Tom Rush

                            
AIF®, CEPA®

                            
Founder & Wealth Advisor

                                                                                        
(928) 329-1700

                            
                                                    

                                                    
Contact Tom

                            

                                                                


    

        
    

    
                            

                                            

                

            

        


        

			

		

			

				
				
				
				
				
				
				

				

				
				
				
				
				

				
				
				
				
				
Meet Tom


 


Tom Rush is the Founder and Wealth Advisor of Yuma Investment Group Wealth Management.  He has been dedicated to assisting his clients in pursuing their financial goals for over 28 years.


He is a graduate of Amherst College, where he received a Bachelor’s Degree in Economics.


Upon graduation he was licensed and worked in Yuma for Morgan Stanley Dean Witter for seven years.  He then opened the Merrill Lynch office in Yuma and was Branch Manager for two years.  After Merrill Lynch left Yuma, he founded Yuma Investment Group Wealth Management.  He received the Accredited Investment Fiduciary® (AIF®) designation issued by the Center for Fiduciary Studies in 2011.


Tom has been in the investment world for over 30 years.  He has gone through the market corrections of 1994, 2000, 2001 and 2008.  He works with individuals to make sure their risk is in line with their tolerance.  He also manages money in tactical models.  This means he can get more aggressive when the economy is going well and more conservative when the economy shows weakness.  Managing money in a tactical way will help portfolios not to participate in a full market correction and have funds available to buy after the market drops.


Tom Rush works diligently with his clients to crystalize their financial goals, develop a comprehensive plan to work toward these goals, and then monitor the resulting plan to make mid-course corrections, where necessary, to ensure all financial goals are still on track.  Because of this “planning-driven” approach, he emphasizes long-term relationships which are the cornerstone of his business practice.


Thorough and innovative, Tom Rush serves as Wealth Advisor to numerous successful professionals, business owners and retirees in the Yuma area.  His approach is a perfect match for individuals who want a well-conceived financial plan stressing long-term, value-oriented investing supported by effective tax and estate planning strategies.


In his spare time, Tom enjoys spending time with his wife Sandy. Tom and Sandy have four children: Jackson, Stockton, Savannah, and Houston.