345 Wealth Management, a financial services firm focused on comprehensive planning with accumulation, distribution and transfer of wealth, has announced a formal move into its headquarter office, located at 4835 E. Cactus Road, Suite 255, in Scottsdale.
The firm, founded by industry veterans Dillan Micus and Patrick Kearns, has already grown to nearly 20 financial advisors and team members since its opening earlier this year, a press release stated. In addition to the headquarters, 345 Wealth Management will also launch a series of risk transfer strategies as it relates to the current market conditions in coming weeks.
“345 is the culmination of Pat and my shared vision to provide comprehensive financial planning services to clients, allowing them to manage their finances so they can do more of what they love,” Micus said in the release. “Although we’ve been open less than a year, we’ve already grown our team exponentially thanks to our ability to develop a roadmap for each of our clients, designed to reduce risk while at the same time create tax efficiencies.”
The 3,000-square-foot office is in the rapidly evolving space of greater Scottsdale near where Paradise Valley Mall used to sit.
“We chose this location intentionally as we wanted to be part of the phased re-imaging, which will at full build-out include a central park, community gathering place and dozens of dining, entertainment and retail experiences,” Micus said in the release. “We are proud to be part of phase one of this historic redevelopment, which will eventually include a Whole Foods, luxury residential complexes, collective of office campuses with sought-after amenities, new dine-in luxury theatre concept and upscale restaurants.”
To Micus, the office is reminiscent of his and Kearns prior outpost adjacent to what became the Scottsdale Quarter.
Micus previously served as the executive vice president of Equitable Advisors Southwest Branch for 17 years, headquartered on Scottsdale Road. When he moved to Scottsdale in 2005, he was the then-youngest person in the company’s history to take on the role of executive vice president. During his tenure, he was the firm’s highest-ranking officer in the Southwest region, growing the organization from a few hundred million dollars of assets placed under management to $3 billion.
Micus earned his bachelor’s degree in finance from the University of Northern Colorado and holds Series 7, 24, 53, and 66 securities registrations, as well as the Arizona Life and Health Insurance Producers License.
Kearns served as a member of the broker-dealer, now Equitable Advisors since 2001, including as vice president of the Nevada office for 13 years, where he oversaw market operations, led recruitment and training and worked with clients across the Southwest. He worked closely with Micus in that role before moving to Scottsdale to serve as senior vice president of Equitable Advisors Southwest Branch in 2018.
He earned his bachelor’s degree in finance from the University of Las Vegas and earned the Retirement Planning Specialist title from Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania. He holds Series 7, 66 and 24 registrations and the Arizona Life and Health Insurance Producers License.
345 Wealth Management works in alliance with Equitable Advisors as its broker-dealer, and the local Equitable Advisors Southwest Branch.
For more information, visit www.345wealthmgmt.com.