About DeGreen Private Wealth

What Drives Us?

You’ve worked hard. Played by the rules. Built a life and legacy worth protecting. You deserve a financial advisor who takes that seriously.


At DeGreen Private Wealth, we’re proud to be Arizona’s independent, fee-only, fiduciary investment advisor—serving individuals and families who want their money handled with care, clarity, and common sense. No commissions. No hidden agendas. No half-answers. Just direct, disciplined wealth management built around your best interest—always.

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The DeGreen Advantage

  • Built on Experience. Driven by Principle.

    We’re a family-rooted firm with a 30-year tradition of prudent, tax-efficient investing. We were among the first in the region to embrace low-cost, diversified, index-tracking exchange-traded fund (ETF) portfolios—long before they were mainstream.

  • Personal, Not Pitched

    We’re not here to sell you. We’re here to know you—and to build a strategy that reflects your goals, timeline, and tolerance for risk. We view proper portfolio selection as your most effective risk control.

  • The Best Interest Interview

    It all starts with a conversation—not a commitment.

Built With Purpose. Led by Values.

When you work with us, you’re not buying a product. You’re engaging with a firm that puts your best interest first—always. Our job isn’t to impress you with jargon. It’s to help you understand your options, blending experience with innovation to create personalized strategies that prioritize:

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Our Purpose

We exist to help people make better financial decisions, live more independently, and protect what matters most.

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Our Mission

To deliver thoughtful, tax-efficient, low-cost investment management through a fiduciary lens—always with a personal touch.

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Client-Centered by Design

You’re not just an account. You’re a relationship. From your first conversation with us to every check-in along the way, you’ll see that our process is built around you. 

Meet Our Growing Team

We operate as a team—delivering responsive, relationship-based service built around your life, not just your portfolio. Whether it’s financial planning, investment management, or retirement readiness, we’re here to make the complex feel clear.

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Sam DeGreen

Founder & CEO, Investment Advisor


Phone: (480) 771-7000

Email: Sam@DeGreenWealth.com
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Herb W. Morgan, III

Senior Managing Director and Chief Investment Officer for Efficient Market Advisors (EMA)


Email: Herb.Morgan@cantor.com
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Glenn A. Ambach, CFA

Chartered Financial Analyst, Co-Chief Investment Officer for Cantor Fitzgerald Managed ETF Portfolios


Phone: (858) 345-5164

Email: Glenn.Ambach@cantor.com
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Lucas Hammond

Investment Advisor Assistant


Phone: (480) 549-6797

Email: Lucas@DeGreenWealth.com
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There is a rainbow in the sky over the grand canyon.
Efficient market advisors is a business of cantor fitzgerald investment advisors.

Our Strategic Partnership with Efficient Market Advisors

At DeGreen Private Wealth, we believe in bringing the best resources to the table for our clients. That’s why we partner with Efficient Market Advisors (EMA), a division of Cantor Fitzgerald Investment Advisors, L.P. EMA is a nationally recognized firm specializing in low-cost, tax-efficient, ETF-based portfolio management. They provide access to institutional-level investment strategies—without the institutional red tape.
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Deep Research & Oversight
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ETF Strategy Experts
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Fiduciary Alignment
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Scale Meets Precision