thought Leadership

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Meet your team

  • Contessa Archuleta Senior Wealth Advisor headshot

    Contessa Archuleta

    Senior Wealth Advisor

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  • Kyle Burns Managing Director headshot

    Kyle Burns

    CFP®

    Managing Director

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  • Crystal Clifford Managing Director, Head of Office headshot

    Crystal Clifford

    Managing Director, Head of Office

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  • Keren James Wealth Advisor headshot

    Keren James

    Wealth Advisor

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  • Jeffrey Sand Wealth Advisor headshot

    Jeffrey Sand

    CFP®

    Wealth Advisor

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  • Diana Boyd Client Service Associate headshot

    Diana Boyd

    Client Service Associate

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  • Bonita Gurule Client Service Associate headshot

    Bonita Gurule

    Client Service Associate

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Request a meeting

Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

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