Family Wealth
Who We Are
Transition Family Wealth LLC is a service-oriented Fiduciary Fee-Only Advisor. That means we do what is in our client’s best interest. No Sales. No Commissions. No Products. With a focus on facilitating families’ needs and helping our clients navigate the complexities of investing and taxes, we work to provide the highest levels of service and guidance. 
Working with families prior to and after inheritance, divorce, retirement, or other Financial Life Transitions allows for planning strategies that can be beneficial from a tax perspective. Often times, it’s not what you make, it’s what you KEEP that makes the biggest difference!
Our Founder is motivated by his experience working with thousands of clients over the past 25 years. Many were uncertain about their investment choices, and how to make the best decisions based on the information at hand. We know that wealth can be created through savings and hard work. But true wealth is the state of mind we create for our clients through careful financial planning and education.
Our Mission
Our Vision
About the Principal Owner
Joe Vazquez has been an Arizona resident for over 40 years now and his children are 3rd generation Phoenix Natives (thanks to his loving wife Jennifer). As the Principal and Owner of Transition Family Wealth, Joe created a firm that focuses on exceptional service and client experience, while being the steward of our clients’ assets for generations to come.
Joe previously spent a decade in the healthcare industry, working in radiology, physician practices, and transplant services. Although he’s been investing since he was a teen, he switched careers and followed his passion – becoming a Financial Advisor in early 2000. The past 25 years have seen a career in which he has provided investment advice through some of the most troubled markets in history, worked with investors and retirees to build and maintain wealth, and travelled much of the country providing 401k education and advice to large companies and their employees. Perhaps you’ve seen him at one of your company’s 401k meetings?
In his spare time, Joe enjoys playing with his two children, swimming, mountain biking, and if you are out early enough, you might catch him working out with friends in the local parks, both in Phoenix, and when he travels. He previously served as Clerk of Session on the board of Historic First Presbyterian Church.
About the Principal Owner
Joe Vazquez has been an Arizona resident for over 40 years now and his children are 3rd generation Phoenix Natives (thanks to his loving wife Jennifer). As the Principal and Owner of Transition Family Wealth, Joe created a firm that focuses on exceptional service and client experience, while being the steward of our clients’ assets for generations to come.
Joe previously spent a decade in the healthcare industry, working in radiology, physician practices, and transplant services. Although he’s been investing since he was a teen, he switched careers and followed his passion – becoming a Financial Advisor in early 2000. The past 25 years have seen a career in which he has provided investment advice through some of the most troubled markets in history, worked with investors and retirees to build and maintain wealth, and travelled much of the country providing 401k education and advice to large companies and their employees. Perhaps you’ve seen him at one of your company’s 401k meetings?
In his spare time, Joe enjoys playing with his two children, swimming, mountain biking, and if you are out early enough, you might catch him working out with friends in the local parks, both in Phoenix, and when he travels. He previously served as Clerk of Session on the board of Historic First Presbyterian Church.