North Central News

Wealth management company comes to Phoenix

Tarbox Family Office, based in Newport Beach, Calif., has opened its Phoenix office at 645 E. Missouri Ave., Ste. 175. The Phoenix office will serve Arizona-based clients with net worth in excess of $5 million, as well as supporting client service for the California office and serving as the hub for all tax services for Tarbox clients.

Tarbox has brought on several local professionals in the financial services field for its local office, including Matthew Walker of North Central Phoenix, and Erin Itkoe. Walker joined as a partner of the firm and is the head of Tax and Family Office Services. He has significant experience handling complex tax and investment strategies for client families.

Itkoe joined Tarbox as the director of Financial Planning. She has provided comprehensive strategic solutions to a wide range of clients, their families and their related entities throughout her career. Itkoe currently serves as president of the Financial Planning Association of Greater Phoenix.

For more information on the company, call Walker at 602-550-3432 or visit www.tarbox.com.

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