Attend An Event

Attend a private event to learn about reducing your investment management fees by 50%, personal income tax reduction strategies, Social Security optimization and other retirement planning tips that will help you take control of your money!

OUR UPCOMING EVENTS

Yearly Monthly Weekly Daily List
September 2019
October 2019
November 2019
December 2019
No event found!

Get your Complimentary Copy of this ground-breaking book that can help save you from making a very expensive mistake!

 

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, by anchoring clients’ portfolios with Vanguard Investments, we significantly reduce your costs to help you keep more of your returns. 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. We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business. 
© Copyright 2019   |   Scottsdale Wealth Advisory  |   All Rights Reserved   |   Helping Grow & Protect Family Wealth