• Gainey Center II 8501 N. Scottsdale Road, Arizona
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  • 480-247-9090
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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
    • Retirement Learning Center
    • Articles & Videos
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  • 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 Fiduciary
Financial Planning, Investment Management

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

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

We the People: Your Path to Financial Freedom

  • by scottsdalewa1
  • June 17, 2019
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
  • 1
  • ...
  • 5
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Read Our Recent Posts Get Every Update

Retirement-age woman sitting on a couch looking worried while reviewing finances, representing concerns about creating lifetime income for a surviving spouse.
  • March 7, 2026

Can You Set Up Your Spouse With Lifetime Income?

Desk with a notepad labeled “Roth IRA Conversion,” symbolizing retirement tax planning and strategic Roth conversion decisions.
  • March 7, 2026

Why a Roth Conversion Might Make Sense, Even in Retirement

Safe Withdrawal Rate in Retirement
  • March 4, 2026

We Have a $1M Retirement Portfolio. How Much Can We Spend Without Running Out of Money?

3 Retirement Tax Strategies We Use to Save Clients Money
  • February 3, 2026

3 Retirement Tax Strategies We Use to Save Clients Money

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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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