• Gainey Center II 8501 N. Scottsdale Road, Arizona
  • info@SWAFirm.com
  • (480) 597-4729
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  • 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
Retirement Planning
Advice

Understanding the Rule of 100 for Retirement Planning

  • by scottsdalewa1
  • October 4, 2024
bond
Advice

Understanding Bond Funds: A Complete Guide

  • by scottsdalewa1
  • September 26, 2024
annuity
News

Annuity Breakdown

  • by scottsdalewa1
  • September 19, 2024
Unfinished Business Guide
Advice

A Comprehensive Guide to Unfinished Business in Financial Planning

  • by scottsdalewa1
  • September 12, 2024
Two Lies and a Truth
Advice

Truth Time: Can You Spot the Financial Lies

  • by scottsdalewa1
  • March 6, 2024
Understanding Fiduciary
Advice

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

  • by scottsdalewa1
  • April 28, 2021
Path to Financial Freedom
Advice

We the People: Your Path to Financial Freedom

  • by scottsdalewa1
  • June 17, 2019
Understanding Percentages & Average Costs
Advice

Financial Advisor Fees: Understanding Percentages & Average Costs

  • by scottsdalewa1
  • May 5, 2019
Grow and Protect Family Wealth
News

Scottsdale Wealth Advisory: Grow and Protect Family Wealth

  • by scottsdalewa1
  • March 25, 2019
Grow and Protect Family Wealth
News

Invest for Retirement: Achieve Your Financial Goals with Confidence

  • by scottsdalewa1
  • March 5, 2019
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Wealth Management Strategies
  • March 5, 2025

5 Wealth Management Strategies to Consider in 2025

tax planning
  • February 25, 2025

5 Tax Planning Tips to Help You Save in 2025

roll over 401k
  • February 18, 2025

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

Long Term Care Planning
  • February 18, 2025

Long Term Care Planning: Creating an Effective Plan in 6 Steps

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

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