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Menu of Services

TDC Financial takes pride in being able to help our clients with any financial matter. We’ve carefully crafted our services menu to reflect that mission, always taking aim at advancing our clients with both protection and growth. Whether you’re a young professional, an entrepreneur, a retiree or a pre-retiree, we can help you with custom strategies that drive you toward your objectives!

Investment Products

  • Equities
  • Asset Management
  • Mutual Funds
  • 529 Plans
  • Annuities & Insurance
  • Fixed Income
  • Unit Investment Trusts
  • Options
  • Alternative Investments
  • Structured Investments
  • Closed-End Funds
  • Exchange-Traded Funds
  • Institutional Fiduciary Solutions
  • Sustainable Investing
  • Equity Investment Products

Wealth Management

  • Wealth Consulting
  • Longevity Planning / Long-term Care
  • Financial Planning / Consulting
  • Private Wealth Portfolio Consulting
  • Trust & Charitable Planning
  • Concentrated Equity Strategies
  • Corporate Strategies
  • Education Planning
  • Private Institutional Clients (PIC)
  • Private Wealth Premier Solutions
  • Lending Services


NOTE: Insurance and annuity products are provided through Capital Wealth Insurance, LLC. Variable annuities offered through Kingswood Capital Partners, LLC. TDC Financial, LLC does not provide tax or legal advice.

Our Clients

You are intimately familiar with your financial objectives. We are steadfastly dedicated to helping you design strategies to help you reach those objectives. Together, we are robustly capable of meeting the challenges you face in making progress toward your life vision. As your partner, we offer customized solutions and objective advice, and our consultative approach is personalized to your goals.

Young Professionals
Focused on making the complex simple, TDC Financial helps you understand the financial planning process.
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Contact Us

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16845 E. Ave. of the Fountains, Suite 106
Fountain Hills, AZ 85268
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Investment advisory services are offered through Capital Wealth Alliance, LLC a registered investment advisor. Securities offered through Kingswood Capital Partners, LLC member FINRA/SIPC.

TDC Financial, LLC is a DBA of Capital Wealth Alliance. KCP and Capital Wealth Alliance LLC are not affiliated. KCP financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.

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