GET STARTED IN 3 EASY STEPS:

Schedule a Meeting where our process begins with understanding your personal situation. We accomplish this through a thorough fact-finding interview to understand what you want your money to do for you.

We will implement the Scottsdale Wealth Advisory Financial Planning process to examine your financial circumstances and determine an effective strategy to meet short, intermediate, and long-term financial needs.

After the Discovery and Strategize stages from the previous Scottsdale Wealth Advisory Financial Planning process steps, you will be provided a certified financial plan with ongoing management and daily monitoring.

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UPCOMING EVENTS:

September 2019
October 2019
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Meet Our Team

If you’ve been searching for simple, straight to the point financial education and fiduciary asset management, you’ve come to the right place! Scottsdale Wealth Advisory offers the services of an ultra-high-net-worth “Family Office” to residents of the Valley of the Sun.

Get To Know Our Team

Get Your Complimentary, No-Obligation copy of this ground-breaking book that can save you thousands of dollars for your retirement.

 

Scottsdale Wealth Advisory
Gainey Center II
8501 N. Scottsdale Road, Ste 205
Paradise Valley, AZ 85253
Direct: (480) 247-9090
info@SWAFirm.com

To learn more about the professional history of our financial advisors, please visit FINRA’s Broker Check. Scottsdale Wealth Advisory is a state registered investment advisor serving Arizona, California, Texas and New Mexico that provides wealth management services under the fiduciary standard. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Scottsdale Wealth Advisory. Scottsdale Wealth Advisory provides investors custom-tailored investment strategies to meet short, intermediate and long-term needs. Our goal at Scottsdale Wealth Advisory is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.
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