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  • About Us
    • Our Values
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    • Wealth Management
      • Investments
      • Annuities
      • Life Insurance
      • Long-Term Care
      • End of Life
    • Retirement Planning
      • Custom Portfolio Design
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      • Social Security Optimization
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  • Scottsdale Wealth Advisory Gainey Center II 8501 N. Scottsdale Road, Ste 205 Paradise Valley, AZ 85253
  • (480) 247-9090
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Education

Scottsdale Wealth AdvisoryEducation
Social Security Retirement Income
Retirement Planning

Social Security Retirement Income Estimator

  • by scottsdalewa1
  • October 23, 2024
Retirement Planning
Retirement Planning

Understanding the Rule of 100 for Retirement Planning

  • by scottsdalewa1
  • October 4, 2024
bond
Investment Management

Understanding Bond Funds: A Complete Guide

  • by scottsdalewa1
  • September 26, 2024
annuity
Annuities, Retirement Planning

Annuity Breakdown

  • by scottsdalewa1
  • September 19, 2024
Unfinished Business Guide
Financial Planning

A Comprehensive Guide to Unfinished Business in Financial Planning

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

Truth Time: Can You Spot the Financial Lies

  • by scottsdalewa1
  • March 6, 2024
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
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Annuity Pros and Cons for Retirees: What to Know in 2026

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“Too Much” in Your IRA? 4 Tax-Smart Distribution Strategies for Retirees

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  • April 4, 2026

Annual Annuity Review: What We Check (and You Should Too)

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