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At Divinity Capital, we believe in building lasting financial relationships based on trust, transparency, and exceptional results. Our Scottsdale-based team brings decades of combined experience in financial markets.

  • Personalized investment strategies tailored to your goals
  • Comprehensive wealth management and financial planning
  • Risk-adjusted returns with disciplined portfolio management

Our approach combines rigorous research with innovative financial solutions to help clients navigate complex markets. We pride ourselves on delivering consistent performance while maintaining the highest standards of client service and ethical conduct.

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Comprehensive Financial Solutions for Your Future

At Divinity Capital, we understand that every client has unique financial needs. Our integrated approach combines traditional wisdom with modern strategies to create sustainable wealth-building solutions.

Portfolio Management

Professional management of investment portfolios with a focus on long-term growth and risk management strategies

Risk Assessment

Comprehensive risk analysis and mitigation strategies to protect your investments in volatile market conditions

Wealth Preservation

Strategies designed to protect and grow your wealth across generations with tax-efficient planning

Satisfied Clients

Portfolios Managed

Years Experience

Billion Assets

Services

Our Financial Services

Comprehensive financial solutions designed to help you achieve your wealth management goals

Investment Management

Professional portfolio management with customized investment strategies designed to meet your specific financial objectives and risk tolerance

Retirement Planning

Comprehensive retirement strategies including 401(k) management, IRA planning, and income distribution strategies for your golden years

Estate Planning

Strategic wealth transfer solutions to protect your legacy and ensure your assets are distributed according to your wishes

Tax Optimization

Advanced tax planning strategies to minimize your tax liability and maximize after-tax returns on your investments

Risk Management

Comprehensive risk assessment and insurance solutions to protect your assets and financial future from unexpected events

Business Planning

Financial strategies for business owners including succession planning, executive compensation, and corporate investment management

Team

Our Financial Experts

Meet the experienced professionals dedicated to managing your financial success

Michael Roberts

Chief Investment Officer

With over 20 years in portfolio management, Michael leads our investment strategy with a focus on sustainable growth and risk-adjusted returns.

Sarah Chen

Wealth Management Director

Sarah specializes in comprehensive financial planning and wealth preservation strategies for high-net-worth individuals and families.

David Rodriguez

Senior Financial Analyst

David brings extensive market research expertise and analytical skills to develop data-driven investment recommendations for our clients.

James Wilson

Business Owner

Divinity Capital transformed our retirement planning. Their strategic approach has given us confidence in our financial future. The team's expertise and personalized service are exceptional.

Jennifer Martinez

Healthcare Executive

The investment management services at Divinity Capital have consistently outperformed our expectations. Their risk management strategies protected our portfolio during market volatility.

Olivia Thompson

Retired Engineer

Outstanding estate planning guidance from Divinity Capital. They helped us create a comprehensive plan that protects our legacy while minimizing tax implications for our heirs.

Robert Stevens

Technology Entrepreneur

Working with Divinity Capital has been transformative for our business financial planning. Their insights on tax optimization saved us significantly while growing our investments.

Thomas Reynolds

Real Estate Investor

The wealth preservation strategies implemented by Divinity Capital have secured our family's financial future across generations. Their comprehensive approach is unmatched.

Frequently Asked Questions

Financial Questions Answered

Get clarity on our services and investment approach

What is your minimum investment requirement?

We offer tiered services to accommodate various investment levels. Our standard wealth management services typically require a minimum portfolio of $250,000, but we also provide consultation services for those building toward this threshold.

How do you charge for your financial services?

We primarily use an assets-under-management (AUM) fee structure, which aligns our success with yours. For specific planning services, we may offer fixed-fee arrangements. All fees are fully transparent and discussed upfront during our initial consultation.

What makes Divinity Capital different from other financial firms?

Our personalized approach combines deep financial expertise with a genuine commitment to understanding each client's unique goals. We focus on building long-term relationships and provide comprehensive services that address all aspects of your financial life, not just investments.

How often will I receive updates on my portfolio performance?

We provide quarterly performance reports and hold regular review meetings. Additionally, you'll have secure online access to monitor your portfolio 24/7. We're always available to discuss market developments or address any concerns between scheduled meetings.

Do you provide tax planning and preparation services?

While we focus on tax-efficient investment strategies and work closely with your tax professionals, we are not a substitute for a CPA. We coordinate with your tax advisors to implement strategies that minimize your tax liability while maximizing investment returns.