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Mark Sanaiha, CFP®, CWS®

Providing you clarity for the moments that matter most

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Macallen Capital Mark Sanaiha, CFP®, CWS®
Phoenix, AZ

Serving Clients Nationwide

Providing you clarity for the moments that matter most

(602) 536-7828

Website

Areas of Focus

  • Business Owners
  • Financial Planning
  • Investment Management
  • Retirement Income Planning
  • Tax-Smart Distribution Planning
  • Taxes
  • Withdrawal Sequencing

About Mark Sanaiha, CFP®, CWS®

Hi, I'm Mark Sanaiha. I'm the Founder and Wealth Advisor at Macallen Capital, a financial planning and wealth management practice based in Phoenix, Arizona.

This firm has been a long time coming.

It started during the Great Financial Crisis, watching my parents navigate one of the hardest periods of their lives. They were small business owners in construction and real estate. Hardworking people who thought they had the right help in place. When I started asking questions about their finances, I found out their advisor had been charging them 2% a year to hold a target date fund and hadn’t called them in nearly two years.

That moment stayed with me. It took years, but I eventually built the firm I wished they’d had access to. One where clients actually hear from their advisor, know exactly what they’re paying, and have a plan built around their life, not a template.

The Path to Macallen Capital

I’ve spent 10 years in financial services, with 8 of those as a dedicated advisor. I had the unique opportunity while studying at Northern Arizona University, where I was one of a select group of students flown to Omaha to meet Warren Buffett. That afternoon with "The Oracle" left a permanent mark on my approach to disciplined, value-driven investing.

My career has been about building and managing at scale, with people at the center of it the whole time. Before spinning off in 2021, my partner and I built a practice to over $1 billion in assets. Following that, I rebuilt a practice to serve 145 families & businesses with approximately $475 million in AUM. Today, I am "starting over" by choice. I launched “Mac Cap” to strip away the distractions of large-scale corporate firms and return to what matters: proactive, deeply personal guidance for a select group of families.

Beyond the Numbers

I live in Phoenix with my supportive wife, Samantha, and our precious dog—the firm's namesake—Macallen or “Mac”. When I’m not in the office, you’ll find me on the golf course, camping, traveling with family, or checking out a new restaurant.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Certified Wealth Strategist (CWS)

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

2375 E Camelback Rd, Phoenix, AZ 85016, USA

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to get in touch and schedule a complimentary introductory conversation. Our first meeting is designed to be a casual conversation getting to know each-other. We want to hear your story - your family’s history, your business milestones, and the future you’re working toward. This is where we learn your “why”, and you learn our “how”. By the end, you’ll feel confident in whether we are the right fit for your journey. I look forward to speaking with you.

Offers Investment Management

Yes

About Macallen Capital

Macallen Capital is a wealth management and financial planning firm based in Phoenix, Arizona, founded by Mark Sanaiha. We help families & small business owners seeking financial clarity for the moments that matter most.

Who We Serve

We work with pre-retirees and retirees navigating the shift from earning a paycheck to living off what they've built, and with small business owners looking for diversification, and those who have experienced a windfall.

How We Do It

We start by understanding what you actually want your money to do for your life, then build around. From there, we handle the ongoing work, whether that's IRMAA and Medicare planning, social security coordination, Roth conversion timing, or a tax-aware withdrawal strategy.

Our process is custom tailored for each client and revisited as situations change.

Why Choose Us

We're fee-only, which means our only compensation comes directly from clients. No commissions, no products to sell, and no incentive except helping you get peace of mind. As a fiduciary, every recommendation we make is legally required to serve your best interest, not just be suitable for it.

Education

Northern Arizona University-The W. A. Franke College of Business, Bachelor of Science in Business Administration (B.S.B.A), Finance, General

Hobbies and Interests

  • Animals
  • Camping
  • Dogs
  • Family
  • Foodie
  • Golf
  • Pickleball
  • Traveling
  • Working Out

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Families
  • Foreign-Born Individuals
  • Gen X
  • Healthcare Professionals
  • High Net Worth
  • Intergenerational Families
  • Living in Retirement
  • Military
  • Pre-Retirees
  • Real Estate Agents
  • Sales Professionals
  • Single Women
  • Veterans
  • Widow

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Get answers to frequently asked questions regarding the services offered by Mark Sanaiha, CFP®, CWS® View Disclosures

FAQs

Who does Macallen Capital typically help?
We work primarily with individuals and families who are approaching or already living in retirement. Much of our work focuses on retirement income planning and helping clients organize their savings, investments, and spending as their needs change over time, though we welcome conversations with anyone looking for financial planning guidance.
Is Macallen Capital a fiduciary?
Yes. As a Certified Financial Planner® professional, I am legally and ethically obligated to act in your best interest at all times. That means I prioritize your goals over any product or incentive that could benefit me or the firm. Macallen Capital is a fee-only firm. We do not sell annuities, life insurance, front-loaded mutual funds, or other commission-based products. We view these as a conflict of interest.
Can you help me figure out which accounts should hold which investments?
Yes. A core part of our work is helping clients think through asset location — deciding which investments make sense in taxable, tax-deferred, and tax-free accounts like Roth IRAs — with the goal of managing lifetime taxes more efficiently as you build and eventually draw down your savings.

FAQ Disclosures

Still have questions? Contact us today and we’ll be happy to help.

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