Dedicated Team of Financial Advisors with 50+ Years of Cumulative Experience

Our team is dedicated to helping you with all of your financial matters and providing advice beyond investing. We currently have clients in 25 states that we assist with wealth planning, risk management, estate planning strategies, and investment management.

Our group is comprised of Suzanne Tovar and her son Alex Tovar. We are supported by our Senior Registered Client Associate, Becky Souders. In both 2023 and 2024, our team was awarded the Forbes Best-in-State Wealth Management Teams*.

Suzanne is a Managing Director – Investments and has been named Platinum Council*, 2006-2024. She has been awarded the Forbes Best in State Wealth Advisors*, 2020-2024. Forbes Top Women Wealth Advisors*, 2017-2024.

Alex is a First Vice President – Investment Officer and holds the CERTIFIED FINANCIAL PLANNER™ certification, and before joining the Tovar Wealth Management Group, was a practicing CPA (non-practicing now). Together we are a collaborative, multigenerational team, dedicated to providing holistic and comprehensive advice to our clients.

Wealth Planning

Our passion is to understand you and your family. As we believe effective wealth management requires a holistic, and deep planning approach. We focus on delivering collaborative advice ranging from retirement planning, investment management, tax-efficient strategies, as well as risk management, charitable giving, and estate planning strategies for your wealth transfer.

Trust, and Understanding the Why

In our experience, two common themes are the key to a successful and thriving client experience. Trust and Understanding the Why. As with all meaningful relationships, they are grounded and cultivated around a deep sense of trust, and we believe this to be an essential and necessary element of our clients' success.

We also want our clients to Understand the Why. Why do I need to invest? Why do I need insurance? Why do I need a trust? Why do I need an investment plan? Asking these questions provides clarity and purpose to the decisions and recommendations we make together with our clients.







Disclosures:

*2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria

*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past years, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

*2024 Forbes Best-In-State Wealth Advisors: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

*2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. (Source. Forbes.com)

Forbes Top Women Wealth Advisors Best-In-State: Awarded March 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. (Source: Forbes.com)

Forbes Top Women Wealth Advisors Best-In-State:  Awarded March 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. (Source: Forbes.com)

Forbes Top Women Wealth Advisors Best-In-State:  Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. (Source: Forbes.com)

Forbes Top Women Wealth Advisors Best-In-State: Awarded March 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. (Source: Forbes.com)

Forbes Top Women Wealth Advisors Best-In-State: Awarded March 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. (Source: Forbes.com)

Forbes Top Women Wealth Advisors Best-In-State: Awarded March 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. (Source: Forbes.com)

Forbes Top Women Wealth Advisors Best-In-State: Awarded March 2017; Data compiled by SHOOK Research LLC based on the time period from 6/30/15 - 6/30/16. (Source: Forbes.com)

The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


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