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We're here to help you manage your financial goals so that
you can feel more confident
about tomorrow and
focus more on enjoying life 
and 
maximizing family time.
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At Desert Wealth Management, we make it our mission to help you prepare strategically and logically for the future. Whether you are saving for retirement, paying off debt, saving for college, or building a business, we know the process can be overwhelming.

 

We don't want you to spend your precious time and energy managing your financial future alone.

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This is why we're here to help you manage your financial goals so that you can feel more confident about tomorrow and focus more on enjoying life and maximizing family time.

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We want to help you grow your hard-earned money, calm your financial fears, and build a bright financial future, all so that you can focus more on enjoying today. 

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THE TEAM

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Isabelle Roethe, CFP®
Financial Advisor

I absolutely love helping clients work toward their dreams and goals. As a CFP® professional and financial advisor at Desert Wealth Management, I make it my mission to help clients live out their purpose and enjoy more time with their families. It was an honor to get to work alongside my father, Rob Clausen, who was the founder of Desert Wealth Management in 1998. It is my goal to continue his legacy as I guide clients in their financial decisions. As a family-focused firm, we understand the importance of helping families plan for their futures. When I'm not working, I enjoy spending time with my husband, cooking, working out, and spending time with loved ones. 

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Phone: 480-747-8696

Email: isabelle.roethe@lpl.com

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP®, in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.

Wendy Davis
Administrative assistant

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I have been the Desert Wealth Management Registered Administrative Associate for over 30 years. It has been my pleasure to work with our clients to help them work toward their life goals. We make it our priority to offer excellent customer service to our clients so that they can spend more time doing what they love. I enjoy spending my free time with my husband and three children.

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Office Phone: 208-542-2838

Email: wendy.davis@lpl.com

Click Here to Learn More
About Our Services

Do you have any questions about our services? 
Please feel free to contact us!

Email: isabelle.roethe@lpl.com
Phone: 480-747-8696

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