• Gainey Center II 8501 N. Scottsdale Road, Arizona
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  • (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
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Estate Planning, Retirement Planning

What is Estate Planning?

  • by scottsdalewa1
  • May 15, 2025
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Wealth Management

Life Insurance Planning: 5 Helpful Tips to Get You Started

  • by scottsdalewa1
  • May 13, 2025
Annuities, Retirement Planning

What Is An Annuity?

  • by scottsdalewa1
  • May 12, 2025
You’ve Got the Annuity—What’s Next?
Annuities, Retirement Planning

You’ve Got the Annuity—What’s Next?

  • by scottsdalewa1
  • May 12, 2025
Annuities 101: Types, Benefits, and Risks
Annuities, Retirement Planning

Annuities 101: Types, Benefits, and Risks

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

5 Wealth Management Strategies to Consider in 2025

  • by scottsdalewa1
  • March 5, 2025
tax planning
Tax Planning

5 Tax Planning Tips to Help You Save in 2025

  • by scottsdalewa1
  • February 25, 2025
roll over 401k
Retirement Planning

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

  • by scottsdalewa1
  • February 18, 2025
Long Term Care Planning
Long-Term Care

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

  • by scottsdalewa1
  • February 18, 2025
Estate Planning vs Trust
Estate Planning, Wealth Management

Estate Planning vs Trust: Which One Do You Need?

  • by scottsdalewa1
  • January 9, 2025
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Read Our Recent Posts Get Every Update

Understanding Medicare IRMAA: How Your Income Affects What You Pay
  • July 17, 2025

Understanding Medicare IRMAA: How Your Income Affects What You Pay

  • July 14, 2025

3 Questions Every Annuity Owner Should Ask Before Retiring

  • July 7, 2025

Will an Annuity Protect Me From Market Volatility?

Why Having a Diversified Retirement Portfolio Is Important
  • June 20, 2025

Why Having a Diversified Retirement Portfolio Is Important

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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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