Coyote Wealth
Fractional CFO

Cereus Financial Advisors

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.

Phoenix family office for multi-generational wealth

Phoenix, AZFounded 200810-25 employees

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About Cereus Financial Advisors

Cereus Financial Advisors is a Phoenix-based multi-family office providing investment management, tax planning, and family governance services to ultra-high-net-worth families in Arizona and the Southwest.

Services & Specialties

Services

Family Office Services
Tax Planning
Family Governance

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Pricing

AUM & Retainer

Industries

Real Estate
Healthcare
Financial Services

States Served

Arizona
California
Nevada
Colorado

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