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 Wealth Advisor, Executive Director headshot

    Contessa Archuleta

    Wealth Advisor, Executive Director

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  • Kyle Burns Wealth Advisor, Managing Director headshot

    Kyle Burns

    CFP®

    Wealth Advisor, Managing Director

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  • Crystal Clifford HTSW Integration Lead headshot

    Crystal Clifford

    HTSW Integration Lead

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  • Jeffrey Sand Wealth Advisor, Director headshot

    Jeffrey Sand

    CFP®

    Wealth Advisor, Director

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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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