Meet Your Guides
We’ll be with you every step of the way, no matter where you are on your retirement journey.
About Saturn Wealth
The Roman god Saturn, after whom the planet Saturn was named, was the god of sowing or agriculture. His reign is often associated with peace and plenty, and his temple served as the treasury of the Roman state. At Saturn Wealth Management, this history speaks to us, as we believe every individual should have the opportunity to potentially accumulate abundant resources to more confidently prepare for an enjoyable retirement.
Charisse MacKenzie AIF®
President, CEO, & Investment Adviser Representative
Charisse focuses on helping clients design customized financial solutions based on their long-term retirement goals.
A generous spirit and passion for helping people led Charisse to spend 10 years as a social worker before joining the financial services industry. She served as senior vice president of a large financial firm in Scottsdale for six years before starting her own firm in 2012. “I love helping people and being able to show my clients exactly what they need to do to retire,” she said. The biggest piece of advice she can offer to clients is to “have a financial plan that covers all components of your financial life and be open to change.”
To help clients do just that, Charisse created our RING Retirement System™, an out-of-this-world solution for taking control of your financial future. She provides a detailed breakdown of the system in her book, “The RINGS of Saturn Wealth: Your Retirement System.”
Charisse is a financial professional who can offer investment and insurance products and services and is an Accredited Investment Fiduciary Designee. She graduated from Arizona State University.
Outside of the office, Charisse enjoys spending time with her husband and four children, hiking, and doing yoga. She is a certified scuba diver and believes in seeing new places as often as possible.
The Accredited Investment Fiduciary (AIF®) Designation demonstrates the individual has met educational standards to carry out a fiduciary standard of care and acting in a client's best interest.
Dale Grummer Vice President, Licensed Financial Professional
Carla Held New Business Specialist
Carma Hall CLIENT SERVICE MANAGER
Rochelle Jorgenson Office Manager
The Saturn Wealth Way
We approach the process of planning for your future with care, consideration and commitment. Therefore, we believe that the Saturn Wealth way is a beneficial way to do right by our clients.
As an independent financial services firm, we aren’t beholden to one company or one specific set of products. Rather, we work to align our clients strategically with solutions tailored to their specific goals and objectives. We believe in listening first, offering financial education second and making recommendations only after you feel confident about moving forward. Furthermore, Saturn Wealth values savings programs that include low-cost, low-fee options that may potentially reduce your tax burden and enhance your retirement position.
The Saturn Wealth mission is to provide individuals and families in all stages of planning with objective, unbiased financial advice that they can use to help achieve their short- and long-term financial goals.
Ready to Launch Your Future?
Charting your financial journey doesn't have to feel like exploring the unknown. Connect with us today to see how we can help launch the retirement of your dreams.
