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A letter from our founder


I was only four years old when my father and uncle were killed in a plane crash. Unfortunately, I was never able to really know my father other than the stories told, and the legacy he left behind. This was a difficult situation to grow up in as a child, and I would be lying if I said it was not. As I reflect back on the impact of his death on my family, it was only later in life I was able to truly understand the impact such a tragedy like this can have on a family both financially and emotionally.

Earlier in my career, I spent a great deal of time in corporate America cycling through various management and leadership roles only to discover that something always seemed to be missing, nobility and purpose.  My father made sure his family was taken care of in the event something like this were to occur, and for that I will be forever thankful to my father, and understanding this helped me to reflect on what a noble and purpose driven career could look like. To me, nothing could be more noble and purpose driven then to be able to help other families through difficult financial times, retire with dignity, protect their assets, help their children go to college, and yes of course - to leave a legacy. It was under this foundation I chose to pursue a career in Wealth Management.

At San Tan Planning and Investments, we are dedicated to helping you by providing independent, insightful, and customized advice for anyone who desires to preserve, grow and protect their wealth. Our belief is that managing wealth extends beyond building investment portfolios. It means partnering with people to define what matters most to them as they prepare for their next stage of life. Our Wealth Management team is committed to providing our clients with a high-quality wealth planning experience, and we strive every day to help clients pursue their financial life goals, while making the complexities of financial life easy to understand.

Everyone has their own unique story, their own goals, hopes, fears, and dreams. Understanding this is what fuels our passion, and it is my personal hope that you will find your experience with us to be professional, caring, insightful, and rooted in an unwavering commitment to exceed your expectations every step of the way.

Sincerely,

James P. Stoes