• 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

Investment Management

Scottsdale Wealth AdvisoryEducationInvestment Management
How Annuities Can Work With Your Other Investments
Annuities, Blog, Investment Management

How Annuities Can Work With Your Other Investments

  • by scottsdalewa1
  • August 23, 2025
Financial Planning, Investment Management, Retirement Planning

How to Stay Calm and Smart During Market Volatility in Retirement

  • by scottsdalewa1
  • June 16, 2025
bond
Investment Management

Understanding Bond Funds: A Complete Guide

  • by scottsdalewa1
  • September 26, 2024
Understanding Fiduciary
Financial Planning, Investment Management

Understanding Fiduciary vs. Broker: Who’s Right for Your Investments

  • by scottsdalewa1
  • April 28, 2021

Read Our Recent Posts Get Every Update

How to Withdraw Money in Retirement: The Best Order for Tax Efficiency
  • August 27, 2025

How to Withdraw Money in Retirement: The Best Order for Tax Efficiency

How Required Minimum Distributions (RMDs) Could Raise Your Tax Bill
  • August 27, 2025

How Required Minimum Distributions (RMDs) Could Raise Your Tax Bill

How Annuities Can Work With Your Other Investments
  • August 23, 2025

How Annuities Can Work With Your Other Investments

What Happens to Your Annuity When You Pass?
  • July 29, 2025

What Happens to Your Annuity When You Pass?

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
  • Disclosures

Services

  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Client Log In

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