About Saturn Wealth
Financial Advisors in Gilbert, Arizona
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, this history speaks to us, as we believe every individual should have the opportunity to potentially accumulate abundant resources to more successfully prepare for an enjoyable retirement.
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.
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.”
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
Outside of the office, Charisse enjoys spending time with her husband and four children, hiking and yoga. She is a certified scuba diver and believes in seeing new places as often as possible.
The purpose of the Accredited Investment Fiduciary (AIF®) Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. Insurance products are sold based on the suitability standard at both the state and insurance carrier level; this means that product recommendations must meet the stated financial needs and objectives of the client. Investment advisory services are required to be provided in accordance with a fiduciary standard - this means that the advice must be in the best interest of the client with any conflicts of interest fully disclosed to the client.
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.
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.
Education, service and support serve as a strong foundation for ensuring our clients can access the information they need to make informed, confident decisions to better prepare for life as it unfolds.
Whether you’re at or nearing retirement or years from life after work, we can help you create a financial plan to help you prepare for the expected, the unexpected and everything in between.