About Southwest Fiduciary
Trusted fiduciary services in Arizona since 1995
Our History
Nearly three decades of dedicated service to Arizona families and individuals.
Founded
Southwest Fiduciary, Inc. established to provide professional fiduciary services in Arizona.
Expanded Services
Added comprehensive personal and social services to better serve client needs.
Court Recognition
Became a trusted court-appointed fiduciary throughout Maricopa County.
Team Growth
Expanded our professional team to serve more families and individuals.
Continued Excellence
Nearly 30 years of trusted service to Arizona families and communities.
Our Mission
“To provide professional, compassionate fiduciary services that protect the interests and enhance the well-being of those we serve.”
At Southwest Fiduciary, Inc., we understand that being appointed as a guardian, conservator, or trustee is a profound responsibility. Our mission is to honor that trust by providing exceptional service that combines legal expertise with genuine care.
We work closely with families, attorneys, and courts to ensure that every decision we make is in the best interest of those we serve, while maintaining the highest standards of professional conduct.
Our Values
Integrity
We uphold the highest ethical standards in all our fiduciary responsibilities, ensuring transparency and honesty in every decision.
Compassion
We approach every client with empathy and understanding, recognizing the sensitive nature of fiduciary services.
Professionalism
Our team maintains the highest level of professional expertise, staying current with legal requirements and best practices.
Accountability
We take full responsibility for our actions and decisions, providing detailed reporting and maintaining open communication.
Excellence
We strive for excellence in every aspect of our service, continuously improving to better serve our clients.
Arizona Licensed Fiduciary
Southwest Fiduciary, Inc. is fully licensed by the State of Arizona to provide professional fiduciary services. Our license ensures that we meet the strict regulatory requirements and maintain the highest standards of professional conduct.
Our Experienced Team
Meet the dedicated professionals who provide expert fiduciary services with compassion and integrity.
Patricia Anderson
With over 25 years of experience in fiduciary services, Patricia leads our team with expertise in guardianship, conservatorship, and trust administration. She holds certifications in elder care management and estate planning.
Robert Martinez
Robert brings 20 years of financial management experience to Southwest Fiduciary. He specializes in complex estate administration and has extensive knowledge of Arizona probate law and court procedures.
Jennifer Thompson
Jennifer coordinates all client services and family communications. With a background in social work and case management, she ensures compassionate care and seamless service delivery for all clients.
Join Our Team
We're always looking for experienced professionals who share our commitment to excellence and compassionate care.
View Career Opportunities