• Gainey Center II 8501 N. Scottsdale Road, Arizona
  • info@SWAFirm.com
  • (480) 597-4729
Client log in
Scottsdale Wealth Advisory logo
  • About Us
    • Our Values
    • Our Team
  • Services
    • Wealth Management
      • Investments
      • Annuities
      • Life Insurance
      • Long-Term Care
      • End of Life
    • Retirement Planning
      • Custom Portfolio Design
      • Stress Testing and Fee Analysis
      • 401k, 403b Rollover
      • Social Security Optimization
    • Estate Planning
    • Tax Planning
  • Education
  • Connect
  • Call: 480-247-9090
  • SCHEDULE APPOINTMENT
Scottsdale Wealth Advisory logoiconScottsdale Wealth Advisory logo ×
  • About Us
    • Our Values
    • Our Team
  • Services
    • Wealth Management
      • Investments
      • Annuities
      • Life Insurance
      • Long-Term Care
      • End of Life
    • Retirement Planning
      • Custom Portfolio Design
      • Stress Testing and Fee Analysis
      • 401k, 403b Rollover
      • Social Security Optimization
    • Estate Planning
    • Tax Planning
  • Education
  • Connect
  • Scottsdale Wealth Advisory Gainey Center II 8501 N. Scottsdale Road, Ste 205 Paradise Valley, AZ 85253
  • (480) 247-9090
  • info@SWAFirm.com

Education

Scottsdale Wealth AdvisoryEducation
guaranteed income text on paper
Advice, Blog

Why a Guaranteed Income Plan is Crucial for Retirement

  • by scottsdalewa1
  • May 22, 2025
coins stacked on dirt
Advice, Blog

What are the 4 Types of Annuities?

  • by scottsdalewa1
  • May 20, 2025
man typing on laptop
Advice, Blog

What is Estate Planning?

  • by scottsdalewa1
  • May 15, 2025
family walking on beach
Advice, Blog

Life Insurance Planning: 5 Helpful Tips to Get You Started

  • by scottsdalewa1
  • May 13, 2025
Advice

What Is An Annuity?

  • by scottsdalewa1
  • May 12, 2025
You’ve Got the Annuity—What’s Next?
Advice, Blog

You’ve Got the Annuity—What’s Next?

  • by scottsdalewa1
  • May 12, 2025
Annuities 101: Types, Benefits, and Risks
Advice, Blog

Annuities 101: Types, Benefits, and Risks

  • by scottsdalewa1
  • May 12, 2025
Wealth Management Strategies
Advice

5 Wealth Management Strategies to Consider in 2025

  • by scottsdalewa1
  • March 5, 2025
tax planning
Advice

5 Tax Planning Tips to Help You Save in 2025

  • by scottsdalewa1
  • February 25, 2025
roll over 401k
Advice

How to Roll Over a 401(k): 6 Essential Steps

  • by scottsdalewa1
  • February 18, 2025
  • 1
  • 2
  • 3

Read Our Recent Posts Get Every Update

guaranteed income text on paper
  • May 22, 2025

Why a Guaranteed Income Plan is Crucial for Retirement

coins stacked on dirt
  • May 20, 2025

What are the 4 Types of Annuities?

man typing on laptop
  • May 15, 2025

What is Estate Planning?

family walking on beach
  • May 13, 2025

Life Insurance Planning: 5 Helpful Tips to Get You Started

WE HELP YOU ON EVERY STEP OF THE JOURNEY

Schedule Your ‍Financial Coaching Session Today!

Schedule your financial coaching session to learn more about finding true-balance in your money management. This complimentary one-hour session will help uncover where any deficiencies hide within your current financial plan that can be catastrophic to living your retirement on your terms.

Chat with Us
iconiconScottsdale Wealth Advisory logo
  • Gainey Center II
  • 8501 N. Scottsdale Road, Ste 205
    Paradise Valley, AZ 85253
  • (480) 247-9090
  • info@SWAFirm.com

Company

  • About Us
  • Our Values
  • Our Team
  • Education
  • Connect
  • Client Log In

© 2025 Scottsdale Wealth Advisory, LLC. All Rights Reserved.