Strategic Partners

The following is a small sample of some of the key “best of class” strategic partners including lawyers, CPAs and financial advisors we work with all over the United States to help protect clients and help advisors offer the widest possible range of solutions and resources. If you would like to know more about one of these proven resources please visit their website.

If you are an advisor that would like to know more about how working with us will serve your clients and your practice, go to our “Advisors Only” for more info and contact Ike Devji today.


Mosaic Fiancial Associates – Tempe, AZ
Contact: Anthony Williams
Mosaic Financial Associates is an Arizona based full-service independent financial firm committed to helping Orthopaedic Surgeons, Specialty Doctors and high net worth clientele pursue their unique financial goals.

Fortress Financial Strategies – Glendale, AZ

Brett and Rebecca Andrews bring years of combined business and financial service experience to the West Valley with Fortress Financial Strategies and their sister company Alpha AZ Insurance . Fortress has special programs including integrating Asset Protection and other special strategic planning for doctors and other business owners alongside their financial planning to deliver what Brett refers to as the cornerstones of his clients’ financial foundation.


Comitz Beethe, Scottsdale, Arizona

Mike Beethe and Ed Comitz – Litigation, real estate, disability benefits, bad faith.

Comitz Beethe is an AV-rated boutique litigation and transactions firm based in Scottsdale, Arizona. They provide widely-acclaimed legal knowledge and skills to clients in Arizona and across the county, primarily in the areas of insurance bad faith investigations and litigation, commercial litigation, healthcare, real estate, commercial transactions, transportation and equine law.

Troncellito and Associates, Phoenix, Arizona:

As Principal and Founder of Troncellito & Associates, much of Michael Troncellito’s professional attention is devoted to commercial litigation and legal representation to businesses of all sizes, and serves as outside general counsel to firms and companies of all types and sizes – from “mom and pop shops” to companies with $20 million in annual revenues. In this role, Michael drafts and negotiates contracts, handles commercial litigation matters, and performs other legal and consulting services.

Viper Law Group, Scottsdale, Arizona

Attorney Tanveer Shah and his firm are known for successful results and committed personal service. The firm’s practice areas include all types of personal injury law including but not limited auto accidents, insurance bad faith, medical malpractice and wrongful death claims.

Price Law Group, Scottsdale Arizona
Attorney David Chami and his team have been helping consumers in Arizona and throughout the country for many years.  David is one of the top Consumer Advocates in the country and Co-chair of the National Association of Consumer Advocates – Arizona Chapter.  He specializes in Credit Reporting Litigation and Creditor Harassment.


Southpac Group- Cook Islands:

After almost thirty years in business, Southpac is the largest and most experienced provider of offshore trust and fiduciary services for clients seeking to preserve their wealth. Southpac’s methodology and standards have become the benchmarks in leading international finance centers. We have thousands of clients that safely and dependably use Southpac as part of their trust structures.


Crest Insurance Group Scottsdale, AZ. (Multiple locations, AZ, CA, CO)

Crest Insurance Group’s vision is to develop the firm to be the top insurance agency based in the Southwest. Crest Insurance has grown to include offices in Tucson, Phoenix, Scottsdale, Sierra Vista, Flagstaff, San Diego, Denver and Las Vegas. They have experienced agents writing policies for clients throughout the United States. We offer coverage for life insurance, renters insurance, business insurance, commercial insurance, Medicare and more.


A.K.Accounting and Tax PLLC.
Contact: Aarti Kapadia, MBA, M.Acc , CPA

A.K. Accounting and Tax PLLC is a boutique firm specialized in providing accounting, outsourced CFO/ Controller services and tax planning and preparation for small businesses.

The firm caters a variety of industries. Some of the clients over the past few years include custom manufacturers, landscape companies, financial services, law firms, healthcare companies, shredding/ recycling companies, racetrack entertainment companies, temp services, plumbing, HVAC, and healthcare companies.

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