An architect for your financial future

Flanagan Wealth Management Group Thomas J. Flanagan, James K. Bruner, Patrick M. Lizza, Valarie J. Jensen, Carolyn Grasse, Jessica L. Haycox, Cody O'Brian Finley

Flanagan Wealth Management Group




75 280 Highway 111
Suite 100
Indian Wells, CA 92210

We believe in enhancing the lives of our clients and their families by building meaningful relationships. We recognize that every client has a unique set of circumstances and aspirations. By using a detailed discovery process, it enables us to understand not just the financial data, but more importantly, the values, goals, and desires of our clients.

As such, we engage our clients in the following ways:

  • Wealth management driven by financial planning
  • Fiduciary retirement plan consulting services
  • Impartial investment solutions
  • High touch service model
  • Coordinated and streamlined conversations with CPAs and attorneys


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