• Gainey Center II 8501 N. Scottsdale Road, Arizona
  • info@SWAFirm.com
  • (480) 597-4729
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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
Understanding Percentages & Average Costs
Financial Planning, Wealth Management

Financial Advisor Fees: Understanding Percentages & Average Costs

  • by scottsdalewa1
  • May 5, 2019
Grow and Protect Family Wealth
Financial Planning, Wealth Management

Scottsdale Wealth Advisory: Grow and Protect Family Wealth

  • by scottsdalewa1
  • March 25, 2019
Grow and Protect Family Wealth
Financial Planning, Retirement Planning

Invest for Retirement: Achieve Your Financial Goals with Confidence

  • by scottsdalewa1
  • March 5, 2019
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Read Our Recent Posts Get Every Update

What Is an Independent Fiduciary Financial Advisor and Why Is it Important?
  • September 24, 2025

What Is an Independent Fiduciary Financial Advisor and Why Is it Important?

Retirement Income Planning Case Studies: How We Guide Clients Through Every Life Stage
  • September 24, 2025

Retirement Income Planning Case Studies: How We Guide Clients Through Every Life Stage

Types of Life Insurance: Complete Guide for Every Stage of Life
  • September 24, 2025

Types of Life Insurance: Complete Guide for Every Stage of Life

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

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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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