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Helping you make smarter decisions today, so you can be well prepared for tomorrow.

Look Forward. Move Forward.

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Our wealth management services incorporate financial planning, investment management, and tax planning. We pursue clarity in strategy recommendations, to keep our clients moving forward in pursuit of their goals.


We are pleased to offer Flat Rate financial plans. Whether you are Ready to Retire or Still Building Wealth, we have a plan that we will customize for you.


We would be delighted to sit down and discuss your financial goals and concerns, and share how we can best help you move forward.


Please call our office at 480-275-5219 to schedule a no cost no obligation meeting.


LOOK FORWARD.  MOVE FORWARD



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Our Values

Customized, Independent, and Objective Advice

We provide independent and objective advice.

We take the time to understand each client’s comprehensive financial situation, not just their investment portfolio.  This includes estate planning, tax issues, education planning, stock option planning, cash flow needs, and any other issues important to each client. 

Whether developing a comprehensive financial plan or investment portfolio allocation, our advice is always customized for each client;  We do not give canned product pitches.  Our focus is to provide advice that finds the optimum solution to each client’s financial situation.

While our clients work hard to save for the future, we work to keep investment costs and taxes low so that more of what you save goes into your pocket.

Fiduciary

You may engage us as a fiduciary for either flat-rate financial plans, and also when we manage your investments under our Assets Under Management services. 

Key components of a CFP Professional fiduciary duty include the duty of loyalty, duty of care, and the duty to follow client instructions.  These duties specifically include the duties to:

  • Place the interests of the client above the interests of the advisor or the advisor's firm
  • Avoid or fully disclose conflicts of interest

Transparent Pricing

We believe that investors should know how much they are paying their advisor.  

We seek to make our client agreements transparent in pricing, and seek to disclose any conflicts of interests in the services we provide.

In addition, we are passionate about helping those who seek financial advice, but may not be in a position to or willing to transfer their investments to our management.  We offer flat rate financial plans to help these clients receive financial advice.


Michelle Patel, CFP® has been providing advice to clients for over 15 years, helping clients accumulate wealth during working years, as well as managing investments during retirement. 

Michelle Patel, CFP® Photo Michelle Patel, CFP® Hover Photo

Michelle Patel, CFP®

Wealth Manager
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Michelle offers a refreshing approach to financial planning, with her primary aim to keep her clients’ financial plan relevant and up to date.

Changes in the economic landscape over the last 3 years have made families and business owners busier than ever. Michelle understands this first hand as a business owner, having a husband who is also a business owner, and both raising a young child at the same time.

Recognizing that business owners and families have been busier than ever, Michelle has adapted her financial planning process to make it simpler, more accessible and easier to keep up to date. Streamlining the process through the use of technology is one of the key elements.

If something is perceived as hard or difficult to do, people tend to procrastinate, especially if they have competing priorities. Michelle’s vision is that her clients find that by working with her, it is easier to make financial planning a top priority in their lives.

Michelle brings a breadth of experience to her financial planning clients, from corporate financial planning, operations & sales, to experience helping individuals and families work towards their personal financial goals. She has been helping clients with their personal financial planning needs since 2003.

As a Certified Financial Planner™ practitioner, Michelle is qualified to address her clients’ comprehensive needs, addressing specific issues such as investing, retirement planning, maximizing cash flow, education planning, estate planning, and insurance.

Michelle enjoys spending time hiking and exploring the beautiful state of Arizona with her husband Neil, a Certified Public Accountant, and their 10 year old daughter.

Educational & Professional Qualifications:

Certified Financial Planner™ (CFP®), Board of Certified Financial Planners
Master’s in International Management, Thunderbird School of Global Management

Bachelor’s of Science in Business Administration, Boston University
Finance Manager, Intel Corporation
Account Manager, Cargill formerly known as Cerestar USA, Inc.

Speaking engagements: Mesa Financial Planning Days, Arizona Real Estate Investors Conference
Community: Mesa Chamber of Commerce, Financial Planning Association –Phoenix Chapter

Markets Fluctuate. 

We'll Help You Stay The Course.

Business Owners


When was the last time you sat down with a professional to look at your entire financial life, both business and personal?


At Patel Wealth Strategies, Inc., we help business owners see the big picture, so you can make decisions that benefit your personal financial health AND your business.

We understand that as an owner, you place top priority on running your business, and personal finances can take a back seat.

Our goal is to minimize the time you spend on figuring out where everything is and how much it is worth, and instead spend that time on the high value activity of making decisions to plan for your future.


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Pre-Retirees


Your opportunity to get a clear view of your finances starts here.


You have worked hard over your career to save for retirement.  You may have accumulated a pension, a couple of 401(k) accounts, and maybe even a few IRA or Roth IRA accounts. 

Now you want to know, can I afford to retire?


We are passionate about customized retirement advice, offering stand-alone financial plans.  

We do not require you to have a minimum amount of money available to invest with us in order obtain a customized retirement plan.



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Still Building Wealth


Your opportunity to get a clear view of your finances starts here.


Unclear about all of the financial choices you need to make?

How much should I contribute to my 401K? How should I invest my 401K? How do I start a college savings account?  Should I refinance my mortgage?  How can I start paying off my student loans? Am I taking full advantage of my benefits at work?

Stop being overwhelmed and start getting the answers you need.

A financial plan looks at all aspects of your finances.  If one important building block is missing, you may have a more difficult time achieving your goals.

We help you pull your finances together, and create a financial plan that helps you find more ways to save, so you have more money to help build your nest egg for retirement.



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Getting Started is Easy

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?



Check the background of this firm/advisor on FINRA’s BrokerCheck.