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Peggy joined the joined Larsen Wealth Management, an affiliate of Crux Wealth Advisors (2021), located in Scottsdale, Arizona, in 2021, and moved with Larsen Wealth to Capital Wealth Partners – CWP in in January 2024. In her role as a senior client service associate, she serves as the backbone of our organization. Peggy aims to provide constant stability to our organization through her reliability, institutional knowledge, honest approach, and above all, her integrity.
Attention to detail is vital, primarily due to the relentless pace that the industry operates. Peggy strives to be a stable force on our team, which is essential to efficient and successful business operations. This is where her organizational skills are crucial to streamlining business efforts.
She is responsible for managing everyday processes such as handling and processing new client accounts and scheduling appointments. Additionally, she has built strong relationships with our clients and enjoys knowing that each team member is helping our clients attain their goals and work toward both long- and short-term plans.
Peggy believes it’s easy to see that she cares because she genuinely has the best interest of others at heart and aspires to go above and beyond to serve others. She aims to provide a level of comfort to our clients, allowing them to worry less about the financial planning process so they can enjoy life to the fullest.
Before joining our team, Peggy gained extensive industry experience in various related roles. She was a branch office administrator with Edward Jones, a client service associate at Prudential, and a client service associate with Beacon Hill Securities.
Physical Address:
36600 North Pima Road, Suite 104
Carefree, AZ 85377
USPS Mailing Address:
P.O. Box 797
Carefree, AZ 85377
Kendrick Wealth Management, Gilberg Private Wealth, Sunstone Wealth Management and Larsen Wealth Management are separately owned and operated and not independently registered as a broker-dealer or investment adviser.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Kendrick Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
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