#USA #Tucson #Wealth Management #Waterloo Capital #Allied Portfolio

Waterloo Capital Expands Wealth Management Services in Arizona

Waterloo Capital has officially entered into a strategic partnership following the acquisition of an equity stake in Allied Portfolio Management, a well-respected wealth management firm based in Tucson, Arizona. This acquisition marks a significant expansion for Waterloo Capital, allowing the firm to enhance its services in both Tucson and Scottsdale.

Under the terms of this deal, the new entity will operate under the Waterloo Capital brand, integrating the community-focused insights of Allied with Waterloo's robust institutional-grade framework. This collaboration aims to deliver a comprehensive wealth management experience that combines high-level asset management and personalized financial planning, primarily targeting high-net-worth individuals and families.

“By partnering with Waterloo, we now have the capability to provide institutional-grade assets and advanced financial planning to families in Tucson and Scottsdale,” explained Steve Graham, founder and former president of Allied Portfolio Management. “Our clients will now have access to resources and tools that were previously beyond our reach as an independent firm. This is an incredible opportunity for the families we serve.”

The partnership is anticipated to have a hugely positive impact on clients of both firms. Waterloo Capital’s extensive suite of offerings includes institutional asset management, advanced financial planning, and family office solutions, all delivered with a client-centric approach. This model aims to ensure that every family, regardless of portfolio size, has access to world-class wealth management strategies and insights.

As part of the acquisition, Waterloo Capital is actively seeking experienced financial advisors to join its expanding operations in Tucson and Scottsdale. The firm is looking for dedicated professionals passionate about delivering exceptional financial guidance. Interested candidates are encouraged to reach out to Waterloo Capital for more information on how they can contribute to a team that is committed to making significant improvements in clients' financial journeys.

Maggi Dawson, a long-time administrator and trusted Client Service Associate at Allied Portfolio Management, expressed her enthusiasm for the merger: “It has been incredibly fulfilling to assist our clients in enhancing their financial wellbeing, and now, by joining forces with Waterloo Capital, we will elevate our service to a new level.”

John Chatmas, CEO of Waterloo Capital, further elaborated on the potential of the partnership: “With Steve's respected reputation and our combined resources, we are poised to assist more families in effective retirement planning — bringing institutional-quality asset management to individual investors.” He emphasized that premium investment management should not be a privilege reserved for the wealthy, but rather accessible to all clients, helping them realize their retirement and legacy goals.

Waterloo Capital has quickly emerged as one of the fastest growing registered investment advisors in the nation, earning a place on USA Today's prestigious Top 100 Financial Advisory Firms list for 2026. The firm's commitment to quality service aims to raise the standards of investment management and financial planning available to everyday investors.

This acquisition not only signifies Waterloo Capital's ambitious expansion plan but also represents a shift towards a more inclusive approach to wealth management in Arizona. As expert advisors gather to bolster their capabilities, both existing and prospective clients await the enriched services that this partnership will usher in.

For more information about this exciting development, those interested can contact Waterloo Capital directly. The firm is looking forward to a future where every family has the opportunity to manage their wealth effectively, regardless of their financial background.