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The Old Pueblo Group


Providing affluent professionals, business owners, and families with comprehensive advisory strategies focused on tax-efficiency and risk mitigation.

Our Story and Services

Our Story

Integrity. As Financial Advisors who have attained the Certified Financial Planner® designation, it is at the heart of the service we provide. We pride our business model on two things: empathic personal service complemented by quantitative investment planning.

Authentic communication is the cornerstone of our approach. Over the years, we have been able to build meaningful, family-like relationships by being genuine as well as professional.

Decades of investment and real-world experience, acquired locally and in other cities around the world, enable us to relate to the unique needs of each of our clients - whether they are families who have always lived in Tucson or new executives who have lived abroad.

From individual retirement accounts, 401Ks, 529 plans, to corporate cash management, we help successful individuals and their families meticulously pursue their financial aims; helping them to create, preserve, and ultimately, transfer wealth.

Services Include

  • Endowments and Foundations
  • Financial Planning
  • Retirement Planning
  • Professional Portfolio Management
  • Wealth Management
  • Qualified Retirement Plans
  • LGBT Planning Services
  • Corporate Retirement Plans
  • Long Term Care Insurance
  • Planning for Education Funding
  • Cash Management

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

At the Old Pueblo Group, our approach to service begins by getting to know you: listening closely to gain a complete understanding of you and your family’s specific needs, lifestyle, and objectives for the future.

1. LISTENING We listen carefully so we can gain in-depth knowledge of every aspect of your financial life, including cash flow, investments, insurance, wills, trusts, estate plans, and the financial concerns that keep you up at night.

2. FORMULATING Understanding your unique and evolving needs is the most important and ongoing step in our process. With knowledge gained from check-in meetings, we formulate a strategy to help you achieve and protect the outcomes you envision.

3. IMPLEMENTING Morgan Stanley’s Wealth Management Division comprises the majority of the firm’s business. This commitment enables our Group to implement solutions customized to your specific objectives using the firm’s considerable resources and digital tools.
4. MONITORING Achieving your goals requires vigilance and flexibility. We help you monitor your progress and make adjustments as your life evolves and priorities change.

Our Clients


We work with wealthy families and their adult children, entrepreneurs, senior corporate executives and business owners to build, preserve and manage wealth. We have been working with such leaders since we began and understand the sacrifice, discipline and consistency required to be a successful leader, whether that means being the matriarch of a dynamic family or a business owner experiencing sudden wealth.

Meet The Old Pueblo Group


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting


Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

More From Morgan Stanley

Ready to start a conversation? Contact The Old Pueblo Group today.

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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

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Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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