Let's move forward. Together.

DiGrazia & Tenney Wealth Management

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Plans

Today's retirement plan landscape, marked by ongoing change, requires greater focus on fiduciary responsibility and new management challenges for plan sponsors.

We take a collaborative approach to helping you address these challenges. And working together, we can chart a path to help you manage plan complexity.

We are on the front lines of the new retirement, and we stand ready to help you and your participants meet the challenges of today's world.

  • Thomas Tenney

    Thomas Tenney, CFA, CFP

    Vice President–Wealth Management

    Retirement Plan Consultant

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • ID
    • LA
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NV
    • NY
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA

    Tom offers more than 20 years of financial services experience and focuses on retirement, estate, and insurance planning for individuals and small business owners. He works with clients to help them better understand and manage their financial risks as they pursue their personal goals.

    Prior to joining UBS in 2007, Tom held portfolio manager and advisory roles at Mellon Private Asset Management and East Pacific Investment Company, Inc. He also traded options on the trading floors of the Chicago Board Options Exchange and the Chicago Board of Trade from 1998 through 2006.

    Tom earned the Chartered Financial Analyst (CFA) designation in 1998, and in 2010, he attained the CFP® designation of Certified Financial Planner™. In 1995, he was awarded an MBA in Finance from Hawaii Pacific University.

    Tom is on the board of directors of the Phoenix CFA Society and previously served as the President. He & his wife, Mylene, live in Scottsdale, AZ with their four children.

    CA Lic #0G14067

      • Hawaii Pacific University, MBA in Finance
      • Retirement Plan Consultant
      • Portfolio Manager
      • Wealth Advisor
      2575 East Camelback Road
      Suite 900
      Phoenix, AZ 85016
    • Michael DiGrazia

      Michael DiGrazia, CFP, CIMA

      Senior Vice President–Wealth Management

      Institutional Consultant, UBS Institutional Consulting Program

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • IA
      • ID
      • KS
      • LA
      • MA
      • MI
      • MN
      • MS
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OK
      • PA
      • SC
      • TX
      • UT
      • VA
      • WA
      • WI
      • WY

      Mike has navigated clients through wealth management in some of the most volatile market conditions in our nation's history, spanning portions of three decades. He utilizes this past experience, and the skills and credentials acquired throughout his career in real estate and finance to help institutional and private clients, trustees, and business owners manage their financial needs.

      Mike has been a Director at UBS since 2009 and is a member of the Institutional Consulting Group at UBS. There are less than 100 advisors with the Institutional Consultant title at UBS and Mike's expertise allows our team to provide customized solutions that address your organization's unique needs and circumstances. He is a Certified Financial Planner™ certificant and holds the Certified Investment Management Analyst and Accredited Retirement Plan Consultant designations.

      Prior to joining UBS, Mike was a co-owner of a real estate appraisal firm in Connecticut, and a Wealth Management Consultant with Merrill Lynch. He graduated from Bentley University in Waltham, MA and is a member of the Financial Planning Association and the Investment Management Consultants Association

      Mike is a member of Neighbors Helping Neighbors in Scottsdale, AZ and a Scottsdale Miss Softball coach as well as an SMS board member. Mike is also a mentor for American Corporate Partners (ACP), which assists veterans in their career transition from the armed forces to the civilian workforce. He is past president of the Exchange Club of Norwalk, and the American Diabetes Association – Fairfield County Advisory Council and past board member of the Scottsdale Museum of Contemporary Art (SMoCA).

      Mike is a partner of the High Desert Institutional Consulting team which advises on over $1 billion in assets.  He and his wife, Lucy, and five daughters stay very active in the Southwest.

      CA Ins. Lic. # 0E11612

      • Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
      • PLANADVISER Top Retirement Plan Advisers, 2022The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.

      • Bentley University
      • Institutional Consultant, UBS Institutional Consulting Program
      • Senior Retirement Plan Consultant
      • Portfolio Manager
      2575 East Camelback Road
      Suite 900
      Phoenix, AZ 85016
    • Client Service Associate

      Nico Drogaris

      Client Associate

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          • Northern Arizona University, B.S. in Finance: 2017 - 2021
            2575 East Camelback Road
            Suite 900
            Phoenix, AZ 85016

          The Year Ahead - Sustainable Investing

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager